CDEI vs. HCMT ETF Comparison

Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to Direxion HCM Tactical Enhanced US ETF (HCMT)
CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

CDEI Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$72.73

Average Daily Volume

644

Number of Holdings *

370

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

Direxion HCM Tactical Enhanced US ETF

HCMT Description The fund is actively managed and seeks to provide enhanced returns across multiple market cycles that are broadly correlated to the U.S. equity markets. The fund will invest in, to have exposure to, U.S. equity securities in order to achieve capital appreciation, or will invest in cash or cash equivalents in order to attempt to preserve capital during market downturns. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$37.34

Average Daily Volume

49,839

Number of Holdings *

499

* may have additional holdings in another (foreign) market
Performance
Period CDEI HCMT
30 Days 1.83% 5.26%
60 Days 4.03% 7.80%
90 Days 4.65% 8.97%
12 Months 24.85% 53.05%
230 Overlapping Holdings
Symbol Grade Weight in CDEI Weight in HCMT Overlap
A D 0.11% 0.06% 0.06%
AAPL C 10.52% 5.56% 5.56%
ABBV D 0.91% 0.47% 0.47%
ABT B 0.6% 0.32% 0.32%
ACGL D 0.11% 0.06% 0.06%
ACN C 0.69% 0.36% 0.36%
ADBE C 0.71% 0.35% 0.35%
ADI D 0.32% 0.17% 0.17%
ADP B 0.37% 0.19% 0.19%
ADSK A 0.2% 0.11% 0.11%
AES F 0.03% 0.02% 0.02%
AIG B 0.15% 0.08% 0.08%
AKAM D 0.04% 0.02% 0.02%
ALGN D 0.05% 0.03% 0.03%
ALL A 0.16% 0.08% 0.08%
ALLE D 0.04% 0.02% 0.02%
AMCR D 0.04% 0.02% 0.02%
AMD F 0.68% 0.36% 0.36%
AMGN D 0.48% 0.25% 0.25%
AMP A 0.17% 0.09% 0.09%
AMT D 0.28% 0.15% 0.15%
ANET C 0.3% 0.16% 0.16%
ANSS B 0.09% 0.05% 0.05%
AON A 0.24% 0.13% 0.13%
APH A 0.26% 0.14% 0.14%
APTV D 0.04% 0.02% 0.02%
AVGO D 2.36% 1.21% 1.21%
AWK D 0.08% 0.04% 0.04%
AXP A 0.5% 0.26% 0.26%
BAC A 0.94% 0.5% 0.5%
BAX D 0.05% 0.03% 0.03%
BBY D 0.06% 0.03% 0.03%
BDX F 0.2% 0.1% 0.1%
BIIB F 0.07% 0.04% 0.04%
BK A 0.17% 0.09% 0.09%
BKNG A 0.51% 0.26% 0.26%
BKR B 0.13% 0.07% 0.07%
BMY B 0.36% 0.19% 0.19%
BR A 0.08% 0.04% 0.04%
BSX B 0.39% 0.21% 0.21%
BWA D 0.02% 0.01% 0.01%
C A 0.39% 0.21% 0.21%
CAG D 0.04% 0.02% 0.02%
CARR D 0.19% 0.1% 0.1%
CBOE B 0.06% 0.04% 0.04%
CCI D 0.14% 0.07% 0.07%
CFG B 0.06% 0.03% 0.03%
CI F 0.27% 0.14% 0.14%
CL D 0.23% 0.12% 0.12%
CLX B 0.06% 0.03% 0.03%
CMCSA B 0.51% 0.27% 0.27%
CME A 0.24% 0.13% 0.13%
CMI A 0.15% 0.08% 0.08%
