XJH vs. CVSE ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Calvert US Select Equity ETF (CVSE)
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.93

Average Daily Volume

12,939

Number of Holdings *

353

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

Calvert US Select Equity ETF

CVSE Description Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$70.50

Average Daily Volume

945

Number of Holdings *

178

* may have additional holdings in another (foreign) market
Performance
Period XJH CVSE
30 Days 6.76% 2.61%
60 Days 5.98% 4.06%
90 Days 7.14% 5.46%
12 Months 30.76% 30.71%
21 Overlapping Holdings
Symbol Grade Weight in XJH Weight in CVSE Overlap
BRX A 0.33% 0.06% 0.06%
CIEN B 0.38% 0.05% 0.05%
CNM D 0.31% 0.14% 0.14%
DAR C 0.25% 0.23% 0.23%
FCN D 0.26% 0.16% 0.16%
G B 0.28% 0.11% 0.11%
GAP C 0.19% 0.11% 0.11%
HXL D 0.19% 0.03% 0.03%
JLL D 0.47% 0.43% 0.43%
KNX B 0.34% 0.18% 0.18%
LITE B 0.22% 0.05% 0.05%
MAN D 0.11% 0.08% 0.08%
MSA D 0.26% 0.22% 0.22%
MTG C 0.24% 0.15% 0.15%
MTN C 0.25% 0.23% 0.23%
PCTY B 0.34% 0.08% 0.08%
PLNT A 0.31% 0.09% 0.09%
PRI A 0.38% 0.24% 0.24%
SCI B 0.46% 0.18% 0.18%
TTEK F 0.41% 0.09% 0.09%
WSM B 0.63% 0.2% 0.2%
XJH Overweight 332 Positions Relative to CVSE
Symbol Grade Weight
EME C 0.88%
ILMN D 0.85%
CSL C 0.78%
LII A 0.75%
IBKR A 0.73%
WSO A 0.69%
RPM A 0.66%
MANH D 0.65%
UTHR C 0.65%
XPO B 0.65%
OC A 0.64%
BURL A 0.64%
RS B 0.64%
DT C 0.61%
USFD A 0.61%
TOL B 0.6%
THC D 0.59%
FIX A 0.59%
FNF B 0.59%
COHR B 0.58%
PSTG D 0.58%
GGG B 0.57%
CASY A 0.57%
RGA A 0.57%
SFM A 0.54%
EWBC A 0.54%
ACM A 0.54%
AVTR F 0.54%
SAIA B 0.54%
CW B 0.52%
RNR C 0.51%
TXRH C 0.5%
GLPI C 0.5%
ELS C 0.5%
CLH B 0.48%
ITT A 0.47%
NBIX C 0.47%
BMRN D 0.47%
DUOL A 0.46%
NVT B 0.46%
AMH D 0.45%
EQH B 0.45%
UNM A 0.45%
SF B 0.45%
JEF A 0.45%
WPC D 0.45%
ATR B 0.44%
BJ A 0.44%
LECO B 0.44%
RRX B 0.43%
LAMR D 0.42%
CUBE D 0.41%
FHN A 0.41%
BLD D 0.41%
FND C 0.41%
KNSL B 0.4%
GME C 0.4%
AA B 0.4%
EVR B 0.4%
CCK C 0.4%
EHC B 0.39%
ARMK B 0.39%
AFG A 0.39%
WBS A 0.39%
OHI C 0.39%
EXP A 0.39%
WWD B 0.39%
CHDN B 0.39%
AIT A 0.39%
SRPT D 0.39%
LAD A 0.38%
EXEL B 0.38%
AYI B 0.38%
WING D 0.37%
INGR B 0.37%
HLI B 0.37%
NLY C 0.37%
MUSA A 0.37%
ALLY C 0.37%
PNFP B 0.36%
TPX B 0.36%
WTRG B 0.36%
DTM B 0.36%
GMED A 0.35%
WMS D 0.35%
RGLD C 0.35%
DCI B 0.35%
WCC B 0.35%
FBIN D 0.35%
BRBR A 0.35%
AXTA A 0.34%
AAON B 0.34%
CFR B 0.34%
PEN B 0.34%
REXR F 0.34%
WTFC A 0.33%
SNX C 0.33%
ZION B 0.33%
NYT C 0.33%
ORI A 0.33%
CBSH A 0.32%
