LCDS vs. CVMC ETF Comparison

Comparison of JPMorgan Fundamental Data Science Large Core ETF (LCDS) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
LCDS

JPMorgan Fundamental Data Science Large Core ETF

LCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.08

Average Daily Volume

116

Number of Holdings *

87

* 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 LCDS CVMC
30 Days 1.03% 0.42%
60 Days 4.32% 3.40%
90 Days 5.73% 5.92%
12 Months 27.77%
18 Overlapping Holdings
Symbol Grade Weight in LCDS Weight in CVMC Overlap
AMP A 1.08% 0.54% 0.54%
APTV F 0.11% 0.17% 0.11%
AXTA B 0.65% 0.1% 0.1%
BJ B 0.36% 0.11% 0.11%
CHD A 0.28% 0.25% 0.25%
CMS C 0.56% 0.23% 0.23%
CTSH C 0.51% 0.41% 0.41%
DOV B 0.7% 0.31% 0.31%
EL F 0.1% 0.14% 0.1%
ELAN D 0.41% 0.07% 0.07%
FCNCA A 0.4% 0.25% 0.25%
FICO B 0.67% 0.57% 0.57%
HPE B 0.57% 0.28% 0.28%
MTG D 0.34% 0.06% 0.06%
PFGC B 0.47% 0.14% 0.14%
SQ A 0.62% 0.47% 0.47%
STX D 0.75% 0.21% 0.21%
WEX F 0.39% 0.08% 0.08%
LCDS Overweight 69 Positions Relative to CVMC
Symbol Grade Weight
NVDA A 7.95%
MSFT D 7.54%
AAPL C 5.79%
AMZN B 4.83%
META C 3.57%
GOOGL B 3.09%
WFC A 2.27%
UNH C 2.19%
MA B 1.95%
ABBV F 1.8%
XOM B 1.78%
AXP B 1.45%
AVGO C 1.43%
BMY A 1.39%
SYK A 1.38%
PM A 1.35%
LOW C 1.29%
BAC A 1.27%
TT A 1.26%
CMCSA B 1.26%
LLY F 1.2%
CRM B 1.19%
UPS C 1.19%
HWM A 1.12%
CSX C 1.11%
HON B 1.05%
EOG A 1.04%
MDLZ F 1.01%
MU D 1.0%
COP B 1.0%
PGR B 1.0%
NXPI F 0.99%
TSLA A 0.98%
REGN F 0.95%
NOC D 0.91%
MET A 0.87%
MCD D 0.87%
INTU B 0.86%
SO C 0.85%
DHR D 0.8%
KO D 0.74%
DD D 0.74%
CME A 0.73%
BRK.A B 0.72%
APH B 0.71%
NEE C 0.7%
TMUS B 0.67%
DLR A 0.67%
MDT D 0.66%
PCG A 0.66%
MS A 0.63%
LDOS C 0.63%
TFC A 0.62%
HLT A 0.61%
PLD D 0.6%
CI D 0.58%
DE C 0.55%
CMG C 0.54%
SPOT B 0.54%
AZO C 0.53%
TJX A 0.51%
VRTX D 0.48%
SNPS C 0.35%
COST A 0.34%
EQIX A 0.25%
LRCX F 0.24%
MSI B 0.2%
LIN D 0.14%
SBUX A 0.13%
LCDS Underweight 588 Positions Relative to CVMC
Symbol Grade Weight
ADSK B -0.64%
FTNT B -0.59%
APP A -0.55%
URI B -0.55%
TTD B -0.55%
BK B -0.55%
CMI A -0.5%
GWW B -0.5%
ALL A -0.5%
VRT A -0.48%
PWR A -0.48%
AXON A -0.48%
FIS C -0.48%
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%
IT C -0.42%
VRSK B -0.42%
CBRE B -0.42%
DFS B -0.42%
KMB C -0.42%
OTIS C -0.41%
SNOW C -0.41%
YUM D -0.4%
VMC B -0.4%
DDOG A -0.4%
TEAM A -0.4%
XEL A -0.4%
EA A -0.4%
CHTR B -0.39%
EXC C -0.39%
GLW B -0.38%
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%
HPQ B -0.36%
ALNY D -0.35%
VEEV C -0.35%
ROK B -0.35%
RMD C -0.35%
HUBS B -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%
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%
ANSS B -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%
ON F -0.29%
KEYS C -0.29%
PHM D -0.29%
FTV D -0.29%
DTE C -0.28%
MTD F -0.28%
NET B -0.28%
AWK C -0.28%
TSCO D -0.28%
WST D -0.27%
TYL B -0.27%
AEE A -0.27%
HUBB B -0.27%
MPWR F -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%
CDW F -0.25%
SYF B -0.25%
NTAP C -0.25%
CSL C -0.25%
STLD B -0.25%
VLTO C -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%
