CDEI vs. ESGU ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
Period | CDEI | ESGU |
---|---|---|
30 Days | 1.83% | 3.53% |
60 Days | 4.03% | 4.75% |
90 Days | 4.65% | 6.66% |
12 Months | 24.85% | 32.83% |
158 Overlapping Holdings
Symbol | Grade | Weight in CDEI | Weight in ESGU | Overlap | |
---|---|---|---|---|---|
A | D | 0.11% | 0.11% | 0.11% | |
AAPL | C | 10.52% | 6.22% | 6.22% | |
ABBV | D | 0.91% | 0.41% | 0.41% | |
ACGL | D | 0.11% | 0.12% | 0.11% | |
ACN | C | 0.69% | 0.43% | 0.43% | |
ADBE | C | 0.71% | 0.56% | 0.56% | |
ADI | D | 0.32% | 0.12% | 0.12% | |
ADP | B | 0.37% | 0.69% | 0.37% | |
ADSK | A | 0.2% | 0.37% | 0.2% | |
AKAM | D | 0.04% | 0.09% | 0.04% | |
ALNY | D | 0.1% | 0.08% | 0.08% | |
AMD | F | 0.68% | 0.44% | 0.44% | |
AMGN | D | 0.48% | 0.37% | 0.37% | |
AMT | D | 0.28% | 0.31% | 0.28% | |
ANET | C | 0.3% | 0.2% | 0.2% | |
ANSS | B | 0.09% | 0.21% | 0.09% | |
AVGO | D | 2.36% | 1.37% | 1.37% | |
AVTR | F | 0.04% | 0.08% | 0.04% | |
AXP | A | 0.5% | 0.44% | 0.44% | |
BAC | A | 0.94% | 0.65% | 0.65% | |
BBY | D | 0.06% | 0.16% | 0.06% | |
BIIB | F | 0.07% | 0.07% | 0.07% | |
BK | A | 0.17% | 0.42% | 0.17% | |
BKNG | A | 0.51% | 0.34% | 0.34% | |
BKR | B | 0.13% | 0.15% | 0.13% | |
BMY | B | 0.36% | 0.17% | 0.17% | |
BR | A | 0.08% | 0.45% | 0.08% | |
C | A | 0.39% | 0.34% | 0.34% | |
CARR | D | 0.19% | 0.17% | 0.17% | |
CCI | D | 0.14% | 0.31% | 0.14% | |
CI | F | 0.27% | 0.28% | 0.27% | |
CL | D | 0.23% | 0.09% | 0.09% | |
CLX | B | 0.06% | 0.26% | 0.06% | |
CMCSA | B | 0.51% | 0.2% | 0.2% | |
CMI | A | 0.15% | 0.46% | 0.15% | |
CMS | C | 0.06% | 0.18% | 0.06% | |
CNC | D | 0.09% | 0.07% | 0.07% | |
COF | B | 0.21% | 0.12% | 0.12% | |
CRM | B | 0.94% | 0.72% | 0.72% | |
CSCO | B | 0.7% | 0.47% | 0.47% | |
DAL | C | 0.13% | 0.23% | 0.13% | |
DE | A | 0.3% | 0.22% | 0.22% | |
DECK | A | 0.08% | 0.2% | 0.08% | |
DELL | C | 0.12% | 0.11% | 0.11% | |
DFS | B | 0.13% | 0.24% | 0.13% | |
DHR | F | 0.48% | 0.31% | 0.31% | |
DIS | B | 0.6% | 0.47% | 0.47% | |
DLR | B | 0.18% | 0.23% | 0.18% | |
DLTR | F | 0.04% | 0.06% | 0.04% | |
EA | A | 0.12% | 0.17% | 0.12% | |
ECL | D | 0.19% | 0.4% | 0.19% | |
ELV | F | 0.29% | 0.34% | 0.29% | |
EME | C | 0.07% | 0.13% | 0.07% | |
EQIX | A | 0.26% | 0.33% | 0.26% | |
ES | D | 0.07% | 0.1% | 0.07% | |
ETN | A | 0.44% | 0.19% | 0.19% | |
EW | C | 0.12% | 0.25% | 0.12% | |
EXC | C | 0.12% | 0.16% | 0.12% | |
EXPD | D | 0.05% | 0.25% | 0.05% | |
FBIN | D | 0.03% | 0.1% | 0.03% | |
FDX | B | 0.2% | 0.11% | 0.11% | |
FI | A | 0.37% | 0.12% | 0.12% | |