CMS C 0.06% 0.03% 0.03%
CNC D 0.09% 0.05% 0.05%
COF B 0.21% 0.11% 0.11%
CPRT A 0.15% 0.08% 0.08%
CRM B 0.94% 0.5% 0.5%
CRWD B 0.24% 0.13% 0.13%
CSCO B 0.7% 0.37% 0.37%
CSGP D 0.09% 0.05% 0.05%
CVS D 0.21% 0.11% 0.11%
DAL C 0.13% 0.07% 0.07%
DAY B 0.04% 0.02% 0.02%
DE A 0.3% 0.17% 0.17%
DECK A 0.08% 0.04% 0.04%
DELL C 0.12% 0.06% 0.06%
DFS B 0.13% 0.07% 0.07%
DG F 0.05% 0.03% 0.03%
DHR F 0.48% 0.24% 0.24%
DIS B 0.6% 0.33% 0.33%
DLR B 0.18% 0.09% 0.09%
DLTR F 0.04% 0.02% 0.02%
DOC D 0.04% 0.02% 0.02%
DTE C 0.07% 0.04% 0.04%
EA A 0.12% 0.06% 0.06%
EBAY D 0.09% 0.05% 0.05%
ECL D 0.19% 0.1% 0.1%
EFX F 0.1% 0.05% 0.05%
EL F 0.05% 0.02% 0.02%
ELV F 0.29% 0.15% 0.15%
EMR A 0.22% 0.12% 0.12%
EPAM C 0.04% 0.02% 0.02%
EQIX A 0.26% 0.14% 0.14%
ES D 0.07% 0.04% 0.04%
ETN A 0.44% 0.23% 0.23%
EW C 0.12% 0.07% 0.07%
EXC C 0.12% 0.06% 0.06%
EXPD D 0.05% 0.03% 0.03%
FAST B 0.14% 0.07% 0.07%
FDX B 0.2% 0.1% 0.1%
FI A 0.37% 0.2% 0.2%
FICO B 0.17% 0.09% 0.09%
FIS C 0.15% 0.07% 0.07%
FITB A 0.1% 0.05% 0.05%
FMC D 0.02% 0.01% 0.01%
FSLR F 0.06% 0.03% 0.03%
FTV C 0.08% 0.04% 0.04%
GEN B 0.05% 0.03% 0.03%
GILD C 0.35% 0.18% 0.18%
GIS D 0.11% 0.06% 0.06%
GL B 0.03% 0.02% 0.02%
GOOGL C 5.91% 1.65% 1.65%
HBAN A 0.08% 0.04% 0.04%
HD A 1.22% 0.63% 0.63%
HIG B 0.1% 0.06% 0.06%
HLT A 0.18% 0.1% 0.1%
HOLX D 0.05% 0.03% 0.03%
HPE B 0.08% 0.04% 0.04%
HPQ B 0.11% 0.06% 0.06%
HSIC B 0.03% 0.01% 0.01%
HST C 0.04% 0.02% 0.02%
HSY F 0.08% 0.04% 0.04%
IBM C 0.58% 0.32% 0.32%
ICE C 0.27% 0.14% 0.14%
IDXX F 0.1% 0.05% 0.05%
IEX B 0.05% 0.03% 0.03%
IFF D 0.06% 0.04% 0.04%
INTC D 0.32% 0.16% 0.16%
INTU C 0.58% 0.29% 0.29%
IPG D 0.03% 0.02% 0.02%
IQV D 0.11% 0.05% 0.05%
IR B 0.13% 0.07% 0.07%
IT C 0.12% 0.06% 0.06%
JCI C 0.17% 0.09% 0.09%
JKHY D 0.04% 0.02% 0.02%
JNPR F 0.04% 0.02% 0.02%
JPM A 2.08% 1.09% 1.09%
K A 0.06% 0.03% 0.03%
KDP D 0.11% 0.06% 0.06%
KEY B 0.05% 0.03% 0.03%
KIM A 0.05% 0.03% 0.03%
KMB D 0.13% 0.07% 0.07%
KO D 0.74% 0.39% 0.39%
KR B 0.13% 0.06% 0.06%
LLY F 2.03% 0.95% 0.95%
LNT A 0.05% 0.03% 0.03%
LOW D 0.47% 0.24% 0.24%
LRCX F 0.29% 0.15% 0.15%
MA C 1.3% 0.68% 0.68%
MAR B 0.2% 0.1% 0.1%
MAS D 0.05% 0.03% 0.03%
MCO B 0.23% 0.12% 0.12%
MDLZ F 0.26% 0.14% 0.14%
MDT D 0.33% 0.17% 0.17%
MET A 0.15% 0.08% 0.08%
MKTX D 0.03% 0.02% 0.02%
MMC B 0.33% 0.17% 0.17%
MOS F 0.03% 0.01% 0.01%
MRK F 0.76% 0.39% 0.39%
MRNA F 0.04% 0.02% 0.02%
MSFT F 9.49% 4.93% 4.93%
MSI B 0.25% 0.13% 0.13%
MU D 0.33% 0.17% 0.17%
