# Portfolio overlap — CSXAX vs XVV

Comparing **Calvert U.S. Large Cap Core Responsible Index Fund** (2026-03-31) and **iShares ESG Select Screened S&P 500 ETF** (2026-03-31).

- Shared positions: 373
- Calvert U.S. Large Cap Core Responsible Index Fund covered by iShares ESG Select Screened S&P 500 ETF: 0.7950478145833378115656031925
- iShares ESG Select Screened S&P 500 ETF covered by Calvert U.S. Large Cap Core Responsible Index Fund: 0.7950478145833378115656031925

## 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 | ✓ |

## iShares ESG Select Screened S&P 500 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.084906 | ✓ |
| APPLE INC | 0.074648 | ✓ |
| MICROSOFT CORP | 0.055070 | ✓ |
| AMAZON.COM INC | 0.040762 | ✓ |
| ALPHABET INC CL A | 0.033542 | ✓ |
| BROADCOM INC | 0.029401 | ✓ |
| ALPHABET INC CL C | 0.026878 |  |
| META PLATFORMS INC CL A | 0.025070 |  |
| TESLA INC | 0.020947 |  |
| BERKSHIRE HATH-B | 0.017605 |  |
| JPMORGAN CHASE and CO | 0.015890 | ✓ |
| LILLY ELI and CO | 0.014603 | ✓ |
| VISA INC-CLASS A | 0.010180 | ✓ |
| COSTCO WHOLESALE CORP | 0.008859 | ✓ |
| MASTERCARD INC CL A | 0.008153 | ✓ |
| NETFLIX INC | 0.008133 | ✓ |
| ABBVIE INC | 0.007701 | ✓ |
| MICRON TECHNOLOGY INC | 0.007617 | ✓ |
| PROCTER & GAMBLE | 0.006725 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006695 |  |
| CATERPILLAR INC | 0.006605 | ✓ |
| HOME DEPOT INC | 0.006560 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006481 | ✓ |
| CISCO SYSTEMS INC | 0.006145 | ✓ |
| MERCK & CO | 0.005981 | ✓ |
| GENERAL ELECTRIC CO | 0.005963 | ✓ |
| COCA-COLA CO/THE | 0.005899 | ✓ |
| APPLIED MATERIALS INC | 0.005435 | ✓ |
| LAM RESEARCH CORP | 0.005346 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005084 | ✓ |
| ORACLE CORP | 0.004998 | ✓ |
| WELLS FARGO & CO | 0.004933 | ✓ |
| UNITEDHEALTH GRP | 0.004911 | ✓ |
| GE VERNOVA LLC | 0.004714 | ✓ |
| LINDE PLC | 0.004638 | ✓ |
| MCDONALDS CORP | 0.004434 |  |
| PEPSICO INC | 0.004252 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004241 | ✓ |
| INTEL CORP | 0.004151 | ✓ |
| AT&T INC | 0.004066 | ✓ |
| CITIGROUP INC | 0.003971 | ✓ |
| MORGAN STANLEY | 0.003967 |  |
| NEXTERA ENERGY INC | 0.003875 | ✓ |
| KLA CORP | 0.003869 | ✓ |
| AMGEN INC | 0.003795 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003698 | ✓ |
| ABBOTT LABS | 0.003577 | ✓ |
| TJX COS INC | 0.003553 | ✓ |
| TEXAS INSTRUMENTS INC | 0.003530 | ✓ |
| SALESFORCE INC | 0.003504 | ✓ |


## 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 `0000940400-26-020793` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000094040026020793/0000940400-26-020793-index.htm>

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