CDEI vs. VFMV ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to Vanguard U.S. Minimum Volatility ETF (VFMV)
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
VFMV
Vanguard U.S. Minimum Volatility ETF
VFMV Description
The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.Grade (RS Rating)
Last Trade
$126.54
Average Daily Volume
6,907
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | CDEI | VFMV |
|---|---|---|
| 30 Days | 1.83% | 3.75% |
| 60 Days | 4.03% | 4.37% |
| 90 Days | 4.65% | 5.38% |
| 12 Months | 24.85% | 27.52% |
57 Overlapping Holdings
| Symbol | Grade | Weight in CDEI | Weight in VFMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 10.52% | 0.54% | 0.54% | |
| ABBV | D | 0.91% | 0.74% | 0.74% | |
| ABT | B | 0.6% | 1.49% | 0.6% | |
| ACN | C | 0.69% | 0.2% | 0.2% | |
| ADI | D | 0.32% | 1.5% | 0.32% | |
| AKAM | D | 0.04% | 0.04% | 0.04% | |
| AMGN | D | 0.48% | 0.14% | 0.14% | |
| AVGO | D | 2.36% | 0.64% | 0.64% | |
| BSX | B | 0.39% | 0.75% | 0.39% | |
| CBOE | B | 0.06% | 1.04% | 0.06% | |
| CI | F | 0.27% | 0.11% | 0.11% | |
| CL | D | 0.23% | 1.05% | 0.23% | |
| CME | A | 0.24% | 1.14% | 0.24% | |
| CMS | C | 0.06% | 0.03% | 0.03% | |
| CRUS | D | 0.02% | 0.64% | 0.02% | |
| CSCO | B | 0.7% | 1.25% | 0.7% | |
| CVLT | B | 0.02% | 1.38% | 0.02% | |
| DECK | A | 0.08% | 0.2% | 0.08% | |
| DTE | C | 0.07% | 0.03% | 0.03% | |
| EA | A | 0.12% | 1.16% | 0.12% | |
| FCN | D | 0.02% | 0.98% | 0.02% | |
| FLO | D | 0.01% | 0.38% | 0.01% | |
| GILD | C | 0.35% | 0.83% | 0.35% | |
| GIS | D | 0.11% | 1.0% | 0.11% | |
| GOOGL | C | 5.91% | 0.64% | 0.64% | |
| HOLX | D | 0.05% | 0.36% | 0.05% | |
| HPQ | B | 0.11% | 0.96% | 0.11% | |
| HQY | B | 0.02% | 0.18% | 0.02% | |
| HSY | F | 0.08% | 0.36% | 0.08% | |
| IBM | C | 0.58% | 1.52% | 0.58% | |
| JPM | A | 2.08% | 0.05% | 0.05% | |
| KO | D | 0.74% | 1.4% | 0.74% | |
| LLY | F | 2.03% | 0.32% | 0.32% | |
| MDLZ | F | 0.26% | 0.28% | 0.26% | |
| MRK | F | 0.76% | 1.46% | 0.76% | |
| MSFT | F | 9.49% | 1.3% | 1.3% | |
| MSI | B | 0.25% | 0.03% | 0.03% | |
| MU | D | 0.33% | 0.02% | 0.02% | |
| NTAP | C | 0.07% | 1.37% | 0.07% | |
| PEP | F | 0.69% | 0.04% | 0.04% | |
| PFE | D | 0.45% | 0.32% | 0.32% | |
| QCOM | F | 0.55% | 0.25% | 0.25% | |
| REGN | F | 0.25% | 1.12% | 0.25% | |
| RSG | A | 0.13% | 1.2% | 0.13% | |
| T | A | 0.48% | 1.41% | 0.48% | |
| TJX | A | 0.41% | 1.27% | 0.41% | |
| TMUS | B | 0.35% | 1.43% | 0.35% | |
| TRV | B | 0.18% | 0.38% | 0.18% | |
| TW | A | 0.04% | 0.13% | 0.04% | |
| TYL | B | 0.08% | 0.74% | 0.08% | |
| UNH | C | 1.66% | 0.75% | 0.75% | |
| UNM | A | 0.04% | 0.06% | 0.04% | |
| V | A | 1.56% | 0.35% | 0.35% | |
| VRTX | F | 0.38% | 0.03% | 0.03% | |
