ACWV vs. CDEI ETF Comparison
Comparison of iShares MSCI All Country World Minimum Volatility Index Fund (ACWV) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$113.95
Average Daily Volume
117,990
Number of Holdings
*
139
* 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 | ACWV | CDEI |
|---|---|---|
| 30 Days | 0.32% | 1.83% |
| 60 Days | -0.25% | 4.03% |
| 90 Days | 1.23% | 4.65% |
| 12 Months | 18.77% | 24.85% |
62 Overlapping Holdings
| Symbol | Grade | Weight in ACWV | Weight in CDEI | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.49% | 0.91% | 0.49% | |
| ABT | B | 0.1% | 0.6% | 0.1% | |
| ACGL | D | 0.57% | 0.11% | 0.11% | |
| ACN | C | 0.26% | 0.69% | 0.26% | |
| AKAM | D | 0.27% | 0.04% | 0.04% | |
| AMGN | D | 0.34% | 0.48% | 0.34% | |
| ANET | C | 0.06% | 0.3% | 0.06% | |
| AON | A | 0.35% | 0.24% | 0.24% | |
| APH | A | 0.54% | 0.26% | 0.26% | |
| BAH | F | 0.37% | 0.06% | 0.06% | |
| BDX | F | 0.22% | 0.2% | 0.2% | |
| BMY | B | 0.25% | 0.36% | 0.25% | |
| CAG | D | 0.05% | 0.04% | 0.04% | |
| CBOE | B | 0.54% | 0.06% | 0.06% | |
| CI | F | 0.24% | 0.27% | 0.24% | |
| CL | D | 0.35% | 0.23% | 0.23% | |
| CME | A | 0.23% | 0.24% | 0.23% | |
| CMS | C | 0.16% | 0.06% | 0.06% | |
| CSCO | B | 1.57% | 0.7% | 0.7% | |
| EA | A | 0.63% | 0.12% | 0.12% | |
| ELV | F | 0.42% | 0.29% | 0.29% | |
| FI | A | 0.48% | 0.37% | 0.37% | |
| FICO | B | 0.12% | 0.17% | 0.12% | |
| GEN | B | 0.3% | 0.05% | 0.05% | |
| GILD | C | 0.48% | 0.35% | 0.35% | |
| GIS | D | 0.61% | 0.11% | 0.11% | |
| HOLX | D | 0.05% | 0.05% | 0.05% | |
| HSIC | B | 0.05% | 0.03% | 0.03% | |
| HSY | F | 0.44% | 0.08% | 0.08% | |
| IBM | C | 0.73% | 0.58% | 0.58% | |
| IT | C | 0.07% | 0.12% | 0.07% | |
| JKHY | D | 0.2% | 0.04% | 0.04% | |
| JNPR | F | 0.32% | 0.04% | 0.04% | |
| K | A | 0.57% | 0.06% | 0.06% | |
| KDP | D | 0.36% | 0.11% | 0.11% | |
| KMB | D | 0.3% | 0.13% | 0.13% | |
| KO | D | 0.05% | 0.74% | 0.05% | |
| KR | B | 0.83% | 0.13% | 0.13% | |
| LLY | F | 0.52% | 2.03% | 0.52% | |
| MA | C | 0.19% | 1.3% | 0.19% | |
| MDLZ | F | 0.25% | 0.26% | 0.25% | |
| MMC | B | 0.88% | 0.33% | 0.33% | |
| MRK | F | 1.06% | 0.76% | 0.76% | |
| MSFT | F | 0.76% | 9.49% | 0.76% | |
| MSI | B | 1.88% | 0.25% | 0.25% | |
| PEP | F | 1.08% | 0.69% | 0.69% | |
| REGN | F | 0.61% | 0.25% | 0.25% | |
| RSG | A | 1.19% | 0.13% | 0.13% | |
| SJM | D | 0.27% | 0.03% | 0.03% | |
| T | A | 0.26% | 0.48% | 0.26% | |
| TJX | A | 0.37% | 0.41% | 0.37% | |
| TMUS | B | 2.03% | 0.35% | 0.35% | |
| TRV | B | 0.32% | 0.18% | 0.18% | |
| UNH | C | 0.83% | 1.66% | 0.83% | |
| V | A | 0.59% | 1.56% | 0.59% | |
| VRSN | F | 0.35% | 0.05% | 0.05% | |
| VRTX | F | 1.13% | 0.38% | 0.38% | |
| VZ | C | 0.76% | 0.52% | 0.52% | |
| WM | A | 1.5% | 0.27% | 0.27% | |
| WMT | A | 1.82% | 1.11% | 1.11% | |
| XEL | A | 0.11% | 0.12% | 0.11% | |
| YUM | B | 0.24% | 0.12% | 0.12% |
ACWV Overweight 77 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | B | 1.42% | |
| ROP | B | 1.36% | |
| JNJ | D | 1.05% | |
| COR | B | 1.05% | |
| MCD | D | 1.02% | |
| BRK.A | B | 0.91% | |
| CB | C | 0.88% | |
| PGR | A | 0.84% | |
| ED | D | 0.84% | |
| PG | A | 0.82% | |
| DUK | C | 0.81% | |
| SO | D | 0.8% | |
| NOC | D | 0.77% | |
| AZO | C | 0.77% | |
| WEC | A | 0.68% | |
| GDDY | A | 0.64% | |
| ORLY | B | 0.62% | |
| ORCL | B | 0.54% | |
| CHD | B | 0.46% | |
| MKL | A | 0.43% | |
| WRB | A | 0.41% | |
| KEYS | A | 0.41% | |
| L | A | 0.4% | |
| UTHR | C | 0.4% | |
| WCN | A | 0.39% | |
| INCY | C | 0.38% | |
| CHT | D | 0.37% | |
| FFIV | B | 0.36% | |
| KHC | F | 0.33% | |
| AJG | B | 0.33% | |
| TSN | B | 0.32% | |
| NBIX | C | 0.31% | |
