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      EFIV vs. CDEI ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description

      • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $57.77

      Average Daily Volume

      109,257

      Number of Holdings *

      313

      * may have additional holdings in another (foreign) market
      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
      Performance
      Period EFIV CDEI
      30 Days 2.81% 1.83%
      60 Days 4.79% 4.03%
      90 Days 5.59% 4.65%
      12 Months 30.64% 24.85%
      174 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in CDEI Overlap
      A D 0.11% 0.11% 0.11%
      AAPL C 9.53% 10.52% 9.53%
      ABBV D 0.84% 0.91% 0.84%
      ABT B 0.56% 0.6% 0.56%
      ACGL D 0.11% 0.11% 0.11%
      ACN C 0.65% 0.69% 0.65%
      ADBE C 0.66% 0.71% 0.66%
      ADP B 0.35% 0.37% 0.35%
      ADSK A 0.19% 0.2% 0.19%
      AIG B 0.14% 0.15% 0.14%
      AKAM D 0.04% 0.04% 0.04%
      ALL A 0.15% 0.16% 0.15%
      ALLE D 0.03% 0.04% 0.03%
      AMCR D 0.04% 0.04% 0.04%
      AMD F 0.63% 0.68% 0.63%
      AMGN D 0.45% 0.48% 0.45%
      AMP A 0.15% 0.17% 0.15%
      AMT D 0.25% 0.28% 0.25%
      AON A 0.23% 0.24% 0.23%
      APTV D 0.04% 0.04% 0.04%
      AWK D 0.07% 0.08% 0.07%
      AXP A 0.45% 0.5% 0.45%
      BAC A 0.86% 0.94% 0.86%
      BAX D 0.05% 0.05% 0.05%
      BBY D 0.05% 0.06% 0.05%
      BDX F 0.19% 0.2% 0.19%
      BIIB F 0.07% 0.07% 0.07%
      BK A 0.16% 0.17% 0.16%
      BKR B 0.12% 0.13% 0.12%
      BMY B 0.33% 0.36% 0.33%
      BR A 0.07% 0.08% 0.07%
      BSX B 0.36% 0.39% 0.36%
      BWA D 0.02% 0.02% 0.02%
      C A 0.37% 0.39% 0.37%
      CAG D 0.04% 0.04% 0.04%
      CARR D 0.18% 0.19% 0.18%
      CBOE B 0.06% 0.06% 0.06%
      CFG B 0.06% 0.06% 0.06%
      CI F 0.26% 0.27% 0.26%
      CL D 0.21% 0.23% 0.21%
      CMCSA B 0.47% 0.51% 0.47%
      CME A 0.23% 0.24% 0.23%
      CMI A 0.14% 0.15% 0.14%
      CNC D 0.09% 0.09% 0.09%
      COF B 0.2% 0.21% 0.2%
      CRM B 0.92% 0.94% 0.92%
      CSCO B 0.66% 0.7% 0.66%
      CSGP D 0.09% 0.09% 0.09%
      CVS D 0.19% 0.21% 0.19%
      DAL C 0.12% 0.13% 0.12%
      DAY B 0.03% 0.04% 0.03%
      DE A 0.28% 0.3% 0.28%
      DECK A 0.08% 0.08% 0.08%
      DFS B 0.12% 0.13% 0.12%
      DHR F 0.43% 0.48% 0.43%
      DIS B 0.52% 0.6% 0.52%
      DLR B 0.15% 0.18% 0.15%
      DOC D 0.04% 0.04% 0.04%
      EA A 0.11% 0.12% 0.11%
      EBAY D 0.08% 0.09% 0.08%
      ECL D 0.18% 0.19% 0.18%
      EL F 0.04% 0.05% 0.04%
      ELV F 0.27% 0.29% 0.27%
      EMR A 0.21% 0.22% 0.21%
      EQIX A 0.24% 0.26% 0.24%
      ES D 0.06% 0.07% 0.06%
      ETN A 0.41% 0.44% 0.41%