| VZ | C | 0.52% | 1.0% | 0.52% | |
| WM | A | 0.27% | 1.06% | 0.27% | |
| WMT | A | 1.11% | 1.08% | 1.08% |
CDEI Overweight 313 Positions Relative to VFMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.49% | |
| MA | C | 1.3% | |
| HD | A | 1.22% | |
| NFLX | A | 1.08% | |
| CRM | B | 0.94% | |
| BAC | A | 0.94% | |
| ADBE | C | 0.71% | |
| AMD | F | 0.68% | |
| NOW | A | 0.65% | |
| TMO | F | 0.62% | |
| DIS | B | 0.6% | |
| INTU | C | 0.58% | |
| CMCSA | B | 0.51% | |
| BKNG | A | 0.51% | |
| AXP | A | 0.5% | |
| DHR | F | 0.48% | |
| SPGI | C | 0.48% | |
| LOW | D | 0.47% | |
| NEE | D | 0.47% | |
| ETN | A | 0.44% | |
| UNP | C | 0.43% | |
| SYK | C | 0.42% | |
| C | A | 0.39% | |
| PANW | C | 0.38% | |
| FI | A | 0.37% | |
| ADP | B | 0.37% | |
| BMY | B | 0.36% | |
| SCHW | B | 0.36% | |
| MMC | B | 0.33% | |
| SBUX | A | 0.33% | |
| MDT | D | 0.33% | |
| INTC | D | 0.32% | |
| ANET | C | 0.3% | |
| DE | A | 0.3% | |
| ELV | F | 0.29% | |
| LRCX | F | 0.29% | |
| AMT | D | 0.28% | |
| TT | A | 0.28% | |
| PYPL | B | 0.27% | |
| PH | A | 0.27% | |
| ICE | C | 0.27% | |
| EQIX | A | 0.26% | |
| APH | A | 0.26% | |
| WELL | A | 0.25% | |
| CRWD | B | 0.24% | |
| USB | A | 0.24% | |
| AON | A | 0.24% | |
| ZTS | D | 0.24% | |
| MCO | B | 0.23% | |
| EMR | A | 0.22% | |
| COF | B | 0.21% | |
| CVS | D | 0.21% | |
| TGT | F | 0.21% | |
| BDX | F | 0.2% | |
| FDX | B | 0.2% | |
| ADSK | A | 0.2% | |
| MAR | B | 0.2% | |
| TFC | A | 0.19% | |
| ECL | D | 0.19% | |
| CARR | D | 0.19% | |
| DLR | B | 0.18% | |
| HLT | A | 0.18% | |
| AMP | A | 0.17% | |
| FICO | B | 0.17% | |
| TTD | B | 0.17% | |
| JCI | C | 0.17% | |
| BK | A | 0.17% | |
| SRE | A | 0.17% | |
| SPG | B | 0.17% | |
| ALL | A | 0.16% | |
| FIS | C | 0.15% | |
| AIG | B | 0.15% | |
| O | D | 0.15% | |
| CMI | A | 0.15% | |
| MET | A | 0.15% | |
| CPRT | A | 0.15% | |
| CCI | D | 0.14% | |
| PRU | A | 0.14% | |
| FAST | B | 0.14% | |
| PWR | A | 0.14% | |
| IR | B | 0.13% | |
| DAL | C | 0.13% | |
| KR | B | 0.13% | |
| BKR | B | 0.13% | |
| PEG | A | 0.13% | |
| DFS | B | 0.13% | |
| KMB | D | 0.13% | |
| DELL | C | 0.12% | |
| EXC | C | 0.12% | |
| XEL | A | 0.12% | |
| YUM | B | 0.12% | |
| EW | C | 0.12% | |
| TEAM | A | 0.12% | |
| OTIS | C | 0.12% | |
| IT | C | 0.12% | |
| HUBS | A | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| IQV | D | 0.11% | |
| SYY | B | 0.11% | |
| A | D | 0.11% | |
| FITB | A | 0.1% | |
| NDAQ | A | 0.1% | |
| EFX | F | 0.1% | |
| ALNY | D | 0.1% | |
| ROK | B | 0.1% | |
| VEEV | C | 0.1% | |
| HIG | B | 0.1% | |
| IDXX | F | 0.1% | |
| WAB | B | 0.1% | |
| ON | D | 0.09% | |
| XYL | D | 0.09% | |
| TSCO | D | 0.09% | |