FICO | B | 0.17% | 0.12% | 0.12% | |
FIS | C | 0.15% | 0.13% | 0.13% | |
FSLR | F | 0.06% | 0.08% | 0.06% | |
FTV | C | 0.08% | 0.14% | 0.08% | |
GILD | C | 0.35% | 0.48% | 0.35% | |
GIS | D | 0.11% | 0.35% | 0.11% | |
GOOGL | C | 5.91% | 1.19% | 1.19% | |
HBAN | A | 0.08% | 0.17% | 0.08% | |
HD | A | 1.22% | 1.02% | 1.02% | |
HIG | B | 0.1% | 0.26% | 0.1% | |
HLT | A | 0.18% | 0.11% | 0.11% | |
HOLX | D | 0.05% | 0.1% | 0.05% | |
HPE | B | 0.08% | 0.17% | 0.08% | |
HPQ | B | 0.11% | 0.1% | 0.1% | |
HUBS | A | 0.11% | 0.13% | 0.11% | |
IBM | C | 0.58% | 0.52% | 0.52% | |
IDXX | F | 0.1% | 0.23% | 0.1% | |
IEX | B | 0.05% | 0.11% | 0.05% | |
IFF | D | 0.06% | 0.08% | 0.06% | |
INTC | D | 0.32% | 0.29% | 0.29% | |
INTU | C | 0.58% | 0.61% | 0.58% | |
IPG | D | 0.03% | 0.08% | 0.03% | |
IQV | D | 0.11% | 0.12% | 0.11% | |
IR | B | 0.13% | 0.11% | 0.11% | |
IT | C | 0.12% | 0.16% | 0.12% | |
JCI | C | 0.17% | 0.18% | 0.17% | |
JNPR | F | 0.04% | 0.1% | 0.04% | |
JPM | A | 2.08% | 1.34% | 1.34% | |
K | A | 0.06% | 0.48% | 0.06% | |
KDP | D | 0.11% | 0.09% | 0.09% | |
KMB | D | 0.13% | 0.15% | 0.13% | |
KO | D | 0.74% | 0.85% | 0.74% | |
KR | B | 0.13% | 0.22% | 0.13% | |
LLY | F | 2.03% | 1.21% | 1.21% | |
LOW | D | 0.47% | 0.39% | 0.39% | |
LRCX | F | 0.29% | 0.29% | 0.29% | |
MA | C | 1.3% | 0.95% | 0.95% | |
MCO | B | 0.23% | 0.3% | 0.23% | |
MET | A | 0.15% | 0.31% | 0.15% | |
MMC | B | 0.33% | 0.17% | 0.17% | |
MRK | F | 0.76% | 0.47% | 0.47% | |
MRNA | F | 0.04% | 0.04% | 0.04% | |
MSFT | F | 9.49% | 5.77% | 5.77% | |
MU | D | 0.33% | 0.18% | 0.18% | |
NDAQ | A | 0.1% | 0.2% | 0.1% | |
NEE | D | 0.47% | 0.41% | 0.41% | |
NFLX | A | 1.08% | 0.6% | 0.6% | |
NOW | A | 0.65% | 0.66% | 0.65% | |
NTAP | C | 0.07% | 0.08% | 0.07% | |
NTRS | A | 0.06% | 0.12% | 0.06% | |
NVDA | C | 10.49% | 6.91% | 6.91% | |
OC | A | 0.05% | 0.11% | 0.05% | |
PANW | C | 0.38% | 0.27% | 0.27% | |
PARA | C | 0.02% | 0.09% | 0.02% | |
PEG | A | 0.13% | 0.48% | 0.13% | |
PEP | F | 0.69% | 0.38% | 0.38% | |
PFE | D | 0.45% | 0.24% | 0.24% | |
PFG | D | 0.06% | 0.11% | 0.06% | |
POOL | C | 0.04% | 0.1% | 0.04% | |
PRU | A | 0.14% | 0.54% | 0.14% | |
PWR | A | 0.14% | 0.11% | 0.11% | |
PYPL | B | 0.27% | 0.14% | 0.14% | |
QCOM | F | 0.55% | 0.28% | 0.28% | |
REGN | F | 0.25% | 0.15% | 0.15% | |
SBUX | A | 0.33% | 0.24% | 0.24% | |
SCHW | B | 0.36% | 0.2% | 0.2% | |
SPGI | C | 0.48% | 0.47% | 0.47% | |
STE | F | 0.07% | 0.15% | 0.07% | |
STX | D | 0.06% | 0.09% | 0.06% | |
SYF | B | 0.08% | 0.22% | 0.08% | |
SYK | C | 0.42% | 0.11% | 0.11% | |