      EW C 0.11% 0.12% 0.11%
      EXC C 0.11% 0.12% 0.11%
      FI A 0.34% 0.37% 0.34%
      FIS C 0.14% 0.15% 0.14%
      FITB A 0.09% 0.1% 0.09%
      FMC D 0.02% 0.02% 0.02%
      FTV C 0.07% 0.08% 0.07%
      GILD C 0.32% 0.35% 0.32%
      GIS D 0.1% 0.11% 0.1%
      GL B 0.03% 0.03% 0.03%
      GOOGL C 2.92% 5.91% 2.92%
      HBAN A 0.07% 0.08% 0.07%
      HD A 1.13% 1.22% 1.13%
      HIG B 0.1% 0.1% 0.1%
      HLT A 0.17% 0.18% 0.17%
      HOLX D 0.05% 0.05% 0.05%
      HPE B 0.08% 0.08% 0.08%
      HPQ B 0.1% 0.11% 0.1%
      HST C 0.03% 0.04% 0.03%
      HSY F 0.08% 0.08% 0.08%
      ICE C 0.25% 0.27% 0.25%
      IDXX F 0.1% 0.1% 0.1%
      IEX B 0.05% 0.05% 0.05%
      IFF D 0.06% 0.06% 0.06%
      INTC D 0.3% 0.32% 0.3%
      IPG D 0.03% 0.03% 0.03%
      IR B 0.12% 0.13% 0.12%
      JCI C 0.16% 0.17% 0.16%
      JKHY D 0.04% 0.04% 0.04%
      JPM A 1.91% 2.08% 1.91%
      K A 0.06% 0.06% 0.06%
      KDP D 0.11% 0.11% 0.11%
      KEY B 0.05% 0.05% 0.05%
      KIM A 0.05% 0.05% 0.05%
      KO D 0.68% 0.74% 0.68%
      KR B 0.11% 0.13% 0.11%
      LLY F 1.79% 2.03% 1.79%
      LOW D 0.43% 0.47% 0.43%
      LRCX F 0.27% 0.29% 0.27%
      MA C 1.2% 1.3% 1.2%
      MAR B 0.19% 0.2% 0.19%
      MAS D 0.05% 0.05% 0.05%
      MCO B 0.21% 0.23% 0.21%
      MDLZ F 0.25% 0.26% 0.25%
      MDT D 0.31% 0.33% 0.31%
      MET A 0.13% 0.15% 0.13%
      MKTX D 0.03% 0.03% 0.03%
      MMC B 0.31% 0.33% 0.31%
      MOS F 0.02% 0.03% 0.02%
      MRK F 0.7% 0.76% 0.7%
      MRNA F 0.04% 0.04% 0.04%
      MSFT F 8.8% 9.49% 8.8%
      MU D 0.31% 0.33% 0.31%
      NDAQ A 0.09% 0.1% 0.09%
      NEE D 0.42% 0.47% 0.42%
      NTRS A 0.06% 0.06% 0.06%
      NVDA C 10.02% 10.49% 10.02%
      OMC C 0.06% 0.06% 0.06%
      ON D 0.08% 0.09% 0.08%
      OTIS C 0.11% 0.12% 0.11%
      PARA C 0.02% 0.02% 0.02%
      PEG A 0.12% 0.13% 0.12%
      PEP F 0.63% 0.69% 0.63%
      PFG D 0.05% 0.06% 0.05%
      PH A 0.25% 0.27% 0.25%
      POOL C 0.04% 0.04% 0.04%
      PRU A 0.12% 0.14% 0.12%
      PWR A 0.13% 0.14% 0.13%
      PYPL B 0.25% 0.27% 0.25%
      QCOM F 0.5% 0.55% 0.5%
      REGN F 0.24% 0.25% 0.24%
      RF A 0.07% 0.07% 0.07%
      RJF A 0.08% 0.09% 0.08%
      ROK B 0.09% 0.1% 0.09%
      RSG A 0.12% 0.13% 0.12%
      SBUX A 0.32% 0.33% 0.32%
      SCHW B 0.33% 0.36% 0.33%
      SJM D 0.03% 0.03% 0.03%
      SPGI C 0.45% 0.48% 0.45%
      SRE A 0.16% 0.17% 0.16%
      SWK D 0.04% 0.04% 0.04%
      SYF B 0.07% 0.08% 0.07%
      SYK C 0.37% 0.42% 0.37%
      SYY B 0.11% 0.11% 0.11%
      T A 0.45% 0.48% 0.45%
      TFC A 0.17% 0.19% 0.17%
      TGT F 0.2% 0.21% 0.2%
      TJX A 0.38% 0.41% 0.38%
      TMUS B 0.33% 0.35% 0.33%
