# Portfolio overlap — CSXAX vs SPXUX

Comparing **Calvert U.S. Large Cap Core Responsible Index Fund** (2026-03-31) and **WisdomTree 500 Digital Fund** (2026-03-31).

- Shared positions: 387
- Calvert U.S. Large Cap Core Responsible Index Fund covered by WisdomTree 500 Digital Fund: 0.7804873039026263497020199722
- WisdomTree 500 Digital Fund covered by Calvert U.S. Large Cap Core Responsible Index Fund: 0.7804873039026263497020199721

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

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069983 | ✓ |
| APPLE INC | 0.063953 | ✓ |
| ALPHABET INC CL A | 0.053774 | ✓ |
| MICROSOFT CORP | 0.046893 | ✓ |
| AMAZON.COM INC | 0.035621 | ✓ |
| BROADCOM INC | 0.025726 | ✓ |
| JPMORGAN CHASE and CO | 0.014840 | ✓ |
| LILLY ELI and CO | 0.014460 | ✓ |
| WALMART INC | 0.010059 | ✓ |
| VISA INC-CLASS A | 0.010055 | ✓ |
| COSTCO WHOLESALE CORP | 0.008207 | ✓ |
| MASTERCARD INC CL A | 0.008082 | ✓ |
| NETFLIX INC | 0.008076 | ✓ |
| ABBVIE INC | 0.007965 | ✓ |
| MICRON TECHNOLOGY INC | 0.007617 | ✓ |
| BANK OF AMERICA CORPORATION | 0.007453 | ✓ |
| CATERPILLAR INC | 0.007048 | ✓ |
| ADV MICRO DEVICE | 0.006627 | ✓ |
| COCA-COLA CO/THE | 0.006446 | ✓ |
| MERCK & CO | 0.006351 | ✓ |
| GENERAL ELECTRIC CO | 0.006308 | ✓ |
| PROCTER & GAMBLE | 0.006254 | ✓ |
| CISCO SYSTEMS INC | 0.006126 | ✓ |
| HOME DEPOT INC | 0.006065 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005737 | ✓ |
| WELLS FARGO & CO | 0.005711 | ✓ |
| LINDE PLC | 0.005395 | ✓ |
| LAM RESEARCH CORP | 0.005372 | ✓ |
| APPLIED MATERIALS INC | 0.005362 | ✓ |
| UNITEDHEALTH GRP | 0.005316 | ✓ |
| GE VERNOVA LLC | 0.005312 | ✓ |
| PEPSICO INC | 0.005010 | ✓ |
| ORACLE CORP | 0.004947 | ✓ |
| CITIGROUP INC | 0.004613 | ✓ |
| INTL BUS MACH CORP | 0.004503 | ✓ |
| NEXTERA ENERGY INC | 0.004353 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004251 | ✓ |
| AMGEN INC | 0.004106 | ✓ |
| AT&T INC | 0.004011 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003957 | ✓ |
| KLA CORP | 0.003885 | ✓ |
| UNION PACIFIC CORP | 0.003873 | ✓ |
| AMPHENOL CORPORATION CL A | 0.003864 | ✓ |
| ABBOTT LABS | 0.003806 | ✓ |
| WALT DISNEY CO/T | 0.003799 | ✓ |
| AMERICAN EXPRESS CO | 0.003778 | ✓ |
| INTEL CORP | 0.003710 | ✓ |
| GILEAD SCIENCES INC | 0.003686 | ✓ |
| SCHWAB CHARLES CORP | 0.003638 | ✓ |
| TEXAS INSTRUMENTS INC | 0.003526 | ✓ |

## WisdomTree 500 Digital Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.074585 | ✓ |
| APPLE INC | 0.063973 | ✓ |
| ALPHABET INC CL A | 0.060101 | ✓ |
| MICROSOFT CORP | 0.047235 | ✓ |
| AMAZON.COM INC | 0.037438 | ✓ |
| META PLATFORMS INC CL A | 0.024713 |  |
| BROADCOM INC | 0.023926 | ✓ |
| TESLA INC | 0.019079 |  |
| BERKSHIRE HATH-B | 0.018246 |  |
| WALMART INC | 0.016916 | ✓ |
| LILLY ELI and CO | 0.015833 | ✓ |
| JPMORGAN CHASE and CO | 0.014043 | ✓ |
| EXXON MOBIL CORP | 0.013050 |  |
| VISA INC-CLASS A | 0.010502 | ✓ |
| JOHNSON&JOHNSON | 0.009808 |  |
| NETFLIX INC | 0.008288 | ✓ |
| MASTERCARD INC CL A | 0.008186 | ✓ |
| COSTCO WHOLESALE CORP | 0.007652 | ✓ |
| CHEVRON CORP | 0.007613 |  |
| BANK OF AMERICA CORPORATION | 0.006486 | ✓ |
| MICRON TECHNOLOGY INC | 0.006399 | ✓ |
| ORACLE CORP | 0.006373 | ✓ |
| ABBVIE INC | 0.006333 | ✓ |
| PROCTER & GAMBLE | 0.006165 | ✓ |
| ADV MICRO DEVICE | 0.005949 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005823 |  |
| CATERPILLAR INC | 0.005758 | ✓ |
| COCA-COLA CO/THE | 0.005587 | ✓ |
| CISCO SYSTEMS INC | 0.005586 | ✓ |
| GENERAL ELECTRIC CO | 0.005393 | ✓ |
| HOME DEPOT INC | 0.005325 | ✓ |
| MERCK & CO | 0.005081 | ✓ |
| APPLIED MATERIALS INC | 0.004878 | ✓ |
| LAM RESEARCH CORP | 0.004827 | ✓ |
| WELLS FARGO & CO | 0.004718 | ✓ |
| PHILIP MORRIS INTL INC | 0.004634 |  |
| RTX CORP | 0.004604 |  |
| T-MOBILE US INC | 0.004341 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004331 | ✓ |
| MORGAN STANLEY | 0.004297 |  |
| UNITEDHEALTH GRP | 0.004069 | ✓ |
| GE VERNOVA LLC | 0.003966 | ✓ |
| INTL BUS MACH CORP | 0.003754 | ✓ |
| AMERICAN EXPRESS CO | 0.003658 | ✓ |
| AT&T INC | 0.003625 | ✓ |
| PEPSICO INC | 0.003587 | ✓ |
| MCDONALDS CORP | 0.003540 |  |
| VERIZON COMMUNICATIONS INC | 0.003531 | ✓ |
| INTEL CORP | 0.003527 | ✓ |
| KLA CORP | 0.003486 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050769` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050769/0001410368-26-050769-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022905` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1859001/000094040026022905/0000940400-26-022905-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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