SYY | B | 0.11% | 0.09% | 0.09% | |
T | A | 0.48% | 0.16% | 0.16% | |
TEAM | A | 0.12% | 0.15% | 0.12% | |
TFC | A | 0.19% | 0.13% | 0.13% | |
TGT | F | 0.21% | 0.23% | 0.21% | |
TMO | F | 0.62% | 0.2% | 0.2% | |
TRMB | B | 0.05% | 0.12% | 0.05% | |
TRV | B | 0.18% | 0.21% | 0.18% | |
TSCO | D | 0.09% | 0.14% | 0.09% | |
TT | A | 0.28% | 0.47% | 0.28% | |
TWLO | A | 0.05% | 0.15% | 0.05% | |
UNH | C | 1.66% | 0.95% | 0.95% | |
UNP | C | 0.43% | 0.29% | 0.29% | |
USB | A | 0.24% | 0.17% | 0.17% | |
V | A | 1.56% | 1.05% | 1.05% | |
VEEV | C | 0.1% | 0.11% | 0.1% | |
VRTX | F | 0.38% | 0.32% | 0.32% | |
VZ | C | 0.52% | 0.37% | 0.37% | |
WAT | B | 0.07% | 0.17% | 0.07% | |
WDC | D | 0.06% | 0.09% | 0.06% | |
WELL | A | 0.25% | 0.24% | 0.24% | |
WST | C | 0.07% | 0.1% | 0.07% | |
WY | D | 0.07% | 0.1% | 0.07% | |
XYL | D | 0.09% | 0.22% | 0.09% | |
ZTS | D | 0.24% | 0.34% | 0.24% |
CDEI Overweight 212 Positions Relative to ESGU
Symbol | Grade | Weight | |
---|---|---|---|
WMT | A | 1.11% | |
ABT | B | 0.6% | |
TJX | A | 0.41% | |
BSX | B | 0.39% | |
TMUS | B | 0.35% | |
MDT | D | 0.33% | |
WM | A | 0.27% | |
PH | A | 0.27% | |
ICE | C | 0.27% | |
APH | A | 0.26% | |
MDLZ | F | 0.26% | |
MSI | B | 0.25% | |
CRWD | B | 0.24% | |
AON | A | 0.24% | |
CME | A | 0.24% | |
EMR | A | 0.22% | |
CVS | D | 0.21% | |
BDX | F | 0.2% | |
MAR | B | 0.2% | |
AMP | A | 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% | |
CPRT | A | 0.15% | |
FAST | B | 0.14% | |
RSG | A | 0.13% | |
XEL | A | 0.12% | |
YUM | B | 0.12% | |
OTIS | C | 0.12% | |
FITB | A | 0.1% | |
EFX | F | 0.1% | |
ROK | B | 0.1% | |
WAB | B | 0.1% | |
ON | D | 0.09% | |
RJF | A | 0.09% | |
CSGP | D | 0.09% | |
EBAY | D | 0.09% | |
AWK | D | 0.08% | |
VTR | C | 0.08% | |
HSY | F | 0.08% | |
TYL | B | 0.08% | |
LPLA | A | 0.07% | |
RF | A | 0.07% | |
DTE | C | 0.07% | |
PODD | C | 0.06% | |
NRG | B | 0.06% | |
BAH | F | 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% | |
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% | |
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% | |
EPAM | C | 0.04% | |
DT | C | 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% | |
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% | |
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 126 Positions Relative to ESGU
Symbol | Grade | Weight | |
---|---|---|---|
AMZN | C | -3.61% | |
GOOG | C | -2.34% | |
META | D | -2.19% | |
TSLA | B | -1.78% | |
COST | B | -0.79% | |
TXN | C | -0.7% | |
PG | A | -0.69% | |
JNJ | D | -0.62% | |
CVX | A | -0.61% | |
ORCL | B | -0.59% | |
