WTV vs. CVMC ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)

WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$88.57

Average Daily Volume

27,994

Number of Holdings ^*

165

* 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

$63.41

Average Daily Volume

2,251

Number of Holdings ^*

606

* may have additional holdings in another (foreign) market

Performance

Period	WTV	CVMC
30 Days	9.12%	5.83%
60 Days	11.64%	6.29%
90 Days	14.82%	8.25%
12 Months	41.90%	30.95%

86 Overlapping Holdings

Symbol	Grade	Weight in WTV	Weight in CVMC	Overlap
AMP	A	0.85%	0.54%	0.54%
AN	C	0.6%	0.04%	0.04%
AOS	F	0.27%	0.1%	0.1%
APP	B	5.52%	0.55%	0.55%
ARW	D	0.59%	0.06%	0.06%
BBWI	D	0.51%	0.06%	0.06%
BBY	D	0.52%	0.17%	0.17%
BERY	B	0.64%	0.09%	0.09%
BK	A	1.02%	0.55%	0.55%
BKR	B	0.5%	0.45%	0.45%
BLD	D	0.26%	0.12%	0.12%
BWA	D	0.32%	0.11%	0.11%
CHWY	B	0.35%	0.04%	0.04%
CIEN	B	0.55%	0.1%	0.1%
CNC	D	0.21%	0.31%	0.21%
CROX	D	0.19%	0.05%	0.05%
CSL	C	0.72%	0.25%	0.25%
DBX	B	0.44%	0.07%	0.07%
DKS	C	0.35%	0.11%	0.11%
DOCS	C	0.4%	0.06%	0.06%
DRI	B	0.22%	0.22%	0.22%
DVA	B	0.35%	0.08%	0.08%
EBAY	D	0.55%	0.29%	0.29%
EMN	D	0.47%	0.13%	0.13%
EQH	B	1.09%	0.15%	0.15%
EXEL	B	0.51%	0.11%	0.11%
EXPD	D	0.7%	0.21%	0.21%
FIS	C	0.59%	0.48%	0.48%
GEN	B	0.56%	0.17%	0.17%
GIS	D	0.43%	0.37%	0.37%
GL	B	0.47%	0.09%	0.09%
GPK	C	0.26%	0.1%	0.1%
H	B	0.36%	0.08%	0.08%
HIG	B	0.86%	0.33%	0.33%
HOLX	D	0.47%	0.19%	0.19%
HPQ	B	0.38%	0.36%	0.36%
HRB	D	0.54%	0.09%	0.09%
HST	C	0.33%	0.14%	0.14%
HSY	F	0.22%	0.29%	0.22%
INGR	B	0.28%	0.1%	0.1%
IPG	D	0.44%	0.12%	0.12%
JBL	B	0.86%	0.14%	0.14%
JXN	C	0.63%	0.07%	0.07%
KHC	F	0.47%	0.3%	0.3%
KMB	D	0.22%	0.42%	0.22%
LEA	D	0.36%	0.08%	0.08%
LH	C	0.6%	0.22%	0.22%
MAS	D	0.26%	0.16%	0.16%
MTG	C	0.53%	0.06%	0.06%
MTN	C	0.49%	0.07%	0.07%
NRG	B	0.89%	0.21%	0.21%
NTAP	C	0.7%	0.25%	0.25%
NTRS	A	0.48%	0.2%	0.2%
NUE	C	0.37%	0.36%	0.36%
NVR	D	0.36%	0.31%	0.31%
OMC	C	0.62%	0.23%	0.23%
ORI	A	0.92%	0.09%	0.09%
OTIS	C	0.3%	0.41%	0.3%
PAYC	B	0.53%	0.12%	0.12%
PFG	D	0.57%	0.19%	0.19%
PHM	D	0.3%	0.29%	0.29%
PRI	A	0.59%	0.1%	0.1%
PRU	A	0.72%	0.44%	0.44%
RHI	B	0.3%	0.09%	0.09%
RJF	A	0.6%	0.29%	0.29%
RL	B	0.41%	0.08%	0.08%
RS	B	0.37%	0.22%	0.22%
SAIC	F	0.41%	0.07%	0.07%
SCI	B	0.34%	0.13%	0.13%
SF	B	1.07%	0.11%	0.11%
SNX	C	0.44%	0.08%	0.08%
STLD	B	0.82%	0.25%	0.25%
SYF	B	1.37%	0.25%	0.25%
SYY	B	0.38%	0.38%	0.38%
TMHC	B	0.32%	0.08%	0.08%
TOL	B	0.47%	0.17%	0.17%
TROW	B	0.5%	0.25%	0.25%
TWLO	A	0.42%	0.17%	0.17%
ULTA	F	0.14%	0.17%	0.14%
UNM	A	0.74%	0.13%	0.13%
UTHR	C	0.74%	0.18%	0.18%
VOYA	B	0.72%	0.08%	0.08%
VRSN	F	0.23%	0.16%	0.16%
WCC	B	0.48%	0.09%	0.09%
WEX	D	0.28%	0.08%	0.08%
WSC	D	0.65%	0.07%	0.07%