NDAQ A 0.1% 0.05% 0.05%
NEE D 0.47% 0.25% 0.25%
NFLX A 1.08% 0.61% 0.61%
NOW A 0.65% 0.34% 0.34%
NRG B 0.06% 0.03% 0.03%
NTAP C 0.07% 0.04% 0.04%
NTRS A 0.06% 0.03% 0.03%
NVDA C 10.49% 5.73% 5.73%
O D 0.15% 0.08% 0.08%
OMC C 0.06% 0.03% 0.03%
ON D 0.09% 0.05% 0.05%
OTIS C 0.12% 0.06% 0.06%
PANW C 0.38% 0.2% 0.2%
PARA C 0.02% 0.01% 0.01%
PAYC B 0.03% 0.02% 0.02%
PEG A 0.13% 0.07% 0.07%
PEP F 0.69% 0.35% 0.35%
PFE D 0.45% 0.23% 0.23%
PFG D 0.06% 0.03% 0.03%
PH A 0.27% 0.14% 0.14%
PODD C 0.06% 0.03% 0.03%
POOL C 0.04% 0.02% 0.02%
PRU A 0.14% 0.07% 0.07%
PWR A 0.14% 0.08% 0.08%
PYPL B 0.27% 0.14% 0.14%
QCOM F 0.55% 0.27% 0.27%
REGN F 0.25% 0.13% 0.13%
RF A 0.07% 0.04% 0.04%
RJF A 0.09% 0.05% 0.05%
ROK B 0.1% 0.05% 0.05%
RSG A 0.13% 0.07% 0.07%
SBUX A 0.33% 0.18% 0.18%
SCHW B 0.36% 0.19% 0.19%
SJM D 0.03% 0.02% 0.02%
SPG B 0.17% 0.09% 0.09%
SPGI C 0.48% 0.26% 0.26%
SRE A 0.17% 0.09% 0.09%
STE F 0.07% 0.03% 0.03%
STX D 0.06% 0.03% 0.03%
SWK D 0.04% 0.02% 0.02%
SYF B 0.08% 0.04% 0.04%
SYK C 0.42% 0.21% 0.21%
SYY B 0.11% 0.06% 0.06%
T A 0.48% 0.26% 0.26%
TER D 0.05% 0.03% 0.03%
TFC A 0.19% 0.1% 0.1%
TGT F 0.21% 0.09% 0.09%
TJX A 0.41% 0.22% 0.22%
TMO F 0.62% 0.31% 0.31%
TMUS B 0.35% 0.18% 0.18%
TRMB B 0.05% 0.03% 0.03%
TRV B 0.18% 0.09% 0.09%
TSCO D 0.09% 0.05% 0.05%
TT A 0.28% 0.15% 0.15%
TYL B 0.08% 0.04% 0.04%
UNH C 1.66% 0.89% 0.89%
UNP C 0.43% 0.23% 0.23%
USB A 0.24% 0.13% 0.13%
V A 1.56% 0.82% 0.82%
VRSN F 0.05% 0.02% 0.02%
VRTX F 0.38% 0.19% 0.19%
VTR C 0.08% 0.04% 0.04%
VZ C 0.52% 0.28% 0.28%
WAB B 0.1% 0.05% 0.05%
WAT B 0.07% 0.03% 0.03%
WDC D 0.06% 0.03% 0.03%
WELL A 0.25% 0.13% 0.13%
WM A 0.27% 0.13% 0.13%
WMT A 1.11% 0.61% 0.61%
WST C 0.07% 0.04% 0.04%
WY D 0.07% 0.04% 0.04%
XEL A 0.12% 0.06% 0.06%
XYL D 0.09% 0.05% 0.05%
YUM B 0.12% 0.06% 0.06%
ZBRA B 0.06% 0.03% 0.03%
ZTS D 0.24% 0.13% 0.13%
CDEI Overweight 140 Positions Relative to HCMT
Symbol Grade Weight
TTD B 0.17%
TEAM A 0.12%
HUBS A 0.11%
ALNY D 0.1%
VEEV C 0.1%
EME C 0.07%
LPLA A 0.07%
BAH F 0.06%
RGA A 0.05%
Z A 0.05%
EQH B 0.05%
USFD A 0.05%
NTNX A 0.05%
DOCU A 0.05%
TWLO A 0.05%
BURL A 0.05%
OC A 0.05%
XPO B 0.05%
PINS D 0.05%
WSO A 0.05%
SCI B 0.04%
JEF A 0.04%
NVT B 0.04%
ITT A 0.04%
JLL D 0.04%
RNR C 0.04%
ELS C 0.04%
CLH B 0.04%
PFGC B 0.04%
UNM A 0.04%
TXRH C 0.04%
AVTR F 0.04%
DT C 0.04%
EWBC A 0.04%
SOFI A 0.04%
ACM A 0.04%
CASY A 0.04%
TW A 0.04%
CFR B 0.03%
TTC D 0.03%
MEDP D 0.03%
GPK C 0.03%
BILL A 0.03%
