CDEI vs. SUSA ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to iShares MSCI USA ESG Select ETF (SUSA)
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
$72.40
Average Daily Volume
644
Number of Holdings
*
370
* may have additional holdings in another (foreign) market
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$124.71
Average Daily Volume
60,399
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
Performance
| Period | CDEI | SUSA |
|---|---|---|
| 30 Days | 1.83% | 4.04% |
| 60 Days | 4.03% | 4.55% |
| 90 Days | 4.65% | 6.30% |
| 12 Months | 24.85% | 32.95% |
107 Overlapping Holdings
| Symbol | Grade | Weight in CDEI | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.11% | 0.37% | 0.11% | |
| AAPL | C | 10.52% | 4.77% | 4.77% | |
| ACGL | D | 0.11% | 0.23% | 0.11% | |
| ACN | C | 0.69% | 0.67% | 0.67% | |
| ADBE | C | 0.71% | 1.02% | 0.71% | |
| ADP | B | 0.37% | 1.29% | 0.37% | |
| ADSK | A | 0.2% | 0.84% | 0.2% | |
| AKAM | D | 0.04% | 0.08% | 0.04% | |
| ALNY | D | 0.1% | 0.14% | 0.1% | |
| AMD | F | 0.68% | 0.55% | 0.55% | |
| AMGN | D | 0.48% | 0.66% | 0.48% | |
| AMT | D | 0.28% | 0.36% | 0.28% | |
| ANET | C | 0.3% | 0.31% | 0.3% | |
| ANSS | B | 0.09% | 0.24% | 0.09% | |
| APTV | D | 0.04% | 0.1% | 0.04% | |
| AVGO | D | 2.36% | 1.56% | 1.56% | |
| AVTR | F | 0.04% | 0.08% | 0.04% | |
| AXP | A | 0.5% | 1.02% | 0.5% | |
| BBY | D | 0.06% | 0.39% | 0.06% | |
| BIIB | F | 0.07% | 0.08% | 0.07% | |
| BK | A | 0.17% | 0.67% | 0.17% | |
| BKNG | A | 0.51% | 0.38% | 0.38% | |
| BKR | B | 0.13% | 0.51% | 0.13% | |
| BR | A | 0.08% | 0.54% | 0.08% | |
| CARR | D | 0.19% | 0.21% | 0.19% | |
| CCI | D | 0.14% | 0.58% | 0.14% | |
| CLX | B | 0.06% | 0.58% | 0.06% | |
| CMI | A | 0.15% | 0.67% | 0.15% | |
| CRM | B | 0.94% | 1.18% | 0.94% | |
| CSCO | B | 0.7% | 0.73% | 0.7% | |
| DECK | A | 0.08% | 0.74% | 0.08% | |
| DHR | F | 0.48% | 0.6% | 0.48% | |
| DIS | B | 0.6% | 0.62% | 0.6% | |
| EA | A | 0.12% | 0.72% | 0.12% | |
| ECL | D | 0.19% | 1.3% | 0.19% | |
| ELV | F | 0.29% | 0.52% | 0.29% | |
| EQIX | A | 0.26% | 0.58% | 0.26% | |
| ES | D | 0.07% | 0.4% | 0.07% | |
| EW | C | 0.12% | 0.34% | 0.12% | |
| EXPD | D | 0.05% | 0.77% | 0.05% | |
| FBIN | D | 0.03% | 0.11% | 0.03% | |
| FIS | C | 0.15% | 0.27% | 0.15% | |
| FSLR | F | 0.06% | 0.13% | 0.06% | |
| GILD | C | 0.35% | 1.14% | 0.35% | |
| GIS | D | 0.11% | 0.74% | 0.11% | |
| GOOGL | C | 5.91% | 2.0% | 2.0% | |
| HBAN | A | 0.08% | 0.41% | 0.08% | |
| HD | A | 1.22% | 1.68% | 1.22% | |
| HOLX | D | 0.05% | 0.19% | 0.05% | |
| HPE | B | 0.08% | 0.65% | 0.08% | |
| HPQ | B | 0.11% | 0.21% | 0.11% | |
| HUBS | A | 0.11% | 0.19% | 0.11% | |
| IBM | C | 0.58% | 0.76% | 0.58% | |
| IDXX | F | 0.1% | 0.44% | 0.1% | |