| RJF | A | 0.09% | |
| ANSS | B | 0.09% | |
| CSGP | D | 0.09% | |
| EBAY | D | 0.09% | |
| CNC | D | 0.09% | |
| HBAN | A | 0.08% | |
| AWK | D | 0.08% | |
| SYF | B | 0.08% | |
| VTR | C | 0.08% | |
| FTV | C | 0.08% | |
| BR | A | 0.08% | |
| HPE | B | 0.08% | |
| STE | F | 0.07% | |
| ES | D | 0.07% | |
| WY | D | 0.07% | |
| EME | C | 0.07% | |
| WAT | B | 0.07% | |
| LPLA | A | 0.07% | |
| BIIB | F | 0.07% | |
| RF | A | 0.07% | |
| WST | C | 0.07% | |
| PODD | C | 0.06% | |
| BBY | D | 0.06% | |
| NRG | B | 0.06% | |
| BAH | F | 0.06% | |
| FSLR | F | 0.06% | |
| PFG | D | 0.06% | |
| ZBRA | B | 0.06% | |
| OMC | C | 0.06% | |
| CLX | B | 0.06% | |
| STX | D | 0.06% | |
| IFF | D | 0.06% | |
| CFG | B | 0.06% | |
| NTRS | A | 0.06% | |
| K | A | 0.06% | |
| WDC | D | 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% | |
| TWLO | A | 0.05% | |
| BURL | A | 0.05% | |
| OC | A | 0.05% | |
| DG | F | 0.05% | |
| EXPD | D | 0.05% | |
| XPO | B | 0.05% | |
| TER | D | 0.05% | |
| TRMB | B | 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% | |
| TXRH | C | 0.04% | |
| POOL | C | 0.04% | |
| MRNA | F | 0.04% | |
| EPAM | C | 0.04% | |
| AVTR | F | 0.04% | |
| DT | C | 0.04% | |
| DLTR | F | 0.04% | |
| EWBC | A | 0.04% | |
| SOFI | A | 0.04% | |
| APTV | D | 0.04% | |
| ACM | A | 0.04% | |
| AMCR | D | 0.04% | |
| CASY | 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% | |
| FBIN | D | 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% | |
| IPG | D | 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% | |
| 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% | |
| PARA | C | 0.02% | |
| EXLS | B | 0.02% | |
| MIDD | C | 0.02% | |
| GTLS | B | 0.02% | |
| BIO | D | 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% | |
| 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% | |
| 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 108 Positions Relative to VFMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | B | -1.52% | |
| DOX | D | -1.5% | |
| EQC | B | -1.49% | |
| JNJ | D | -1.49% | |
| PGR | A | -1.48% | |
| PG | A | -1.48% | |
| TXN | C | -1.48% | |
| COR | B | -1.48% | |
| LMT | D | -1.47% | |
| ED | D | -1.44% | |
| CHD | B | -1.44% | |
| DUK | C | -1.42% | |
| SO | D | -1.38% | |
| ROP | B | -1.33% | |
| XOM | B | -1.23% | |
| NOC | D | -1.17% | |
| GD | F | -1.14% | |
| MUSA | A | -1.13% | |
| ORLY | B | -1.11% | |
| IDT | B | -1.1% | |
| RTX | C | -1.06% | |
| IDCC | A | -1.06% | |
| KEX | C | -1.05% | |
| LRN | A | -0.97% | |
| WTW | B | -0.93% | |
| CVX | A | -0.9% | |
| MGEE | C | -0.89% | |
| HSTM | B | -0.84% | |
| MCD | D | -0.79% | |
| VECO | F | -0.78% | |
| DLB | B | -0.78% | |
| FE | C | -0.77% | |