      TRV B 0.16% 0.18% 0.16%
      TSCO D 0.08% 0.09% 0.08%
      TT A 0.26% 0.28% 0.26%
      UNH C 1.56% 1.66% 1.56%
      UNP C 0.41% 0.43% 0.41%
      USB A 0.22% 0.24% 0.22%
      V A 1.44% 1.56% 1.44%
      VTR C 0.07% 0.08% 0.07%
      WAB B 0.1% 0.1% 0.1%
      WAT B 0.06% 0.07% 0.06%
      WDC D 0.06% 0.06% 0.06%
      WELL A 0.22% 0.25% 0.22%
      WM A 0.23% 0.27% 0.23%
      WMT A 1.03% 1.11% 1.03%
      WY D 0.06% 0.07% 0.06%
      XYL D 0.08% 0.09% 0.08%
      YUM B 0.11% 0.12% 0.11%
      ZTS D 0.22% 0.24% 0.22%
      EFIV Overweight 139 Positions Relative to CDEI
      Symbol Grade Weight
      TSLA B 2.55%
      GOOG C 2.42%
      XOM B 1.5%
      COST B 1.15%
      PG A 1.09%
      CVX A 0.75%
      LIN D 0.61%
      MCD D 0.59%
      GE D 0.55%
      CAT B 0.52%
      GS A 0.52%
      MS A 0.46%
      UBER D 0.42%
      AMAT F 0.42%
      BLK C 0.4%
      CB C 0.3%
      PLD D 0.3%
      UPS C 0.27%
      NKE D 0.26%
      SHW A 0.25%
      KLAC D 0.24%
      CMG B 0.23%
      PNC B 0.23%
      ITW B 0.21%
      CTAS B 0.21%
      CSX B 0.2%
      WMB A 0.19%
      APD A 0.19%
      OKE A 0.18%
      GM B 0.18%
      AJG B 0.18%
      NSC B 0.17%
      PCAR B 0.17%
      SLB C 0.17%
      FCX D 0.17%
      AFL B 0.16%
      URI B 0.16%
      GWW B 0.15%
      PSA D 0.15%
      MPC D 0.15%
      PSX C 0.15%
      RCL A 0.15%
      MSCI C 0.14%
      KMI A 0.14%
      AME A 0.13%
      PAYX C 0.13%
      ROST C 0.13%
      NEM D 0.13%
      DHI D 0.13%
      TRGP B 0.12%
      COR B 0.12%
      AXON A 0.12%
      VLO C 0.12%
      HES B 0.11%
      CTVA C 0.11%
      CBRE B 0.11%
      VRSK A 0.11%
      OXY D 0.1%
      RMD C 0.1%
      EXR D 0.1%
      HUM C 0.1%
      MTB A 0.1%
      LULU C 0.1%
      CAH B 0.09%
      DOW F 0.09%
      ETR B 0.09%
      EIX B 0.09%
      WTW B 0.09%
      AVB B 0.09%
      ED D 0.09%
      FANG D 0.09%
      IRM D 0.09%
      DOV A 0.08%
      KHC F 0.08%
      STT A 0.08%
      PPG F 0.08%
      TTWO A 0.08%
      GPN B 0.08%
      HUBB B 0.07%
      DVN F 0.07%
      CCL B 0.07%
      ADM D 0.07%
      SW A 0.07%
      EQR B 0.07%
      EQT B 0.07%
      MTD D 0.07%
      CPAY A 0.07%
      PHM D 0.07%
      TROW B 0.07%
      HAL C 0.07%
      LYB F 0.06%
      ZBH C 0.06%
      EXPE B 0.06%
      SBAC D 0.06%
      AVY D 0.05%
      ARE D 0.05%
      GPC D 0.05%
      LVS C 0.05%
      PNR A 0.05%
      TSN B 0.05%
      DGX A 0.05%
      FDS B 0.05%
      ULTA F 0.05%
      BALL D 0.05%
      MKC D 0.05%
      ALB C 0.04%
      INCY C 0.04%
      CHRW C 0.04%
      UDR B 0.04%
      RVTY F 0.04%
      JBHT C 0.04%
      CF B 0.04%