| IFF | D | 0.06% | 0.15% | 0.06% | |
| INTC | D | 0.32% | 0.39% | 0.32% | |
| INTU | C | 0.58% | 1.06% | 0.58% | |
| IPG | D | 0.03% | 0.11% | 0.03% | |
| IT | C | 0.12% | 0.1% | 0.1% | |
| JCI | C | 0.17% | 0.3% | 0.17% | |
| K | A | 0.06% | 1.38% | 0.06% | |
| KDP | D | 0.11% | 0.13% | 0.11% | |
| KMB | D | 0.13% | 0.41% | 0.13% | |
| KO | D | 0.74% | 1.62% | 0.74% | |
| KR | B | 0.13% | 0.2% | 0.13% | |
| LLY | F | 2.03% | 1.31% | 1.31% | |
| LOW | D | 0.47% | 0.72% | 0.47% | |
| LRCX | F | 0.29% | 0.46% | 0.29% | |
| MA | C | 1.3% | 0.95% | 0.95% | |
| MCO | B | 0.23% | 0.54% | 0.23% | |
| MMC | B | 0.33% | 0.29% | 0.29% | |
| MRK | F | 0.76% | 0.51% | 0.51% | |
| MSFT | F | 9.49% | 4.66% | 4.66% | |
| MU | D | 0.33% | 0.26% | 0.26% | |
| NDAQ | A | 0.1% | 0.26% | 0.1% | |
| NFLX | A | 1.08% | 0.49% | 0.49% | |
| NOW | A | 0.65% | 0.91% | 0.65% | |
| NTRS | A | 0.06% | 0.18% | 0.06% | |
| NVDA | C | 10.49% | 5.47% | 5.47% | |
| OC | A | 0.05% | 0.11% | 0.05% | |
| PANW | C | 0.38% | 0.31% | 0.31% | |
| PEP | F | 0.69% | 0.81% | 0.69% | |
| PRU | A | 0.14% | 0.8% | 0.14% | |
| PWR | A | 0.14% | 0.12% | 0.12% | |
| QCOM | F | 0.55% | 0.29% | 0.29% | |
| REGN | F | 0.25% | 0.08% | 0.08% | |
| SPGI | C | 0.48% | 0.59% | 0.48% | |
| STE | F | 0.07% | 0.28% | 0.07% | |
| STX | D | 0.06% | 0.1% | 0.06% | |
| SYF | B | 0.08% | 0.19% | 0.08% | |
| TEAM | A | 0.12% | 0.2% | 0.12% | |
| TFC | A | 0.19% | 0.11% | 0.11% | |
| TGT | F | 0.21% | 0.27% | 0.21% | |
| TRMB | B | 0.05% | 0.25% | 0.05% | |
| TRV | B | 0.18% | 0.45% | 0.18% | |
| TSCO | D | 0.09% | 0.25% | 0.09% | |
| TT | A | 0.28% | 1.5% | 0.28% | |
| TWLO | A | 0.05% | 0.31% | 0.05% | |
| V | A | 1.56% | 0.99% | 0.99% | |
| VRTX | F | 0.38% | 0.35% | 0.35% | |
| VZ | C | 0.52% | 0.5% | 0.5% | |
| WAT | B | 0.07% | 0.4% | 0.07% | |
| WDC | D | 0.06% | 0.1% | 0.06% | |
| WELL | A | 0.25% | 0.29% | 0.25% | |
| WST | C | 0.07% | 0.23% | 0.07% | |
| XYL | D | 0.09% | 0.51% | 0.09% | |
| ZTS | D | 0.24% | 0.8% | 0.24% |
CDEI Overweight 263 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 2.08% | |
| UNH | C | 1.66% | |
| WMT | A | 1.11% | |
| BAC | A | 0.94% | |
| ABBV | D | 0.91% | |
| TMO | F | 0.62% | |
| ABT | B | 0.6% | |
| CMCSA | B | 0.51% | |
| T | A | 0.48% | |
| NEE | D | 0.47% | |
| PFE | D | 0.45% | |
| ETN | A | 0.44% | |
| UNP | C | 0.43% | |
| SYK | C | 0.42% | |
| TJX | A | 0.41% | |
| BSX | B | 0.39% | |
| C | A | 0.39% | |
| FI | A | 0.37% | |
| BMY | B | 0.36% | |
| SCHW | B | 0.36% | |
| TMUS | B | 0.35% | |
| SBUX | A | 0.33% | |
| MDT | D | 0.33% | |
| ADI | D | 0.32% | |
| DE | A | 0.3% | |
| PYPL | B | 0.27% | |
| WM | A | 0.27% | |
| PH | A | 0.27% | |
| ICE | C | 0.27% | |
| CI | F | 0.27% | |
| APH | A | 0.26% | |