| TKO | B | -0.73% | |
| CHE | D | -0.69% | |
| SPOT | B | -0.68% | |
| SAFT | C | -0.67% | |
| BLKB | B | -0.66% | |
| CTRE | D | -0.65% | |
| CAH | B | -0.64% | |
| NSIT | F | -0.56% | |
| WTM | A | -0.54% | |
| YELP | C | -0.52% | |
| NABL | F | -0.51% | |
| GOOG | C | -0.48% | |
| META | D | -0.47% | |
| GDDY | A | -0.46% | |
| WEC | A | -0.45% | |
| MATX | C | -0.45% | |
| PBH | A | -0.42% | |
| NEU | C | -0.4% | |
| INSW | F | -0.37% | |
| WMB | A | -0.37% | |
| DTM | B | -0.35% | |
| AJG | B | -0.35% | |
| PPC | C | -0.34% | |
| AZO | C | -0.34% | |
| LAUR | A | -0.34% | |
| NVEC | C | -0.33% | |
| THFF | B | -0.33% | |
| BRK.A | B | -0.31% | |
| VERX | B | -0.3% | |
| FANG | D | -0.3% | |
| RLI | B | -0.3% | |
| QRVO | F | -0.28% | |
| OLLI | D | -0.26% | |
| ATR | B | -0.25% | |
| LIN | D | -0.24% | |
| JBSS | D | -0.24% | |
| MO | A | -0.24% | |
| ROL | B | -0.23% | |
| MCS | B | -0.22% | |
| EXEL | B | -0.21% | |
| AMSF | B | -0.21% | |
| LOPE | B | -0.2% | |
| MTSI | B | -0.2% | |
| IMMR | C | -0.2% | |
| KMI | A | -0.2% | |
| EBF | F | -0.2% | |
| JJSF | B | -0.19% | |
| CASS | B | -0.19% | |
| AEE | A | -0.19% | |
| QNST | B | -0.18% | |
| SPOK | C | -0.15% | |
| FDP | B | -0.15% | |
| OLED | D | -0.14% | |
| HCKT | B | -0.14% | |
| SPNS | F | -0.14% | |
| PI | D | -0.12% | |
| PSX | C | -0.1% | |
| DGICA | A | -0.1% | |
| TNK | F | -0.09% | |
| DJCO | B | -0.09% | |
| AMAT | F | -0.08% | |
| KLAC | D | -0.07% | |
| CNXN | C | -0.07% | |
| CB | C | -0.07% | |
| CTSH | B | -0.06% | |
| OSIS | B | -0.06% | |
| CNA | B | -0.04% | |
| PEBK | B | -0.04% | |
| LANC | C | -0.04% | |
| CLBK | B | -0.04% | |
| GLRE | B | -0.04% | |
| NBIX | C | -0.03% | |
| BCAL | B | -0.03% | |
| EIG | B | -0.03% | |
| MRAM | D | -0.02% | |
| FFNW | C | -0.02% |
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
VFMV: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Semiconductors
Drug Manufacturers - Major
Internet Content & Information
Utilities - Regulated Electric
Packaged Foods
Software - Application
Telecom Services
Information Technology Services
Aerospace & Defense
Banks - Regional - US
Biotechnology
Business Services
Medical Distribution
Semiconductor Equipment & Materials
Shipping & Ports
Education & Training Services
Household & Personal Products
Media - Diversified
Oil & Gas Midstream
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Computing
Natural Gas
Electricity
Electronics
Aerospace
Banking
Integrated Circuits
Medicine
Mobile Devices
Operating System
Petroleum Products
Chemical
Information And Communications Technology
Information Management
Pharmaceutical Products
Semiconductor
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