CHE D 0.32%
CR A 0.32%
MTZ B 0.32%
GPK C 0.32%
TTC D 0.32%
MEDP D 0.32%
SSB B 0.31%
ONTO D 0.31%
X C 0.31%
SKX D 0.31%
LNW D 0.31%
HRB D 0.31%
EGP F 0.31%
HQY B 0.31%
PB A 0.3%
VOYA B 0.3%
SEIC B 0.3%
SNV B 0.3%
UFPI B 0.3%
BERY B 0.29%
ADC B 0.29%
MKSI C 0.29%
WH B 0.29%
JAZZ B 0.29%
NNN D 0.29%
FYBR D 0.29%
TREX C 0.29%
SSD D 0.29%
FLS B 0.29%
RLI B 0.28%
MIDD C 0.28%
TMHC B 0.28%
EXLS B 0.28%
MTSI B 0.28%
OLED D 0.28%
ANF C 0.28%
RGEN D 0.28%
WEX D 0.28%
CVLT B 0.28%
KEX C 0.28%
LPX B 0.27%
MASI A 0.27%
H B 0.27%
GTLS B 0.27%
GXO B 0.27%
ALV C 0.27%
COKE C 0.27%
R B 0.27%
ESAB B 0.27%
RYAN B 0.27%
OSK B 0.27%
HALO F 0.26%
CMC B 0.26%
VMI B 0.26%
DINO D 0.26%
VNO B 0.26%
FR C 0.26%
CGNX C 0.26%
ELF C 0.26%
ONB B 0.26%
LSCC D 0.26%
GNTX C 0.26%
DOCS C 0.25%
COLB A 0.25%
KD B 0.25%
AZPN A 0.25%
DBX B 0.25%
STAG F 0.25%
LSTR D 0.25%
FAF A 0.25%
WHR B 0.24%
HR C 0.24%
NOV C 0.24%
GBCI B 0.24%
CYTK F 0.24%
CBT C 0.23%
VNT B 0.23%
BRKR D 0.23%
SIGI C 0.23%
NOVT D 0.23%
ARW D 0.23%
WFRD D 0.23%
LFUS F 0.23%
ALTR B 0.23%
STWD C 0.23%
UBSI B 0.22%
HOMB A 0.22%
AGCO D 0.22%
RMBS C 0.22%
JHG A 0.22%
WTS B 0.22%
PVH C 0.22%
THO B 0.22%
THG A 0.22%
KRG B 0.22%
CHX C 0.22%
ESNT D 0.22%
CROX D 0.22%
FNB A 0.22%
CRUS D 0.21%
CADE B 0.21%
UMBF B 0.21%
QLYS C 0.21%
CLF F 0.21%
VVV F 0.21%
AMG B 0.21%
LNTH D 0.21%
ALTM C 0.21%
OLLI D 0.21%
KBH D 0.21%
SLM A 0.2%
FFIN B 0.2%
KNF A 0.2%
BC C 0.2%
APPF B 0.2%
GATX A 0.2%
LEA D 0.2%
BDC B 0.19%
ST F 0.19%
SON D 0.19%
UGI A 0.19%
EXPO D 0.19%
BYD C 0.19%
NXST C 0.19%
ROIV C 0.19%
AM A 0.19%
OZK B 0.19%
HWC B 0.19%
POST C 0.19%
HAE C 0.18%
CUZ B 0.18%
AVT C 0.18%
AVNT B 0.18%
IRT A 0.18%
NJR A 0.18%
WMG C 0.18%
VLY B 0.18%
LOPE B 0.18%
TKR D 0.18%
RH B 0.18%
FIVE F 0.18%
MMS F 0.18%
AN C 0.17%
EEFT B 0.17%
DLB B 0.17%
SLGN A 0.17%
SWX B 0.17%
TCBI B 0.16%
ASGN F 0.16%
BCO D 0.16%
KRC C 0.16%
NEU C 0.16%
CELH F 0.16%
OGS A 0.16%
WLK D 0.16%
SBRA C 0.16%
KMPR B 0.16%
ORA B 0.16%
FLO D 0.16%
M D 0.16%
IBOC A 0.15%
MSM C 0.15%
HOG D 0.15%
ENS D 0.15%
RYN D 0.15%
ASB B 0.15%
CNO A 0.15%
XRAY F 0.14%
ACHC F 0.14%
TNL A 0.14%
OPCH D 0.14%
ASH D 0.14%
SR A 0.14%
FHI A 0.13%
EPR D 0.13%
VAL D 0.13%
BLKB B 0.13%
CDP C 0.13%
SLAB D 0.13%
NVST B 0.13%
TEX D 0.13%
IRDM D 0.13%
PII D 0.13%
POWI D 0.13%
LANC C 0.13%
ZI D 0.12%
PK B 0.12%
PAG B 0.12%
ALGM D 0.12%
PBF D 0.12%
BHF B 0.12%
WEN D 0.12%
SMG D 0.12%
GHC C 0.12%
FLG C 0.12%
CHH A 0.12%
YETI C 0.12%
COLM B 0.11%
COTY F 0.11%
LIVN F 0.11%
SAM C 0.11%
TDC D 0.11%