| MDLZ | F | 0.26% | |
| MSI | B | 0.25% | |
| CRWD | B | 0.24% | |
| USB | A | 0.24% | |
| AON | A | 0.24% | |
| CME | A | 0.24% | |
| CL | D | 0.23% | |
| EMR | A | 0.22% | |
| COF | B | 0.21% | |
| CVS | D | 0.21% | |
| BDX | F | 0.2% | |
| FDX | B | 0.2% | |
| MAR | B | 0.2% | |
| DLR | B | 0.18% | |
| HLT | A | 0.18% | |
| AMP | A | 0.17% | |
| FICO | B | 0.17% | |
| TTD | B | 0.17% | |
| SRE | A | 0.17% | |
| SPG | B | 0.17% | |
| ALL | A | 0.16% | |
| AIG | B | 0.15% | |
| O | D | 0.15% | |
| MET | A | 0.15% | |
| CPRT | A | 0.15% | |
| FAST | B | 0.14% | |
| IR | B | 0.13% | |
| DAL | C | 0.13% | |
| RSG | A | 0.13% | |
| PEG | A | 0.13% | |
| DFS | B | 0.13% | |
| DELL | C | 0.12% | |
| EXC | C | 0.12% | |
| XEL | A | 0.12% | |
| YUM | B | 0.12% | |
| OTIS | C | 0.12% | |
| IQV | D | 0.11% | |
| SYY | B | 0.11% | |
| FITB | A | 0.1% | |
| EFX | F | 0.1% | |
| ROK | B | 0.1% | |
| VEEV | C | 0.1% | |
| HIG | B | 0.1% | |
| WAB | B | 0.1% | |
| ON | D | 0.09% | |
| RJF | A | 0.09% | |
| CSGP | D | 0.09% | |
| EBAY | D | 0.09% | |
| CNC | D | 0.09% | |
| AWK | D | 0.08% | |
| VTR | C | 0.08% | |
| HSY | F | 0.08% | |
| FTV | C | 0.08% | |
| TYL | B | 0.08% | |
| WY | D | 0.07% | |
| EME | C | 0.07% | |
| LPLA | A | 0.07% | |
| RF | A | 0.07% | |
| NTAP | C | 0.07% | |
| DTE | C | 0.07% | |
| PODD | C | 0.06% | |
| NRG | B | 0.06% | |
| BAH | F | 0.06% | |
| PFG | D | 0.06% | |
| CMS | C | 0.06% | |
| ZBRA | B | 0.06% | |
| OMC | C | 0.06% | |
| CFG | B | 0.06% | |
| CBOE | B | 0.06% | |
| RGA | A | 0.05% | |
| EL | F | 0.05% | |
| Z | A | 0.05% | |
| EQH | B | 0.05% | |
| LNT | A | 0.05% | |
| ALGN | D | 0.05% | |
| VRSN | F | 0.05% | |
| USFD | A | 0.05% | |
| BAX | D | 0.05% | |
| NTNX | A | 0.05% | |
| DOCU | A | 0.05% | |
| KIM | A | 0.05% | |
| GEN | B | 0.05% | |
| BURL | A | 0.05% | |
| DG | F | 0.05% | |
| XPO | B | 0.05% | |
| TER | D | 0.05% | |
| MAS | D | 0.05% | |
| PINS | D | 0.05% | |
| IEX | B | 0.05% | |
| WSO | A | 0.05% | |
| KEY | B | 0.05% | |
| DAY | B | 0.04% | |
| SCI | B | 0.04% | |
| JEF | A | 0.04% | |
| HST | C | 0.04% | |
| NVT | B | 0.04% | |
| ALLE | D | 0.04% | |
| ITT | A | 0.04% | |
| JLL | D | 0.04% | |
| JKHY | D | 0.04% | |
| JNPR | F | 0.04% | |
| RNR | C | 0.04% | |
| ELS | C | 0.04% | |
| CLH | B | 0.04% | |
| PFGC | B | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| UNM | A | 0.04% | |
| TXRH | C | 0.04% | |
| POOL | C | 0.04% | |
| MRNA | F | 0.04% | |
| EPAM | C | 0.04% | |
| DT | C | 0.04% | |
| DLTR | F | 0.04% | |
| EWBC | A | 0.04% | |
| SOFI | A | 0.04% | |
| ACM | A | 0.04% | |
| AMCR | D | 0.04% | |
| CASY | A | 0.04% | |
| TW | A | 0.04% | |
| DOC | D | 0.04% | |
| HSIC | B | 0.03% | |
| CFR | B | 0.03% | |