| HUM | C | 0.31% | |
| BRO | B | 0.3% | |
| ERIE | D | 0.26% | |
| CF | B | 0.25% | |
| FCNCA | A | 0.23% | |
| LMT | D | 0.23% | |
| HRL | D | 0.23% | |
| FWONK | B | 0.22% | |
| PTC | A | 0.22% | |
| CPB | D | 0.22% | |
| CTSH | B | 0.21% | |
| ROL | B | 0.21% | |
| MFG | B | 0.21% | |
| BMRN | D | 0.19% | |
| DPZ | C | 0.19% | |
| CAH | B | 0.18% | |
| GD | F | 0.18% | |
| LNG | B | 0.16% | |
| ULTA | F | 0.16% | |
| MPC | D | 0.15% | |
| DGX | A | 0.15% | |
| AIZ | A | 0.13% | |
| WIT | A | 0.12% | |
| CTVA | C | 0.12% | |
| MOH | F | 0.12% | |
| MNST | C | 0.12% | |
| AZPN | A | 0.11% | |
| TDY | B | 0.11% | |
| AEE | A | 0.11% | |
| EG | C | 0.1% | |
| WTW | B | 0.1% | |
| XOM | B | 0.1% | |
| WDAY | B | 0.1% | |
| PCG | A | 0.1% | |
| TPL | A | 0.1% | |
| NEM | D | 0.09% | |
| TRGP | B | 0.08% | |
| AEP | D | 0.07% | |
| KNX | B | 0.06% | |
| DINO | D | 0.06% | |
| FANG | D | 0.06% | |
| CHRW | C | 0.06% | |
| GPC | D | 0.05% | |
| ACI | C | 0.05% | |
| HKD | F | 0.0% |
ACWV Underweight 308 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -10.52% | |
| NVDA | C | -10.49% | |
| GOOGL | C | -5.91% | |
| AVGO | D | -2.36% | |
| JPM | A | -2.08% | |
| 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% | |
| QCOM | F | -0.55% | |
| 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% | |
| PFE | D | -0.45% | |
| ETN | A | -0.44% | |
| UNP | C | -0.43% | |
| SYK | C | -0.42% | |
| BSX | B | -0.39% | |
| C | A | -0.39% | |
| PANW | C | -0.38% | |
| ADP | B | -0.37% | |
| SCHW | B | -0.36% | |
| MU | D | -0.33% | |
| SBUX | A | -0.33% | |
| MDT | D | -0.33% | |
| ADI | D | -0.32% | |
| INTC | D | -0.32% | |
| DE | A | -0.3% | |
| 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% | |
| WELL | A | -0.25% | |
| CRWD | B | -0.24% | |
| USB | 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% | |
| 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% | |
| 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% | |
| BKR | B | -0.13% | |
| PEG | A | -0.13% | |
| DFS | B | -0.13% | |
| DELL | C | -0.12% | |
| EXC | C | -0.12% | |
| EW | C | -0.12% | |
| TEAM | A | -0.12% | |
| OTIS | C | -0.12% | |
| HUBS | A | -0.11% | |
| HPQ | B | -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% | |
| TYL | B | -0.08% | |
| DECK | 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% | |
| NTAP | C | -0.07% | |
| WST | C | -0.07% | |
| DTE | C | -0.07% | |
| PODD | C | -0.06% | |
| BBY | D | -0.06% | |
| NRG | B | -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% | |
| 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% | |
| USFD | A | -0.05% | |
| BAX | D | -0.05% | |
| NTNX | A | -0.05% | |
| DOCU | A | -0.05% | |
| KIM | A | -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% | |
| RNR | C | -0.04% | |
| ELS | C | -0.04% | |
| CLH | B | -0.04% | |
| PFGC | B | -0.04% | |
| SWK | D | -0.04% | |
| UNM | A | -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% | |
| TW | A | -0.04% | |
| DOC | D | -0.04% | |
| 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% | |
| 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% |
ACWV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Drug Manufacturers - Major
Packaged Foods
Biotechnology
Insurance - Property & Casualty
Insurance Brokers
Software - Application
Health Care Plans
Information Technology Services
Beverages - Soft Drinks
Business Services
Household & Personal Products
Medical Distribution
Software - Infrastructure
Specialty Retail
Telecom Services
Aerospace & Defense
Communication Equipment
Insurance - Diversified
Restaurants
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
Compare ETFs
