IYW vs. CVMC ETF Comparison

Comparison of iShares U.S. Technology ETF (IYW) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
IYW

iShares U.S. Technology ETF

IYW Description

The investment seeks to track the investment results of an index composed of U.S. equities in the technology sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Technology Index (the "underlying index"), which measures the performance of the technology sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$158.14

Average Daily Volume

671,607

Number of Holdings *

140

* may have additional holdings in another (foreign) market
CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$61.39

Average Daily Volume

2,249

Number of Holdings *

606

* may have additional holdings in another (foreign) market
Performance
Period IYW CVMC
30 Days 1.89% 0.42%
60 Days 5.91% 3.40%
90 Days 5.23% 5.92%
12 Months 34.88% 27.77%
71 Overlapping Holdings
Symbol Grade Weight in IYW Weight in CVMC Overlap
ADSK B 0.55% 0.64% 0.55%
AKAM F 0.11% 0.14% 0.11%
ALGM F 0.02% 0.03% 0.02%
ANSS B 0.25% 0.3% 0.25%
APP A 0.63% 0.55% 0.55%
APPF C 0.04% 0.05% 0.04%
ARW F 0.05% 0.06% 0.05%
AVT C 0.04% 0.04% 0.04%
CDW F 0.22% 0.25% 0.22%
CFLT B 0.05% 0.07% 0.05%
COHR B 0.12% 0.15% 0.12%
CRUS F 0.05% 0.06% 0.05%
CTSH C 0.33% 0.41% 0.33%
DAY B 0.1% 0.12% 0.1%
DBX C 0.05% 0.07% 0.05%
DDOG A 0.31% 0.4% 0.31%
DLB F 0.04% 0.04% 0.04%
DOCU B 0.13% 0.17% 0.13%
DOX D 0.09% 0.1% 0.09%
DT C 0.13% 0.14% 0.13%
ENTG F 0.13% 0.16% 0.13%
EPAM C 0.11% 0.14% 0.11%
ESTC C 0.06% 0.08% 0.06%
FFIV B 0.12% 0.14% 0.12%
FTNT B 0.48% 0.59% 0.48%
GEN B 0.13% 0.17% 0.13%
GLW B 0.31% 0.38% 0.31%
GWRE A 0.13% 0.16% 0.13%
HCP B 0.04% 0.05% 0.04%
HPE B 0.24% 0.28% 0.24%
HPQ B 0.3% 0.36% 0.3%
HUBS B 0.27% 0.35% 0.27%
IT C 0.34% 0.42% 0.34%
JBL C 0.12% 0.14% 0.12%
KD A 0.05% 0.07% 0.05%
LSCC D 0.06% 0.07% 0.06%
MANH D 0.14% 0.17% 0.14%
MDB C 0.17% 0.21% 0.17%
MPWR F 0.3% 0.27% 0.27%
NET B 0.23% 0.28% 0.23%
NTAP C 0.21% 0.25% 0.21%
NTNX B 0.14% 0.17% 0.14%
OKTA D 0.1% 0.13% 0.1%
OLED F 0.07% 0.07% 0.07%
ON F 0.25% 0.29% 0.25%
ONTO F 0.07% 0.08% 0.07%
PAYC B 0.1% 0.12% 0.1%
PINS F 0.15% 0.18% 0.15%
PSN C 0.04% 0.05% 0.04%