WTV Overweight 79 Positions Relative to CVMC

Symbol	Grade	Weight
VST	B	3.36%
XOM	B	1.46%
GDDY	A	1.24%
FOXA	B	1.11%
GS	A	1.01%
MO	A	0.96%
WFC	A	0.93%
EXPE	B	0.91%
MRO	B	0.91%
BLDR	D	0.89%
RTX	C	0.89%
VLO	C	0.86%
MET	A	0.85%
TMUS	B	0.82%
POST	C	0.81%
CVX	A	0.8%
MPC	D	0.8%
LNG	B	0.79%
PYPL	B	0.79%
MS	A	0.77%
GM	B	0.76%
LMT	D	0.76%
PSX	C	0.75%
KMI	A	0.73%
AFL	B	0.72%
HCA	F	0.69%
C	A	0.69%
COP	C	0.67%
AIG	B	0.67%
CAT	B	0.67%
CMCSA	B	0.66%
EXP	A	0.66%
FI	A	0.65%
VTRS	A	0.65%
CRBG	B	0.64%
BKNG	A	0.64%
MCK	B	0.63%
DE	A	0.62%
MTCH	D	0.61%
ADM	D	0.57%
MNST	C	0.57%
UHS	D	0.57%
OXY	D	0.56%
DD	D	0.56%
CI	F	0.54%
TAP	C	0.53%
CSX	B	0.53%
TXT	D	0.53%
OVV	B	0.52%
LOW	D	0.5%
EOG	A	0.5%
FANG	D	0.5%
CPAY	A	0.49%
DVN	F	0.49%
MAR	B	0.48%
CSCO	B	0.48%
AIZ	A	0.44%
NOC	D	0.42%
BAC	A	0.41%
KDP	D	0.41%
ITW	B	0.38%
MUSA	A	0.37%
HON	B	0.37%
SPG	B	0.35%
WYNN	D	0.35%
TRGP	B	0.34%
HLT	A	0.34%
HAL	C	0.33%
GPN	B	0.32%
LVS	C	0.32%
JPM	A	0.32%
AZO	C	0.31%
MDLZ	F	0.31%
FDX	B	0.3%
MCD	D	0.3%
CAH	B	0.3%
AXP	A	0.29%
THC	D	0.25%
NKE	D	0.21%