XOM | B | -0.58% | |
MS | A | -0.54% | |
AMAT | F | -0.46% | |
GE | D | -0.45% | |
PGR | A | -0.42% | |
RTX | C | -0.42% | |
BRK.A | B | -0.41% | |
GS | A | -0.4% | |
OKE | A | -0.39% | |
CRH | A | -0.39% | |
HON | B | -0.39% | |
NI | A | -0.38% | |
GWW | B | -0.37% | |
COP | C | -0.36% | |
PNC | B | -0.36% | |
LIN | D | -0.34% | |
ISRG | A | -0.33% | |
HES | B | -0.32% | |
MCK | B | -0.32% | |
CAT | B | -0.32% | |
PNR | A | -0.32% | |
MMM | D | -0.32% | |
KMI | A | -0.32% | |
MCD | D | -0.31% | |
TRGP | B | -0.28% | |
NXPI | D | -0.26% | |
FLUT | A | -0.25% | |
LKQ | D | -0.23% | |
UBER | D | -0.23% | |
CDNS | B | -0.22% | |
AXON | A | -0.22% | |
COR | B | -0.22% | |
CHD | B | -0.21% | |
PPG | F | -0.21% | |
SNPS | B | -0.21% | |
LNG | B | -0.2% | |
FERG | B | -0.2% | |
KEYS | A | -0.2% | |
CHRW | C | -0.2% | |
VLTO | D | -0.19% | |
TAP | C | -0.19% | |
NOC | D | -0.19% | |
CBRE | B | -0.18% | |
BG | F | -0.18% | |
GEV | B | -0.17% | |
COO | D | -0.17% | |
MELI | D | -0.17% | |
WDAY | B | -0.17% | |
FDS | B | -0.16% | |
UPS | C | -0.16% | |
MRVL | B | -0.16% | |
KHC | F | -0.16% | |
NEM | D | -0.15% | |
IRM | D | -0.15% | |
CAH | B | -0.15% | |
PTC | A | -0.15% | |
D | C | -0.15% | |
OVV | B | -0.14% | |
RCL | A | -0.14% | |
DGX | A | -0.14% | |
WFC | A | -0.13% | |
CMG | B | -0.13% | |
WSM | B | -0.13% | |
LII | A | -0.13% | |
J | F | -0.13% | |
SBAC | D | -0.13% | |
PLD | D | -0.13% | |
HCA | F | -0.13% | |
PSX | C | -0.13% | |
URI | B | -0.13% | |
LULU | C | -0.12% | |
NUE | C | -0.12% | |
BLK | C | -0.12% | |
AFL | B | -0.12% | |
AIZ | A | -0.12% | |
CNH | C | -0.12% | |
EQT | B | -0.12% | |
KKR | A | -0.12% | |
WTW | B | -0.11% | |
GDDY | A | -0.11% | |
EIX | B | -0.11% | |
PAYX | C | -0.11% | |
HWM | A | -0.11% | |
AJG | B | -0.11% | |
CEG | D | -0.11% | |
HUBB | B | -0.11% | |
STLD | B | -0.11% | |
FOX | A | -0.11% | |
IP | B | -0.11% | |
MKC | D | -0.1% | |
ZBH | C | -0.1% | |
MRO | B | -0.1% | |
PHM | D | -0.1% | |
DXCM | D | -0.1% | |
LH | C | -0.1% | |
SLB | C | -0.1% | |
LDOS | C | -0.1% | |
ODFL | B | -0.1% | |
JBHT | C | -0.1% | |
DVA | B | -0.1% | |
MDB | C | -0.1% | |
DHI | D | -0.09% | |
HRL | D | -0.09% | |
ADM | D | -0.09% | |
FANG | D | -0.09% | |
ED | D | -0.09% | |
SNOW | C | -0.09% | |
BALL | D | -0.09% | |
WTRG | B | -0.09% | |
ULTA | F | -0.09% | |
VLO | C | -0.09% | |
TFX | F | -0.08% | |
MTD | D | -0.08% | |
MOH | F | -0.08% | |
CPB | D | -0.08% | |
HII | D | -0.07% |
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
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global