PSTG F 0.14% 0.16% 0.14%
PTC B 0.19% 0.23% 0.19%
QRVO F 0.06% 0.06% 0.06%
S B 0.06% 0.08% 0.06%
SAIC F 0.06% 0.07% 0.06%
SMAR A 0.06% 0.07% 0.06%
SMCI F 0.1% 0.09% 0.09%
SNOW C 0.32% 0.41% 0.32%
SNX D 0.08% 0.08% 0.08%
SSNC C 0.13% 0.16% 0.13%
SWKS F 0.12% 0.14% 0.12%
TEAM A 0.31% 0.4% 0.31%
TER F 0.14% 0.18% 0.14%
TOST A 0.14% 0.16% 0.14%
TWLO A 0.13% 0.17% 0.13%
TYL B 0.22% 0.27% 0.22%
VRSN F 0.13% 0.16% 0.13%
VRT A 0.37% 0.48% 0.37%
WDC F 0.19% 0.22% 0.19%
ZI D 0.03% 0.03% 0.03%
ZM B 0.18% 0.22% 0.18%
ZS B 0.15% 0.2% 0.15%
IYW Overweight 69 Positions Relative to CVMC
Symbol Grade Weight
NVDA A 15.44%
AAPL C 14.6%
MSFT D 13.93%
META C 3.94%
AVGO C 3.4%
GOOGL B 2.59%
CRM B 2.51%
ORCL A 2.48%
GOOG B 2.19%
AMD F 1.98%
ADBE D 1.83%
NOW B 1.72%
TXN C 1.67%
IBM C 1.63%
QCOM F 1.59%
INTU B 1.56%
AMAT F 1.33%
MU D 1.03%
PANW B 1.0%
PLTR A 0.98%
INTC C 0.93%
ADI D 0.93%
LRCX F 0.85%
KLAC F 0.77%
APH B 0.73%
SNPS C 0.71%
CDNS B 0.68%
MRVL B 0.67%
CRWD B 0.62%
ROP C 0.5%
DASH A 0.49%
WDAY C 0.45%
MSTR A 0.35%
MCHP F 0.32%
DELL B 0.3%
LDOS C 0.22%
GDDY A 0.21%
CACI C 0.1%
KBR F 0.08%
GLOB C 0.08%
MTCH F 0.07%
CART C 0.07%
BSY D 0.06%
GTLB B 0.06%
PCOR C 0.06%
MTSI B 0.06%
PATH C 0.05%
U F 0.05%
AZPN A 0.05%
GFS C 0.04%
CCCS B 0.04%
RNG C 0.03%
AMKR F 0.03%
NCNO B 0.03%
DNB B 0.03%
DXC D 0.03%
PEGA B 0.03%
IAC D 0.03%
DJT C 0.02%
CLVT D 0.02%
CNXC F 0.02%
ALAB B 0.02%
IPGP D 0.02%
FIVN C 0.02%
DV C 0.02%
TDC D 0.02%
PYCR C 0.01%
WOLF F 0.01%
INFA D 0.01%
IYW Underweight 535 Positions Relative to CVMC
Symbol Grade Weight
FICO B -0.57%
URI B -0.55%
TTD B -0.55%
BK B -0.55%
AMP A -0.54%
CMI A -0.5%
GWW B -0.5%
ALL A -0.5%
PWR A -0.48%
AXON A -0.48%
FIS C -0.48%
SQ A -0.47%
D C -0.47%
PAYX B -0.47%
AME A -0.46%
DAL A -0.46%
MSCI B -0.46%
FAST B -0.45%
BKR B -0.45%
PRU B -0.44%
KR B -0.44%
CCI C -0.44%
PEG C -0.44%
IR B -0.43%
KVUE A -0.43%
ODFL B -0.43%
LEN D -0.42%
VRSK B -0.42%
CBRE B -0.42%
DFS B -0.42%
KMB C -0.42%
OTIS C -0.41%
YUM D -0.4%
VMC B -0.4%
XEL A -0.4%
EA A -0.4%
CHTR B -0.39%
EXC C -0.39%
SYY D -0.38%
A F -0.38%
IQV F -0.37%
GEHC D -0.37%
GIS F -0.37%
WAB B -0.37%
NUE D -0.36%
ALNY D -0.35%
VEEV C -0.35%
ROK B -0.35%