WTV Underweight 520 Positions Relative to CVMC

Symbol	Grade	Weight
ADSK	A	-0.64%
FTNT	C	-0.59%
FICO	B	-0.57%
URI	B	-0.55%
TTD	B	-0.55%
CMI	A	-0.5%
GWW	B	-0.5%
ALL	A	-0.5%
VRT	B	-0.48%
PWR	A	-0.48%
AXON	A	-0.48%
SQ	B	-0.47%
D	C	-0.47%
PAYX	C	-0.47%
AME	A	-0.46%
DAL	C	-0.46%
MSCI	C	-0.46%
FAST	B	-0.45%
KR	B	-0.44%
CCI	D	-0.44%
PEG	A	-0.44%
IR	B	-0.43%
KVUE	A	-0.43%
ODFL	B	-0.43%
LEN	D	-0.42%
IT	C	-0.42%
VRSK	A	-0.42%
CBRE	B	-0.42%
DFS	B	-0.42%
CTSH	B	-0.41%
SNOW	C	-0.41%
YUM	B	-0.4%
VMC	B	-0.4%
DDOG	A	-0.4%
TEAM	A	-0.4%
XEL	A	-0.4%
EA	A	-0.4%
CHTR	C	-0.39%
EXC	C	-0.39%
GLW	B	-0.38%
A	D	-0.38%
IQV	D	-0.37%
GEHC	F	-0.37%
WAB	B	-0.37%
ALNY	D	-0.35%
VEEV	C	-0.35%
ROK	B	-0.35%
RMD	C	-0.35%
HUBS	A	-0.35%
IDXX	F	-0.35%
ACGL	D	-0.35%
EXR	D	-0.35%
LULU	C	-0.34%
IRM	D	-0.34%
HUM	C	-0.34%
AVB	B	-0.34%
ED	D	-0.34%
MTB	A	-0.34%
CSGP	D	-0.33%
WEC	A	-0.33%
EFX	F	-0.33%
FITB	A	-0.31%
WTW	B	-0.31%
PPG	F	-0.31%
DOV	A	-0.31%
XYL	D	-0.31%
NDAQ	A	-0.31%
HEI	B	-0.31%
EQR	B	-0.3%
TTWO	A	-0.3%
ARES	A	-0.3%
ANSS	B	-0.3%
SW	A	-0.29%
BRO	B	-0.29%
VTR	C	-0.29%
ON	D	-0.29%
KEYS	A	-0.29%
FTV	C	-0.29%
DTE	C	-0.28%
MTD	D	-0.28%
NET	B	-0.28%
AWK	D	-0.28%
HPE	B	-0.28%
TSCO	D	-0.28%
WST	C	-0.27%
TYL	B	-0.27%
AEE	A	-0.27%
HUBB	B	-0.27%
MPWR	F	-0.27%
BR	A	-0.27%
STT	A	-0.27%
RBLX	C	-0.27%
DECK	A	-0.26%
EME	C	-0.26%
BIIB	F	-0.26%
SBAC	D	-0.26%
WBD	C	-0.26%
ILMN	D	-0.25%
ES	D	-0.25%
CDW	F	-0.25%
VLTO	D	-0.25%
CHD	B	-0.25%
FCNCA	A	-0.25%
TDY	B	-0.25%
CVNA	B	-0.25%
XPO	B	-0.24%
STE	F	-0.24%
PKG	A	-0.24%
ZBH	C	-0.24%
WAT	B	-0.24%
HBAN	A	-0.24%
CMS	C	-0.23%
LYV	A	-0.23%
LII	A	-0.23%
LPLA	A	-0.23%
K	A	-0.23%
RF	A	-0.23%
PTC	A	-0.23%
IFF	D	-0.23%
ESS	B	-0.22%
TRU	D	-0.22%
MKC	D	-0.22%
WDC	D	-0.22%
ZM	B	-0.22%
CINF	A	-0.22%
BAH	F	-0.22%
OC	A	-0.22%
