# Portfolio overlap — CVMC vs SWMCX

Comparing **Calvert US Mid-Cap Core Responsible Index ETF** (2026-03-31) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 521
- Calvert US Mid-Cap Core Responsible Index ETF covered by Schwab U.S. Mid-Cap Index Fund: 0.6804455716667352211654505426
- Schwab U.S. Mid-Cap Index Fund covered by Calvert US Mid-Cap Core Responsible Index ETF: 0.6804455716667352211654505425

## Calvert US Mid-Cap Core Responsible Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.018522 |  |
| CORNING INC | 0.009313 | ✓ |
| VERTIV HOLDINGS CO | 0.008334 | ✓ |
| WESTERN DIGITAL CORP | 0.008068 | ✓ |
| MARVELL TECHNOLOGY INC | 0.007869 |  |
| SANDISK CORPORATION | 0.007861 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.007593 |  |
| QUANTA SVCS INC | 0.007294 | ✓ |
| CUMMINS INC | 0.006676 | ✓ |
| ROSS STORES INC | 0.006277 | ✓ |
| GENERAL MOTORS CO | 0.006111 |  |
| WARNER BROS DISCOVERY INC | 0.006079 | ✓ |
| SEMPRA ENERGY | 0.005891 |  |
| TE CONNECTIVITY PLC | 0.005638 |  |
| BAKER HUGHES CO | 0.005579 | ✓ |
| PACCAR INC | 0.005483 |  |
| REALTY INCOME CORP REIT | 0.005295 | ✓ |
| TRUIST FINL CORP | 0.005273 |  |
| CIENA CORP | 0.005222 | ✓ |
| DOMINION ENERGY INC | 0.005131 |  |
| TARGET CORP | 0.005016 |  |
| FASTENAL CO | 0.004873 | ✓ |
| MONOLITHIC POWER SYS INC | 0.004855 | ✓ |
| EXELON CORP | 0.004808 | ✓ |
| XCEL ENERGY INC | 0.004725 | ✓ |
| LUMENTUM HOLDINGS INC | 0.004676 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.004644 | ✓ |
| AMETEK INC NEW | 0.004632 | ✓ |
| COMFORT SYSTEMS USA INC | 0.004604 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.004584 | ✓ |
| ELECTRONIC ARTS INC | 0.004485 | ✓ |
| KROGER CO | 0.004483 | ✓ |
| TERADYNE INC | 0.004423 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.004417 |  |
| UNITED RENTALS INC | 0.004348 | ✓ |
| BECTON DICKINSON and CO | 0.004293 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.004278 | ✓ |
| DELTA AIR LI | 0.004269 | ✓ |
| FORD MOTOR CO | 0.004266 | ✓ |
| IDEXX LABS INC | 0.004225 | ✓ |
| YUM! BRANDS INC | 0.004177 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.004131 | ✓ |
| FERGUSON ENTERPRISES INC | 0.004129 | ✓ |
| CONSOLIDATED EDISON INC | 0.004073 | ✓ |
| PUB SERV ENTERP | 0.003982 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003926 | ✓ |
| CBRE GROUP INC - CL A | 0.003910 | ✓ |
| DATADOG INC CL A | 0.003879 | ✓ |
| FIFTH THIRD BANCORP | 0.003851 | ✓ |
| NUCOR CORP | 0.003810 | ✓ |

## Schwab U.S. Mid-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 |  |
| CORNING INC | 0.006240 | ✓ |
| CUMMINS INC | 0.006166 | ✓ |
| SANDISK CORPORATION | 0.006015 | ✓ |
| ROBINHOOD MARKETS INC | 0.005699 |  |
| VERTIV HOLDINGS CO | 0.005482 | ✓ |
| QUANTA SVCS INC | 0.005410 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 |  |
| CENCORA INC | 0.005091 |  |
| WARNER BROS DISCOVERY INC | 0.004965 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.004956 |  |
| SIMON PROPERTY | 0.004798 |  |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 | ✓ |
| KINDER MORGAN INC | 0.004589 |  |
| PHILLIPS 66 | 0.004478 |  |
| DIGITAL REALTY TRUST INC | 0.004419 |  |
| REALTY INCOME CORP REIT | 0.004335 | ✓ |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 | ✓ |
| VALERO ENERGY CORP | 0.004269 |  |
| CARVANA CO CL A | 0.004197 |  |
| FORD MOTOR CO | 0.004194 | ✓ |
| MARATHON PETROLEUM CORP | 0.004147 |  |
| VISTRA CORP | 0.004147 |  |
| IDEXX LABS INC | 0.004134 | ✓ |
| ALLSTATE CORPORATION | 0.004064 |  |
| MONOLITHIC POWER SYS INC | 0.004027 | ✓ |
| AMETEK INC NEW | 0.003994 | ✓ |
| ELECTRONIC ARTS INC | 0.003969 | ✓ |
| CARDINAL HEALTH INC | 0.003969 |  |
| CBRE GROUP INC - CL A | 0.003920 | ✓ |
| CORTEVA INC | 0.003855 |  |
| FASTENAL CO | 0.003853 | ✓ |
| UNITED RENTALS INC | 0.003842 | ✓ |
| ONEOK INC | 0.003830 |  |
| AMERIPRISE FINANCIAL INC | 0.003793 | ✓ |
| FERGUSON ENTERPRISES INC | 0.003733 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003693 | ✓ |
| WW GRAINGER INC | 0.003655 |  |
| ANGLOGOLD ASHANTI PLC | 0.003621 |  |
| EXELON CORP | 0.003503 | ✓ |
| CHENIERE ENERGY INC | 0.003488 |  |
| XCEL ENERGY INC | 0.003484 | ✓ |
| MSCI INC | 0.003434 | ✓ |
| NASDAQ INC | 0.003396 | ✓ |
| COINBASE GLOBAL INC | 0.003359 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-011935` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1676326/000207169126011935/0002071691-26-011935-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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