RMD C -0.35%
IDXX F -0.35%
ACGL D -0.35%
EXR C -0.35%
LULU C -0.34%
IRM C -0.34%
HUM D -0.34%
AVB B -0.34%
ED C -0.34%
MTB A -0.34%
CSGP F -0.33%
WEC A -0.33%
HIG B -0.33%
EFX F -0.33%
FITB B -0.31%
WTW B -0.31%
PPG F -0.31%
CNC F -0.31%
DOV B -0.31%
XYL D -0.31%
NVR D -0.31%
NDAQ A -0.31%
HEI A -0.31%
EQR C -0.3%
TTWO A -0.3%
KHC F -0.3%
ARES A -0.3%
HSY F -0.29%
RJF A -0.29%
EBAY D -0.29%
SW A -0.29%
BRO B -0.29%
VTR B -0.29%
KEYS C -0.29%
PHM D -0.29%
FTV D -0.29%
DTE C -0.28%
MTD F -0.28%
AWK C -0.28%
TSCO D -0.28%
WST D -0.27%
AEE A -0.27%
HUBB B -0.27%
BR B -0.27%
STT B -0.27%
RBLX B -0.27%
DECK A -0.26%
EME A -0.26%
BIIB F -0.26%
SBAC D -0.26%
WBD B -0.26%
ILMN C -0.25%
ES C -0.25%
SYF B -0.25%
CSL C -0.25%
STLD B -0.25%
VLTO C -0.25%
CHD A -0.25%
FCNCA A -0.25%
TDY B -0.25%
CVNA A -0.25%
TROW B -0.25%
XPO B -0.24%
STE D -0.24%
PKG B -0.24%
ZBH C -0.24%
WAT C -0.24%
HBAN B -0.24%
CMS C -0.23%
LYV A -0.23%
LII A -0.23%
LPLA A -0.23%
OMC C -0.23%
K B -0.23%
RF A -0.23%
IFF D -0.23%
DRI C -0.22%
ESS A -0.22%
TRU D -0.22%
LH B -0.22%
MKC D -0.22%
RS B -0.22%
CINF A -0.22%
BAH D -0.22%
OC A -0.22%
MAA A -0.21%
ZBRA B -0.21%
NRG B -0.21%
STX D -0.21%
ARE F -0.21%
WSO A -0.21%
EXPD D -0.21%
FDS B -0.21%
SNA B -0.21%
BALL D -0.21%
CLX A -0.2%
TRMB B -0.2%
PODD B -0.2%
IEX B -0.2%
SAIA C -0.2%
WY D -0.2%
PNR B -0.2%
CBOE C -0.2%
CFG B -0.2%
JBHT C -0.2%
NTRS A -0.2%
DGX A -0.19%
PFG C -0.19%
MOH F -0.19%
HOLX D -0.19%
BAX F -0.18%
FSLR F -0.18%
CHRW B -0.18%
NI A -0.18%
AVY D -0.18%
KIM A -0.18%
UTHR C -0.18%
DPZ C -0.17%
DOC D -0.17%
AMCR D -0.17%
ALGN D -0.17%
GGG B -0.17%
LNT A -0.17%
SUI C -0.17%
ULTA F -0.17%
WRB B -0.17%
FIX A -0.17%
TOL B -0.17%
BBY D -0.17%
APTV F -0.17%
USFD A -0.17%
KEY B -0.17%
RVTY D -0.16%
CW B -0.16%
NDSN D -0.16%
EVRG A -0.16%
ACM B -0.16%
DG F -0.16%
INCY C -0.16%
CASY A -0.16%
BURL A -0.16%
GPC F -0.16%
MAS D -0.16%
UDR C -0.16%
ROL B -0.16%
RGA B -0.15%
EQH B -0.15%
REG A -0.15%
SWK F -0.15%
WSM D -0.15%
EG D -0.15%
AVTR F -0.15%
SFM A -0.15%
Z A -0.15%
HST D -0.14%
CMC B -0.14%
AFRM A -0.14%
EWBC A -0.14%
SOFI A -0.14%
JLL D -0.14%
NVT C -0.14%
BXP D -0.14%
ALLE D -0.14%
ITT A -0.14%
PFGC B -0.14%