MAA	B	-0.21%
ZBRA	B	-0.21%
STX	D	-0.21%
ARE	D	-0.21%
WSO	A	-0.21%
FDS	B	-0.21%
MDB	C	-0.21%
SNA	A	-0.21%
BALL	D	-0.21%
CLX	B	-0.2%
TRMB	B	-0.2%
PODD	C	-0.2%
ZS	C	-0.2%
IEX	B	-0.2%
SAIA	B	-0.2%
WY	D	-0.2%
PNR	A	-0.2%
CBOE	B	-0.2%
CFG	B	-0.2%
JBHT	C	-0.2%
DGX	A	-0.19%
MOH	F	-0.19%
BAX	D	-0.18%
TER	D	-0.18%
FSLR	F	-0.18%
PINS	D	-0.18%
CHRW	C	-0.18%
NI	A	-0.18%
AVY	D	-0.18%
KIM	A	-0.18%
DPZ	C	-0.17%
DOC	D	-0.17%
NTNX	A	-0.17%
DOCU	A	-0.17%
AMCR	D	-0.17%
ALGN	D	-0.17%
GGG	B	-0.17%
LNT	A	-0.17%
SUI	D	-0.17%
WRB	A	-0.17%
FIX	A	-0.17%
APTV	D	-0.17%
MANH	D	-0.17%
USFD	A	-0.17%
KEY	B	-0.17%
RVTY	F	-0.16%
ENTG	D	-0.16%
PSTG	D	-0.16%
CW	B	-0.16%
NDSN	B	-0.16%
EVRG	A	-0.16%
ACM	A	-0.16%
DG	F	-0.16%
INCY	C	-0.16%
TOST	B	-0.16%
SSNC	B	-0.16%
CASY	A	-0.16%
BURL	A	-0.16%
GPC	D	-0.16%
GWRE	A	-0.16%
UDR	B	-0.16%
ROL	B	-0.16%
RGA	A	-0.15%
REG	B	-0.15%
SWK	D	-0.15%
COHR	B	-0.15%
WSM	B	-0.15%
EG	C	-0.15%
AVTR	F	-0.15%
SFM	A	-0.15%
Z	A	-0.15%
AKAM	D	-0.14%
CMC	B	-0.14%
SWKS	F	-0.14%
AFRM	B	-0.14%
EWBC	A	-0.14%
EPAM	C	-0.14%
SOFI	A	-0.14%
JLL	D	-0.14%
NVT	B	-0.14%
BXP	D	-0.14%
ALLE	D	-0.14%
ITT	A	-0.14%
PFGC	B	-0.14%
CPT	B	-0.14%
CAG	D	-0.14%
CLH	B	-0.14%
TXRH	C	-0.14%
EL	F	-0.14%
ELS	C	-0.14%
DT	C	-0.14%
FFIV	B	-0.14%
TW	A	-0.14%
SJM	D	-0.13%
AAL	B	-0.13%
POOL	C	-0.13%
OKTA	C	-0.13%
TPR	B	-0.13%
JNPR	F	-0.13%
JKHY	D	-0.13%
LECO	B	-0.13%
DUOL	A	-0.13%
RRX	B	-0.13%
ATR	B	-0.13%
NBIX	C	-0.13%
WPC	D	-0.13%
SUM	B	-0.13%
BG	F	-0.13%
DLTR	F	-0.13%
BMRN	D	-0.13%
OHI	C	-0.12%
JEF	A	-0.12%
AYI	B	-0.12%
KMX	B	-0.12%
ALSN	B	-0.12%
WTRG	B	-0.12%
AIT	A	-0.12%
LBRDK	C	-0.12%
DAY	B	-0.12%
CUBE	D	-0.12%
OWL	A	-0.12%
ATI	D	-0.12%
KNX	B	-0.12%
LW	C	-0.12%
TTEK	F	-0.12%
CCK	C	-0.12%
RNR	C	-0.12%
TECH	D	-0.12%
LAMR	D	-0.12%
WING	D	-0.11%
DCI	B	-0.11%