| TTC | D | 0.03% | |
| MOS | F | 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% | |
| GL | B | 0.03% | |
| RPRX | D | 0.03% | |
| PRI | A | 0.03% | |
| CIEN | B | 0.03% | |
| AES | F | 0.03% | |
| MKTX | D | 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% | |
| PAYC | B | 0.03% | |
| LECO | B | 0.03% | |
| SJM | D | 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% | |
| FMC | 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% | |
| PARA | C | 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% | |
| BWA | 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 68 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | -1.91% | |
| TSLA | B | -1.8% | |
| OKE | A | -1.53% | |
| TXN | C | -1.28% | |
| CRH | A | -1.19% | |
| MS | A | -1.12% | |
| PNR | A | -0.92% | |
| LNG | B | -0.85% | |
| AMAT | F | -0.81% | |
| GWW | B | -0.78% | |
| TRGP | B | -0.78% | |
| MMM | D | -0.77% | |
| CDNS | B | -0.71% | |
| PGR | A | -0.69% | |
| FERG | B | -0.63% | |
| GE | D | -0.59% | |
| COST | B | -0.57% | |
| CHRW | C | -0.57% | |
| WDAY | B | -0.51% | |
| LKQ | D | -0.49% | |
| AXON | A | -0.48% | |
| VLTO | D | -0.47% | |
| PG | A | -0.46% | |
| DGX | A | -0.45% | |
| BG | F | -0.45% | |
| NXPI | D | -0.44% | |
| LII | A | -0.44% | |
| WSM | B | -0.42% | |
| CBRE | B | -0.42% | |
| GDDY | A | -0.39% | |
| SLB | C | -0.34% | |
| KEYS | A | -0.34% | |
| SNPS | B | -0.29% | |
| PNC | B | -0.29% | |
| VLO | C | -0.28% | |
| DVA | B | -0.27% | |
| ED | D | -0.27% | |
| HCA | F | -0.23% | |
| ZBH | C | -0.22% | |
| CHD | B | -0.22% | |
| IRM | D | -0.21% | |
| COO | D | -0.2% | |
| MELI | D | -0.19% | |
| MRVL | B | -0.19% | |
| LH | C | -0.18% | |
| NEM | D | -0.18% | |
| MOH | F | -0.18% | |
| CNH | C | -0.17% | |
| FDS | B | -0.16% | |
| BALL | D | -0.14% | |
| RCL | A | -0.14% | |
| STT | A | -0.13% | |
| CAT | B | -0.13% | |
| PTC | A | -0.13% | |
| MDB | C | -0.13% | |
| MTD | D | -0.12% | |
| MKC | D | -0.12% | |
| SOLV | C | -0.11% | |
| LULU | C | -0.11% | |
| NI | A | -0.11% | |
| NUE | C | -0.11% | |
| DXCM | D | -0.1% | |
| RIVN | F | -0.09% | |
| LIN | D | -0.09% | |
| PPG | F | -0.09% | |
| SNOW | C | -0.09% | |
| HUM | C | -0.08% | |
| KHC | F | -0.08% |
CDEI: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Business Services
Diversified Industrials
Utilities - Regulated Electric
Medical Devices
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Biotechnology
Building Materials
Capital Markets
Insurance - Life
Software - Infrastructure
Asset Management
Communication Equipment
Discount Stores
Engineering & Construction
Health Care Plans
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
Internet Content & Information
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