CPT C -0.14%
CAG F -0.14%
CLH C -0.14%
TXRH B -0.14%
EL F -0.14%
ELS B -0.14%
TW A -0.14%
SJM D -0.13%
AAL B -0.13%
POOL D -0.13%
TPR B -0.13%
JNPR D -0.13%
JKHY D -0.13%
LECO C -0.13%
UNM A -0.13%
DUOL A -0.13%
RRX B -0.13%
ATR B -0.13%
NBIX C -0.13%
WPC C -0.13%
SCI A -0.13%
EMN D -0.13%
SUM B -0.13%
BG D -0.13%
DLTR F -0.13%
BMRN F -0.13%
OHI B -0.12%
JEF A -0.12%
AYI B -0.12%
KMX C -0.12%
ALSN B -0.12%
WTRG B -0.12%
AIT B -0.12%
LBRDK C -0.12%
CUBE C -0.12%
OWL A -0.12%
ATI C -0.12%
KNX B -0.12%
LW C -0.12%
BLD F -0.12%
TTEK F -0.12%
CCK D -0.12%
IPG F -0.12%
RNR C -0.12%
TECH F -0.12%
LAMR D -0.12%
WING D -0.11%
DKS D -0.11%
DCI B -0.11%
MORN B -0.11%
FRT B -0.11%
EXEL B -0.11%
SRPT F -0.11%
RPRX F -0.11%
BWA D -0.11%
BJ B -0.11%
ALV C -0.11%
EHC B -0.11%
CRL D -0.11%
ARMK C -0.11%
WWD B -0.11%
MKTX D -0.11%
SF B -0.11%
AES F -0.11%
MLI B -0.11%
CTLT D -0.11%
SNAP D -0.11%
PEN B -0.1%
CPB D -0.1%
MOS D -0.1%
HRL D -0.1%
TTC F -0.1%
ALLY C -0.1%
LKQ F -0.1%
BRX A -0.1%
GPK D -0.1%
ROKU D -0.1%
WAL B -0.1%
PRI A -0.1%
R B -0.1%
TFX F -0.1%
NYT D -0.1%
WBS A -0.1%
GMED A -0.1%
APG C -0.1%
CNH C -0.1%
AFG A -0.1%
AOS F -0.1%
KNSL B -0.1%
EXAS D -0.1%
CIEN B -0.1%
AXTA B -0.1%
AAON B -0.1%
CG B -0.1%
REXR F -0.1%
FND F -0.1%
EVR B -0.1%
FHN A -0.1%
WMS F -0.1%
RIVN F -0.1%
INGR B -0.1%
NNN C -0.09%
MOD A -0.09%
RHI C -0.09%
MKSI C -0.09%
ORI A -0.09%
BERY D -0.09%
CBSH A -0.09%
TPX B -0.09%
ENSG D -0.09%
SSD D -0.09%
FBIN F -0.09%
BRBR A -0.09%
FLS A -0.09%
WCC B -0.09%
CMA B -0.09%
BILL B -0.09%
PNFP B -0.09%
HSIC C -0.09%
CHE F -0.09%
PCTY B -0.09%
LSTR D -0.09%
PLNT A -0.09%
CE F -0.09%
HRB D -0.09%
ALK A -0.09%
MEDP D -0.09%
GL C -0.09%
LAD B -0.09%
HLI B -0.09%
MTZ A -0.09%
LEA F -0.08%
UFPI C -0.08%
CVLT B -0.08%
WEX F -0.08%
G B -0.08%
IVZ C -0.08%
FRPT A -0.08%
SNV B -0.08%
VMI B -0.08%
VOYA B -0.08%
THO C -0.08%
SKX F -0.08%
FR C -0.08%
H B -0.08%
RL C -0.08%
SSB B -0.08%
PARA D -0.08%
FCN F -0.08%
HLNE A -0.08%
HAS D -0.08%
FMC D -0.08%
VNO C -0.08%
GXO B -0.08%
CGNX D -0.08%
CNM C -0.08%
TMHC B -0.08%
GKOS A -0.08%
CFR B -0.08%
JAZZ C -0.08%
RGEN F -0.08%
ESAB C -0.08%
MIDD D -0.08%
GTLS A -0.08%
OSK C -0.08%