      EG C 0.04%
      TFX F 0.03%
      LKQ D 0.03%
      NWSA B 0.03%
      CRL C 0.03%
      AIZ A 0.03%
      TAP C 0.03%
      LW C 0.03%
      BXP D 0.03%
      TPR B 0.03%
      NCLH B 0.03%
      REG B 0.03%
      KMX B 0.03%
      WBA F 0.02%
      BEN C 0.02%
      DVA B 0.02%
      MHK D 0.02%
      IVZ B 0.02%
      WYNN D 0.02%
      RL B 0.02%
      HAS D 0.02%
      CZR F 0.02%
      FRT B 0.02%
      CPB D 0.02%
      MGM D 0.02%
      HRL D 0.02%
      NWS B 0.01%
      EFIV Underweight 196 Positions Relative to CDEI
      Symbol Grade Weight
      AVGO D -2.36%
      NFLX A -1.08%
      NOW A -0.65%
      TMO F -0.62%
      INTU C -0.58%
      IBM C -0.58%
      VZ C -0.52%
      BKNG A -0.51%
      PFE D -0.45%
      VRTX F -0.38%
      PANW C -0.38%
      ADI D -0.32%
      ANET C -0.3%
      APH A -0.26%
      MSI B -0.25%
      CRWD B -0.24%
      FDX B -0.2%
      FICO B -0.17%
      TTD B -0.17%
      SPG B -0.17%
      O D -0.15%
      CPRT A -0.15%
      CCI D -0.14%
      FAST B -0.14%
      KMB D -0.13%
      DELL C -0.12%
      XEL A -0.12%
      TEAM A -0.12%
      IT C -0.12%
      HUBS A -0.11%
      IQV D -0.11%
      EFX F -0.1%
      ALNY D -0.1%
      VEEV C -0.1%
      ANSS B -0.09%
      TYL B -0.08%
      STE F -0.07%
      EME C -0.07%
      LPLA A -0.07%
      NTAP C -0.07%
      WST C -0.07%
      DTE C -0.07%
      PODD C -0.06%
      NRG B -0.06%
      BAH F -0.06%
      FSLR F -0.06%
      CMS C -0.06%
      ZBRA B -0.06%
      CLX B -0.06%
      STX D -0.06%
      RGA A -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%
      NTNX A -0.05%
      DOCU 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%
      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%
      JNPR F -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%
      EPAM C -0.04%
      AVTR F -0.04%
      DT C -0.04%
      DLTR F -0.04%
      EWBC A -0.04%
      SOFI A -0.04%
      ACM A -0.04%
      CASY A -0.04%
      TW A -0.04%
      HSIC B -0.03%
      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%
      AES F -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%
      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%

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products

      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
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Bank Banking Natural Gas Dow Jones Component Electricity Medicine Disability Telecommunications Electronics Investment Bank Chemical Cloud Computing Financial Products Real Estate Investment Trust Work From Home Beverage
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