# Portfolio overlap — CFJIX vs IWD

Comparing **Calvert U.S. Large Cap Value Responsible Index Fund** (2026-03-31) and **iShares Russell 1000 Value ETF** (2026-03-31).

- Shared positions: 445
- Calvert U.S. Large Cap Value Responsible Index Fund covered by iShares Russell 1000 Value ETF: 0.4926228714565255009259807859
- iShares Russell 1000 Value ETF covered by Calvert U.S. Large Cap Value Responsible Index Fund: 0.4926228714565255009259807859

## Calvert U.S. Large Cap Value Responsible Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMORGAN CHASE and CO | 0.034658 | ✓ |
| BANK OF AMERICA CORPORATION | 0.020204 | ✓ |
| MERCK & CO | 0.017411 | ✓ |
| WELLS FARGO & CO | 0.014669 | ✓ |
| UNITEDHEALTH GRP | 0.014589 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.014532 | ✓ |
| MICRON TECHNOLOGY INC | 0.012961 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.012902 | ✓ |
| AT&T INC | 0.012477 | ✓ |
| CITIGROUP INC | 0.012206 | ✓ |
| INTEL CORP | 0.011495 | ✓ |
| PEPSICO INC | 0.011249 | ✓ |
| GENERAL ELECTRIC CO | 0.010341 |  |
| PFIZER INC | 0.010243 | ✓ |
| WALMART INC | 0.009918 | ✓ |
| PROCTER & GAMBLE | 0.008746 | ✓ |
| GILEAD SCIENCES INC | 0.008290 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.008131 | ✓ |
| PROLOGIS INC REIT | 0.008022 | ✓ |
| CATERPILLAR INC | 0.007999 | ✓ |
| WALT DISNEY CO/T | 0.007630 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.007453 | ✓ |
| NEXTERA ENERGY INC | 0.007197 | ✓ |
| BLACKROCK INC | 0.007081 | ✓ |
| CISCO SYSTEMS INC | 0.006966 | ✓ |
| COCA-COLA CO/THE | 0.006945 | ✓ |
| COMCAST CORP CL A | 0.006942 | ✓ |
| MEDTRONIC PLC | 0.006812 |  |
| ABBOTT LABS | 0.006748 | ✓ |
| WESTERN DIGITAL CORP | 0.006401 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.006366 | ✓ |
| SANDISK CORPORATION | 0.006303 | ✓ |
| CVS HEALTH CORP | 0.006246 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.006078 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.006014 | ✓ |
| US BANCORP DEL | 0.005825 | ✓ |
| REGENERON PHARMACEUTICALS INC | 0.005806 | ✓ |
| HOME DEPOT INC | 0.005792 | ✓ |
| TEXAS INSTRUMENTS INC | 0.005743 | ✓ |
| INTL BUS MACH CORP | 0.005684 | ✓ |
| UNION PACIFIC CORP | 0.005597 | ✓ |
| FEDEX CORP | 0.005560 | ✓ |
| DEERE & CO | 0.005368 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.005262 | ✓ |
| THE CIGNA GROUP | 0.005218 | ✓ |
| CME GROUP INC CL A | 0.005159 | ✓ |
| WARNER BROS DISCOVERY INC | 0.005107 | ✓ |
| GENERAL MOTORS CO | 0.005099 | ✓ |
| SEMPRA ENERGY | 0.005026 | ✓ |
| ELEVANCE HEALTH INC | 0.004928 | ✓ |

## iShares Russell 1000 Value ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.028899 |  |
| JPMORGAN CHASE and CO | 0.026128 | ✓ |
| EXXON MOBIL CORP | 0.023436 |  |
| ALPHABET INC CL A | 0.019399 |  |
| JOHNSON&JOHNSON | 0.019233 |  |
| AMAZON.COM INC | 0.017959 |  |
| WALMART INC | 0.015913 | ✓ |
| ALPHABET INC CL C | 0.015757 |  |
| CHEVRON CORP | 0.012674 |  |
| MICRON TECHNOLOGY INC | 0.012342 | ✓ |
| PROCTER & GAMBLE | 0.011093 | ✓ |
| CISCO SYSTEMS INC | 0.010098 | ✓ |
| MERCK & CO | 0.009775 | ✓ |
| BANK OF AMERICA CORPORATION | 0.009637 | ✓ |
| CATERPILLAR INC | 0.009406 | ✓ |
| RTX CORP | 0.008438 |  |
| PHILIP MORRIS INTL INC | 0.008423 |  |
| WELLS FARGO & CO | 0.008061 | ✓ |
| UNITEDHEALTH GRP | 0.008051 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.007691 | ✓ |
| LINDE PLC | 0.007612 |  |
| INTL BUS MACH CORP | 0.007374 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.007307 |  |
| META PLATFORMS INC CL A | 0.007284 |  |
| VERIZON COMMUNICATIONS INC | 0.006932 | ✓ |
| MCDONALDS CORP | 0.006853 |  |
| AT&T INC | 0.006551 | ✓ |
| INTEL CORP | 0.006367 | ✓ |
| APPLIED MATERIALS INC | 0.006351 |  |
| NEXTERA ENERGY INC | 0.006336 | ✓ |
| MORGAN STANLEY | 0.006105 |  |
| THERMO FISHER SCIENTIFIC INC | 0.006069 | ✓ |
| PEPSICO INC | 0.006005 | ✓ |
| ABBOTT LABS | 0.005813 | ✓ |
| WALT DISNEY CO/T | 0.005598 | ✓ |
| CONOCOPHILLIPS | 0.005341 |  |
| CITIGROUP INC | 0.005280 | ✓ |
| PFIZER INC | 0.005216 | ✓ |
| ANALOG DEVICES INC | 0.005084 | ✓ |
| COCA-COLA CO/THE | 0.004945 | ✓ |
| SALESFORCE INC | 0.004942 |  |
| BLACKROCK INC | 0.004797 | ✓ |
| HONEYWELL INTL INC | 0.004700 |  |
| SCHWAB CHARLES CORP | 0.004683 | ✓ |
| EATON CORP PLC | 0.004583 |  |
| DEERE & CO | 0.004500 | ✓ |
| ADV MICRO DEVICE | 0.004446 |  |
| WELLTOWER INC | 0.004445 |  |
| UNION PACIFIC CORP | 0.004370 | ✓ |
| LOWES COS INC | 0.004330 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050782` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050782/0001410368-26-050782-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003757` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003757/0001004726-26-003757-index.htm>

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