MORN	B	-0.11%
FRT	B	-0.11%
SRPT	D	-0.11%
RPRX	D	-0.11%
BJ	A	-0.11%
ALV	C	-0.11%
EHC	B	-0.11%
CRL	C	-0.11%
ARMK	B	-0.11%
WWD	B	-0.11%
MKTX	D	-0.11%
AES	F	-0.11%
MLI	C	-0.11%
CTLT	B	-0.11%
SNAP	C	-0.11%
PEN	B	-0.1%
CPB	D	-0.1%
MOS	F	-0.1%
HRL	D	-0.1%
TTC	D	-0.1%
ALLY	C	-0.1%
LKQ	D	-0.1%
BRX	A	-0.1%
ROKU	D	-0.1%
WAL	B	-0.1%
R	B	-0.1%
TFX	F	-0.1%
NYT	C	-0.1%
WBS	A	-0.1%
GMED	A	-0.1%
APG	B	-0.1%
CNH	C	-0.1%
DOX	D	-0.1%
AFG	A	-0.1%
KNSL	B	-0.1%
EXAS	D	-0.1%
AXTA	A	-0.1%
AAON	B	-0.1%
CG	A	-0.1%
REXR	F	-0.1%
FND	C	-0.1%
EVR	B	-0.1%
FHN	A	-0.1%
WMS	D	-0.1%
RIVN	F	-0.1%
NNN	D	-0.09%
MOD	A	-0.09%
MKSI	C	-0.09%
CBSH	A	-0.09%
TPX	B	-0.09%
ENSG	D	-0.09%
SSD	D	-0.09%
FBIN	D	-0.09%
BRBR	A	-0.09%
FLS	B	-0.09%
CMA	A	-0.09%
BILL	A	-0.09%
PNFP	B	-0.09%
HSIC	B	-0.09%
CHE	D	-0.09%
PCTY	B	-0.09%
LSTR	D	-0.09%
PLNT	A	-0.09%
CE	F	-0.09%
ALK	C	-0.09%
MEDP	D	-0.09%
SMCI	F	-0.09%
LAD	A	-0.09%
HLI	B	-0.09%
MTZ	B	-0.09%
S	B	-0.08%
UFPI	B	-0.08%
CVLT	B	-0.08%
G	B	-0.08%
IVZ	B	-0.08%
FRPT	B	-0.08%
SNV	B	-0.08%
VMI	B	-0.08%
THO	B	-0.08%
SKX	D	-0.08%
FR	C	-0.08%
SSB	B	-0.08%
PARA	C	-0.08%
FCN	D	-0.08%
HLNE	B	-0.08%
HAS	D	-0.08%
FMC	D	-0.08%
ESTC	C	-0.08%
VNO	B	-0.08%
GXO	B	-0.08%
CGNX	C	-0.08%
CNM	D	-0.08%
GKOS	B	-0.08%
CFR	B	-0.08%
JAZZ	B	-0.08%
RGEN	D	-0.08%
ESAB	B	-0.08%
MIDD	C	-0.08%
GTLS	B	-0.08%
OSK	B	-0.08%
ONTO	D	-0.08%
WTFC	A	-0.08%
HQY	B	-0.08%
ZION	B	-0.08%
SEIC	B	-0.08%
ACI	C	-0.08%
WH	B	-0.08%
BPMC	C	-0.07%
BCPC	B	-0.07%
AGCO	D	-0.07%
WTS	B	-0.07%
KRG	B	-0.07%
KD	B	-0.07%
BPOP	B	-0.07%
CADE	B	-0.07%
ONB	B	-0.07%
SPSC	C	-0.07%
CBT	C	-0.07%
RYAN	B	-0.07%
CWST	A	-0.07%
CFLT	B	-0.07%
ANF	C	-0.07%
COLD	D	-0.07%
NOVT	D	-0.07%
BFAM	D	-0.07%
IDA	A	-0.07%
MHK	D	-0.07%
MOG.A	B	-0.07%
GME	C	-0.07%
DAR	C	-0.07%
LFUS	F	-0.07%
LSCC	D	-0.07%