LYV A -0.23%
LII A -0.23%
LPLA A -0.23%
OMC C -0.23%
K B -0.23%
RF A -0.23%
PTC B -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%
WDC F -0.22%
ZM 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%
ARE F -0.21%
WSO A -0.21%
EXPD D -0.21%
FDS B -0.21%
MDB C -0.21%
SNA B -0.21%
BALL D -0.21%
CLX A -0.2%
TRMB B -0.2%
PODD B -0.2%
ZS 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%
TER F -0.18%
FSLR F -0.18%
PINS 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%
NTNX B -0.17%
DOCU B -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%
GEN B -0.17%
WRB B -0.17%
FIX A -0.17%
TOL B -0.17%
BBY D -0.17%
TWLO A -0.17%
MANH D -0.17%
USFD A -0.17%
KEY B -0.17%
RVTY D -0.16%
ENTG F -0.16%
PSTG F -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%
TOST A -0.16%
SSNC C -0.16%
CASY A -0.16%
BURL A -0.16%
GPC F -0.16%
GWRE A -0.16%
VRSN 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%
COHR B -0.15%
WSM D -0.15%
EG D -0.15%
AVTR F -0.15%
SFM A -0.15%
Z A -0.15%
AKAM F -0.14%
HST D -0.14%
CMC B -0.14%
SWKS F -0.14%
AFRM A -0.14%
EWBC A -0.14%
EPAM C -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%
CPT C -0.14%
CAG F -0.14%
CLH C -0.14%
TXRH B -0.14%
ELS B -0.14%
DT C -0.14%
FFIV B -0.14%
TW A -0.14%
JBL C -0.14%
SJM D -0.13%
AAL B -0.13%
POOL D -0.13%
OKTA 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%
PAYC B -0.12%
ALSN B -0.12%
WTRG B -0.12%
AIT B -0.12%
LBRDK C -0.12%
DAY B -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%
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%
DOX D -0.1%
AFG A -0.1%
AOS F -0.1%
KNSL B -0.1%
EXAS D -0.1%
CIEN 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%
SMCI F -0.09%
LAD B -0.09%
HLI B -0.09%
MTZ A -0.09%
LEA F -0.08%
S B -0.08%
UFPI C -0.08%
CVLT B -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%
ESTC C -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%
ONTO F -0.08%
WTFC B -0.08%
SNX D -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%
SAIC F -0.07%
BCPC B -0.07%
AGCO F -0.07%
WTS B -0.07%
KRG A -0.07%
KD A -0.07%
BPOP C -0.07%
CADE B -0.07%
DBX C -0.07%
ONB B -0.07%
SPSC F -0.07%
CBT C -0.07%
RYAN B -0.07%
CWST A -0.07%
CFLT B -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%
LSCC 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%
SMAR A -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%
OLED F -0.07%
HOMB A -0.06%
IBP F -0.06%
INSP F -0.06%
CRUS 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%
ARW F -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%
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%
QRVO F -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%
PSN C -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%
HCP B -0.05%
APPF C -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%
DLB F -0.04%
AVT C -0.04%
FIVE F -0.04%
PFSI C -0.03%
COLM B -0.03%
COTY F -0.03%
ALGM 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%
ZI D -0.03%
LEVI F -0.02%
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