WTFC A 0.03%
BRX A 0.03%
ZION B 0.03%
SNX C 0.03%
PEN B 0.03%
AAON B 0.03%
PCTY B 0.03%
ORI A 0.03%
MORN B 0.03%
REXR F 0.03%
CMA A 0.03%
TPX B 0.03%
FBIN D 0.03%
RPRX D 0.03%
PRI A 0.03%
CIEN B 0.03%
OHI C 0.03%
AFG A 0.03%
AIT A 0.03%
CUBE D 0.03%
CCK C 0.03%
TTEK F 0.03%
DKS C 0.03%
BLD D 0.03%
LECO B 0.03%
RDN C 0.02%
INSP D 0.02%
GATX A 0.02%
ITRI B 0.02%
BC C 0.02%
APPF B 0.02%
CRUS D 0.02%
LEA D 0.02%
THO B 0.02%
BCPC B 0.02%
ETSY D 0.02%
PVH C 0.02%
CROX D 0.02%
SUM B 0.02%
LNC B 0.02%
JHG A 0.02%
BPMC C 0.02%
WHR B 0.02%
COOP B 0.02%
IDA A 0.02%
LYFT C 0.02%
MTG C 0.02%
SAIC F 0.02%
FAF A 0.02%
MTH D 0.02%
MAT D 0.02%
AWI A 0.02%
DBX B 0.02%
MTN C 0.02%
BMI B 0.02%
RHP B 0.02%
AZEK A 0.02%
ALK C 0.02%
HALO F 0.02%
BBWI D 0.02%
H B 0.02%
CADE B 0.02%
ATI D 0.02%
ELAN D 0.02%
ONB B 0.02%
FCN D 0.02%
EXLS B 0.02%
MIDD C 0.02%
GTLS B 0.02%
BIO D 0.02%
CVLT B 0.02%
G B 0.02%
VFC C 0.02%
RHI B 0.02%
TREX C 0.02%
MKSI C 0.02%
NNN D 0.02%
SNV B 0.02%
SKX D 0.02%
HQY B 0.02%
AGR B 0.01%
COLM B 0.01%
CWEN C 0.01%
TNET D 0.01%
ASH D 0.01%
OGN D 0.01%
CHH A 0.01%
FELE B 0.01%
FLO D 0.01%
M D 0.01%
SLGN A 0.01%
CELH F 0.01%
SWX B 0.01%
POR C 0.01%
MMS F 0.01%
TENB C 0.01%
SON D 0.01%
CDEI Underweight 269 Positions Relative to HCMT
Symbol Grade Weight
AMZN C -3.03%
META D -1.97%
TSLA B -1.52%
BRK.A B -1.37%
GOOG C -1.36%
XOM B -0.85%
COST B -0.66%
PG A -0.64%
JNJ D -0.59%
ORCL B -0.49%
CVX A -0.44%
WFC A -0.4%
LIN D -0.35%
MCD D -0.33%
PM B -0.32%
ISRG A -0.31%
GE D -0.31%
CAT B -0.3%
TXN C -0.29%
GS A -0.29%
MS A -0.26%
RTX C -0.25%
HON B -0.24%
PGR A -0.24%
AMAT F -0.23%
BLK C -0.23%
UBER D -0.23%
COP C -0.21%
BX A -0.21%
PLTR B -0.2%
LMT D -0.18%
PLD D -0.17%
CB C -0.17%
BA F -0.17%
KKR A -0.16%
GEV B -0.15%
MO A -0.15%
SO D -0.15%
UPS C -0.15%
SHW A -0.14%
DUK C -0.14%
NKE D -0.14%
CMG B -0.13%
MCK B -0.13%
PNC B -0.13%
SNPS B -0.13%
KLAC D -0.13%
CDNS B -0.13%
GD F -0.12%
APD A -0.12%
TDG D -0.12%
CEG D -0.12%
CTAS B -0.12%
EOG A -0.12%
OKE A -0.11%
CSX B -0.11%
NOC D -0.11%
ORLY B -0.11%
MMM D -0.11%
WMB A -0.11%
ITW B -0.11%
ABNB C -0.1%
GM B -0.1%
SLB C -0.1%
HCA F -0.1%
FCX D -0.1%
AJG B -0.1%
MPC D -0.09%
KMI A -0.09%
URI B -0.09%
PSX C -0.09%
AFL B -0.09%
RCL A -0.09%
NXPI D -0.09%
PCAR B -0.09%
NSC B -0.09%
FTNT C -0.09%
ROP B -0.09%
DHI D -0.08%
HWM A -0.08%
D C -0.08%
NEM D -0.08%
AZO C -0.08%
AEP D -0.08%
PSA D -0.08%
GWW B -0.08%
VST B -0.08%
HES B -0.07%
LEN D -0.07%
F C -0.07%