VFC	C	-0.07%
COKE	C	-0.07%
AGNC	D	-0.07%
ESI	A	-0.07%
FAF	A	-0.07%
MTH	D	-0.07%
EXLS	B	-0.07%
PB	A	-0.07%
MSA	D	-0.07%
TREX	C	-0.07%
RHP	B	-0.07%
SMAR	A	-0.07%
BMI	B	-0.07%
HALO	F	-0.07%
STAG	F	-0.07%
ENPH	F	-0.07%
LPX	B	-0.07%
BIO	D	-0.07%
OLED	D	-0.07%
ELAN	D	-0.07%
HOMB	A	-0.06%
IBP	D	-0.06%
INSP	D	-0.06%
CRUS	D	-0.06%
ETSY	D	-0.06%
ESNT	D	-0.06%
ST	F	-0.06%
UGI	A	-0.06%
HXL	D	-0.06%
EXPO	D	-0.06%
QLYS	C	-0.06%
THG	A	-0.06%
SON	D	-0.06%
STWD	C	-0.06%
FNB	A	-0.06%
NXST	C	-0.06%
LNC	B	-0.06%
JHG	A	-0.06%
SIGI	C	-0.06%
WHR	B	-0.06%
DY	D	-0.06%
COOP	B	-0.06%
VRNS	D	-0.06%
AL	B	-0.06%
RMBS	C	-0.06%
BEN	C	-0.06%
SEE	C	-0.06%
BECN	B	-0.06%
HOG	D	-0.06%
ITRI	B	-0.06%
SITE	D	-0.06%
BC	C	-0.06%
GATX	A	-0.06%
MAT	D	-0.06%
NFG	A	-0.06%
BRKR	D	-0.06%
VNT	B	-0.06%
ALTR	B	-0.06%
FSS	B	-0.06%
MMSI	B	-0.06%
AWI	A	-0.06%
LYFT	C	-0.06%
AZEK	A	-0.06%
OMF	A	-0.06%
ELF	C	-0.06%
AXS	A	-0.06%
EPRT	B	-0.06%
KBH	D	-0.06%
QRVO	F	-0.06%
FOUR	B	-0.06%
TRNO	F	-0.06%
BCO	D	-0.05%
RH	B	-0.05%
FLO	D	-0.05%
PSN	D	-0.05%
WTM	A	-0.05%
GAP	C	-0.05%
FELE	B	-0.05%
CELH	F	-0.05%
ABG	B	-0.05%
OZK	B	-0.05%
RDN	C	-0.05%
SLM	A	-0.05%
TENB	C	-0.05%
WMG	C	-0.05%
SLGN	A	-0.05%
BCC	B	-0.05%
SWX	B	-0.05%
HCP	B	-0.05%
APPF	B	-0.05%
AMG	B	-0.05%
POR	C	-0.05%
TPG	A	-0.05%
ZWS	B	-0.05%
OLLI	D	-0.05%
TKR	D	-0.05%
IONS	F	-0.05%
MMS	F	-0.05%
PVH	C	-0.05%
TNET	D	-0.04%
MSM	C	-0.04%
ATKR	C	-0.04%
BBIO	F	-0.04%
CDP	C	-0.04%
LANC	C	-0.04%
XRAY	F	-0.04%
SIG	B	-0.04%
NSIT	F	-0.04%
M	D	-0.04%
OPCH	D	-0.04%
CHH	A	-0.04%
CWAN	B	-0.04%
OGN	D	-0.04%
ASH	D	-0.04%
EEFT	B	-0.04%
DLB	B	-0.04%
AVT	C	-0.04%
FIVE	F	-0.04%
PFSI	D	-0.03%
COLM	B	-0.03%
COTY	F	-0.03%
ALGM	D	-0.03%
CACC	D	-0.03%
CWEN	C	-0.03%
AGR	B	-0.03%
BOKF	B	-0.03%
PAG	B	-0.03%
APLS	D	-0.03%
ZI	D	-0.03%
LEVI	F	-0.02%