WTFC B -0.08%
HQY A -0.08%
ZION B -0.08%
SEIC B -0.08%
ACI C -0.08%
WH B -0.08%
DVA C -0.08%
BPMC C -0.07%
BCPC B -0.07%
AGCO F -0.07%
WTS B -0.07%
KRG A -0.07%
BPOP C -0.07%
CADE B -0.07%
ONB B -0.07%
SPSC F -0.07%
CBT C -0.07%
RYAN B -0.07%
CWST A -0.07%
ANF C -0.07%
COLD F -0.07%
NOVT D -0.07%
BFAM F -0.07%
IDA A -0.07%
MHK D -0.07%
MOG.A B -0.07%
GME C -0.07%
DAR B -0.07%
LFUS D -0.07%
VFC C -0.07%
COKE C -0.07%
AGNC C -0.07%
ESI B -0.07%
FAF C -0.07%
MTH D -0.07%
JXN C -0.07%
WSC F -0.07%
EXLS B -0.07%
PB A -0.07%
MSA D -0.07%
TREX D -0.07%
MTN C -0.07%
RHP B -0.07%
BMI C -0.07%
HALO F -0.07%
STAG D -0.07%
ENPH F -0.07%
LPX B -0.07%
BIO C -0.07%
ELAN D -0.07%
HOMB A -0.06%
IBP F -0.06%
INSP F -0.06%
ETSY D -0.06%
ESNT D -0.06%
ST F -0.06%
UGI C -0.06%
HXL F -0.06%
EXPO D -0.06%
QLYS C -0.06%
THG A -0.06%
SON F -0.06%
STWD C -0.06%
FNB B -0.06%
NXST C -0.06%
LNC B -0.06%
JHG B -0.06%
SIGI B -0.06%
WHR B -0.06%
DY C -0.06%
COOP B -0.06%
VRNS D -0.06%
AL B -0.06%
RMBS C -0.06%
BEN C -0.06%
SEE D -0.06%
BECN B -0.06%
HOG F -0.06%
ITRI B -0.06%
SITE D -0.06%
BC D -0.06%
GATX B -0.06%
MTG D -0.06%
MAT D -0.06%
NFG A -0.06%
BRKR F -0.06%
VNT C -0.06%
ALTR B -0.06%
FSS B -0.06%
MMSI A -0.06%
AWI B -0.06%
LYFT C -0.06%
AZEK B -0.06%
OMF A -0.06%
ELF C -0.06%
AXS A -0.06%
EPRT A -0.06%
KBH D -0.06%
DOCS C -0.06%
FOUR A -0.06%
BBWI C -0.06%
TRNO D -0.06%
BCO F -0.05%
RH D -0.05%
FLO D -0.05%
WTM A -0.05%
GAP D -0.05%
FELE B -0.05%
CELH F -0.05%
ABG B -0.05%
OZK B -0.05%
RDN D -0.05%
SLM B -0.05%
TENB D -0.05%
WMG C -0.05%
SLGN A -0.05%
BCC C -0.05%
SWX A -0.05%
AMG C -0.05%
POR C -0.05%
TPG A -0.05%
ZWS B -0.05%
OLLI D -0.05%
TKR F -0.05%
CROX F -0.05%
IONS F -0.05%
MMS D -0.05%
PVH C -0.05%
TNET F -0.04%
MSM D -0.04%
ATKR D -0.04%
BBIO F -0.04%
CDP C -0.04%
LANC D -0.04%
XRAY D -0.04%
SIG C -0.04%
NSIT F -0.04%
CHWY B -0.04%
M D -0.04%
OPCH F -0.04%
AN D -0.04%
CHH A -0.04%
CWAN B -0.04%
OGN F -0.04%
ASH F -0.04%
EEFT C -0.04%
FIVE F -0.04%
PFSI C -0.03%
COLM B -0.03%
COTY F -0.03%
CACC F -0.03%
CWEN C -0.03%
AGR A -0.03%
BOKF B -0.03%
PAG B -0.03%
APLS F -0.03%
LEVI F -0.02%
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