NEOG F 0.11%
AMKR D 0.11%
AMED F 0.11%
NSA D 0.11%
SYNA C 0.11%
VAC B 0.11%
PCH D 0.11%
WU D 0.1%
ENOV C 0.1%
VC D 0.1%
ARWR F 0.1%
GT C 0.1%
NSP D 0.1%
CXT B 0.1%
HGV B 0.1%
CPRI F 0.09%
PPC C 0.08%
IPGP D 0.08%
AZTA D 0.08%
JWN C 0.08%
RCM F 0.08%
GEF A 0.07%
CAR C 0.07%
VSH D 0.07%
UAA C 0.07%
CNXC F 0.07%
CRI D 0.07%
UA C 0.05%
MAGN F 0.01%
XJH Underweight 157 Positions Relative to CVSE
Symbol Grade Weight
NVDA C -7.98%
MSFT F -7.68%
AAPL C -6.81%
LLY F -2.63%
SPGI C -2.01%
ACN C -1.81%
MRK F -1.73%
PH A -1.66%
NFLX A -1.55%
MA C -1.54%
V A -1.44%
ETN A -1.42%
HD A -1.33%
DIS B -1.24%
VRSK A -1.21%
MET A -1.14%
CMI A -1.11%
NOW A -1.11%
CRM B -1.09%
PGR A -1.06%
GM B -1.04%
ICE C -1.0%
CAT B -0.94%
GIS D -0.91%
VZ C -0.9%
AXP A -0.88%
ADP B -0.84%
TT A -0.84%
BSX B -0.82%
PRU A -0.76%
CSCO B -0.75%
LOW D -0.75%
AMGN D -0.73%
TRV B -0.72%
INTU C -0.7%
TFC A -0.7%
ECL D -0.69%
AMAT F -0.69%
CBRE B -0.69%
URI B -0.68%
AWK D -0.67%
ADBE C -0.67%
OMC C -0.65%
LIN D -0.64%
ES D -0.64%
PLD D -0.63%
AMT D -0.63%
SCHW B -0.62%
SHW A -0.61%
NUE C -0.61%
ITW B -0.58%
TGT F -0.56%
CFG B -0.55%
DFS B -0.55%
HPE B -0.55%
AMD F -0.52%
DE A -0.52%
ED D -0.49%
TXN C -0.48%
COF B -0.47%
EMR A -0.47%
HUM C -0.45%
CDNS B -0.43%
BMY B -0.41%
BALL D -0.4%
SJM D -0.4%
STT A -0.4%
NDAQ A -0.4%
RMD C -0.38%
TJX A -0.37%
LULU C -0.36%
ADSK A -0.36%
STE F -0.36%
EBAY D -0.36%
MU D -0.35%
FITB A -0.35%
DHR F -0.35%
MKC D -0.34%
GILD C -0.34%
PYPL B -0.32%
DRI B -0.31%
ROK B -0.31%
A D -0.31%
HUBS A -0.31%
QCOM F -0.3%
CLX B -0.3%
IDXX F -0.3%
MORN B -0.3%
ULTA F -0.29%
EW C -0.29%
HBAN A -0.28%
HOLX D -0.28%
WDAY B -0.28%
TSCO D -0.28%
MOS F -0.28%
PFE D -0.27%
HPQ B -0.27%
PNR A -0.26%
IPG D -0.26%
INTC D -0.26%
HAS D -0.26%
ALNY D -0.25%
NKE D -0.25%
BBY D -0.24%
EL F -0.22%
SNPS B -0.22%
EXPD D -0.22%
BFAM D -0.21%
MSI B -0.21%
HIG B -0.21%
VRTX F -0.2%
TPR B -0.2%
DECK A -0.2%
DELL C -0.19%
KLAC D -0.19%
TROW B -0.19%
RF A -0.19%
FMC D -0.18%
EQR B -0.18%
WAT B -0.18%
CTAS B -0.18%
DVA B -0.17%
FIS C -0.16%
EXR D -0.15%
LRCX F -0.15%
PANW C -0.15%
AKAM D -0.14%
XYL D -0.14%
VTR C -0.14%
TWLO A -0.12%
NEE D -0.11%
EXAS D -0.1%
SNOW C -0.1%
BXP D -0.1%
MSCI C -0.1%
REGN F -0.1%
EA A -0.1%
CHD B -0.1%
RL B -0.09%
GPC D -0.09%
IQV D -0.09%
SWK D -0.09%
VRSN F -0.08%
PODD C -0.08%
CSGP D -0.08%
DKS C -0.06%
KEY B -0.06%
RKT F -0.06%
FICO B -0.05%
HST C -0.05%
VLTO D -0.05%
ON D -0.05%
FSLR F -0.04%
RHI B -0.04%
ETSY D -0.03%
CPRT A -0.03%
MRNA F -0.02%
Compare ETFs