COR B -0.07%
AXON A -0.07%
TRGP B -0.07%
AME A -0.07%
PCG A -0.07%
VLO C -0.07%
PAYX C -0.07%
KVUE A -0.07%
MSCI C -0.07%
LHX C -0.07%
ROST C -0.07%
MCHP D -0.06%
EXR D -0.06%
NUE C -0.06%
RMD C -0.06%
HUM C -0.06%
LULU C -0.06%
MTB A -0.06%
MLM B -0.06%
GLW B -0.06%
VMC B -0.06%
STZ D -0.06%
CHTR C -0.06%
MNST C -0.06%
CTSH B -0.06%
GEHC F -0.06%
CBRE B -0.06%
VRSK A -0.06%
ODFL B -0.06%
CTVA C -0.06%
PPG F -0.05%
STT A -0.05%
KEYS A -0.05%
GPN B -0.05%
CAH B -0.05%
TTWO A -0.05%
DXCM D -0.05%
DOW F -0.05%
UAL A -0.05%
WEC A -0.05%
WTW B -0.05%
GRMN B -0.05%
ETR B -0.05%
AVB B -0.05%
EIX B -0.05%
VICI C -0.05%
ED D -0.05%
IRM D -0.05%
FANG D -0.05%
DD D -0.05%
OXY D -0.05%
WBD C -0.04%
TDY B -0.04%
ZBH C -0.04%
EXPE B -0.04%
PTC A -0.04%
ATO A -0.04%
CDW F -0.04%
CINF A -0.04%
SBAC D -0.04%
DVN F -0.04%
HUBB B -0.04%
MTD D -0.04%
AEE A -0.04%
EQR B -0.04%
PPL B -0.04%
CCL B -0.04%
ADM D -0.04%
CPAY A -0.04%
BRO B -0.04%
VLTO D -0.04%
TROW B -0.04%
PHM D -0.04%
GDDY A -0.04%
DOV A -0.04%
KHC F -0.04%
CHD B -0.04%
SW A -0.04%
MPWR F -0.04%
HAL C -0.04%
NVR D -0.04%
EQT B -0.04%
VTRS A -0.03%
DPZ C -0.03%
AVY D -0.03%
MRO B -0.03%
ARE D -0.03%
CF B -0.03%
ULTA F -0.03%
EG C -0.03%
J F -0.03%
NI A -0.03%
GPC D -0.03%
PNR A -0.03%
MOH F -0.03%
LVS C -0.03%
DGX A -0.03%
TSN B -0.03%
WRB A -0.03%
BALL D -0.03%
FDS B -0.03%
MAA B -0.03%
SNA A -0.03%
LUV C -0.03%
INVH D -0.03%
ESS B -0.03%
DRI B -0.03%
MKC D -0.03%
CTRA B -0.03%
LH C -0.03%
IP B -0.03%
BLDR D -0.03%
CNP B -0.03%
STLD B -0.03%
LYV A -0.03%
FE C -0.03%
LYB F -0.03%
PKG A -0.03%
LDOS C -0.03%
SOLV C -0.02%
CRL C -0.02%
LKQ D -0.02%
ERIE D -0.02%
FOXA B -0.02%
PNW B -0.02%
TAP C -0.02%
CTLT B -0.02%
TECH D -0.02%
GNRC B -0.02%
LW C -0.02%
NWSA B -0.02%
INCY C -0.02%
NCLH B -0.02%
AIZ A -0.02%
BXP D -0.02%
UHS D -0.02%
EMN D -0.02%
KMX B -0.02%
REG B -0.02%
BG F -0.02%
TPR B -0.02%
CHRW C -0.02%
CPT B -0.02%
ALB C -0.02%
SMCI F -0.02%
SWKS F -0.02%
UDR B -0.02%
RVTY F -0.02%
NDSN B -0.02%
ROL B -0.02%
FFIV B -0.02%
JBHT C -0.02%
JBL B -0.02%
EVRG A -0.02%
TXT D -0.02%
L A -0.02%
NWS B -0.01%
FOX A -0.01%
WBA F -0.01%
QRVO F -0.01%
BEN C -0.01%
MHK D -0.01%
DVA B -0.01%
HII D -0.01%
IVZ B -0.01%
MTCH D -0.01%
CE F -0.01%
HAS D -0.01%
CZR F -0.01%
APA D -0.01%
RL B -0.01%
WYNN D -0.01%
FRT B -0.01%
ENPH F -0.01%
AOS F -0.01%
CPB D -0.01%
MGM D -0.01%
HRL D -0.01%
TFX F -0.01%
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