CDEI vs. ESGY ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to American Century Sustainable Growth ETF (ESGY)
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
ESGY
American Century Sustainable Growth ETF
ESGY Description
The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.15
Average Daily Volume
996
Number of Holdings
*
84
* may have additional holdings in another (foreign) market
Performance
| Period | CDEI | ESGY |
|---|---|---|
| 30 Days | 1.83% | 2.71% |
| 60 Days | 4.03% | 3.88% |
| 90 Days | 4.65% | 4.75% |
| 12 Months | 24.85% | 30.25% |
55 Overlapping Holdings
| Symbol | Grade | Weight in CDEI | Weight in ESGY | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.11% | 0.53% | 0.11% | |
| AAPL | C | 10.52% | 12.07% | 10.52% | |
| ABBV | D | 0.91% | 1.01% | 0.91% | |
| ACN | C | 0.69% | 0.31% | 0.31% | |
| ADBE | C | 0.71% | 0.57% | 0.57% | |
| ADI | D | 0.32% | 0.5% | 0.32% | |
| ADP | B | 0.37% | 0.59% | 0.37% | |
| AMD | F | 0.68% | 1.49% | 0.68% | |
| ANET | C | 0.3% | 0.37% | 0.3% | |
| APTV | D | 0.04% | 0.39% | 0.04% | |
| AVGO | D | 2.36% | 1.61% | 1.61% | |
| BURL | A | 0.05% | 0.12% | 0.05% | |
| CI | F | 0.27% | 0.56% | 0.27% | |
| CPRT | A | 0.15% | 0.15% | 0.15% | |
| CRM | B | 0.94% | 0.68% | 0.68% | |
| CROX | D | 0.02% | 0.14% | 0.02% | |
| CRWD | B | 0.24% | 0.4% | 0.24% | |
| DECK | A | 0.08% | 0.41% | 0.08% | |
| DT | C | 0.04% | 0.29% | 0.04% | |
| EBAY | D | 0.09% | 0.28% | 0.09% | |
| ELV | F | 0.29% | 0.2% | 0.2% | |
| EQIX | A | 0.26% | 0.5% | 0.26% | |
| ETN | A | 0.44% | 0.25% | 0.25% | |
| FDX | B | 0.2% | 0.5% | 0.2% | |
| GOOGL | C | 5.91% | 6.79% | 5.91% | |
| HD | A | 1.22% | 1.17% | 1.17% | |
| HLT | A | 0.18% | 0.61% | 0.18% | |
| HUBS | A | 0.11% | 0.13% | 0.11% | |
| IDXX | F | 0.1% | 0.71% | 0.1% | |
| INTU | C | 0.58% | 0.73% | 0.58% | |
| KO | D | 0.74% | 0.66% | 0.66% | |
| LLY | F | 2.03% | 2.57% | 2.03% | |
| MA | C | 1.3% | 1.49% | 1.3% | |
| MSFT | F | 9.49% | 13.99% | 9.49% | |
| MSI | B | 0.25% | 0.44% | 0.25% | |
| NFLX | A | 1.08% | 0.58% | 0.58% | |
| NOW | A | 0.65% | 1.53% | 0.65% | |
| NVDA | C | 10.49% | 11.47% | 10.49% | |
| PANW | C | 0.38% | 0.35% | 0.35% | |
| PEP | F | 0.69% | 0.96% | 0.69% | |
| POOL | C | 0.04% | 0.28% | 0.04% | |
| SPGI | C | 0.48% | 0.43% | 0.43% | |
| SYY | B | 0.11% | 0.36% | 0.11% | |
| TGT | F | 0.21% | 0.3% | 0.21% | |
| TJX | A | 0.41% | 0.93% | 0.41% | |
| TREX | C | 0.02% | 0.13% | 0.02% | |
| TSCO | D | 0.09% | 0.32% | 0.09% | |
| TT | A | 0.28% | 0.89% | 0.28% | |
| UNH | C | 1.66% | 0.7% | 0.7% | |
| UNP | C | 0.43% | 0.44% | 0.43% | |
| V | A | 1.56% | 2.6% | 1.56% | |
| VRTX | F | 0.38% | 0.52% | 0.38% | |
| WST | C | 0.07% | 0.21% | 0.07% | |
| XYL | D | 0.09% | 0.28% | 0.09% | |
| ZTS | D | 0.24% | 0.55% | 0.24% |
CDEI Overweight 315 Positions Relative to ESGY
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 2.08% | |
| WMT | A | 1.11% | |
| BAC | A | 0.94% | |
| MRK | F | 0.76% | |
| CSCO | B | 0.7% | |
| TMO | F | 0.62% | |
| DIS | B | 0.6% | |
| ABT | B | 0.6% | |
| IBM | C | 0.58% | |
| QCOM | F | 0.55% | |
| VZ | C | 0.52% | |
| CMCSA | B | 0.51% | |
| BKNG | A | 0.51% | |
| AXP | A | 0.5% | |
| DHR | F | 0.48% | |
| AMGN | D | 0.48% | |
| T | A | 0.48% | |
| LOW | D | 0.47% | |
| NEE | D | 0.47% | |
| PFE | D | 0.45% | |
| SYK | C | 0.42% | |
| BSX | B | 0.39% | |
| C | A | 0.39% | |
| FI | A | 0.37% | |
| BMY | B | 0.36% | |
| SCHW | B | 0.36% | |
| GILD | C | 0.35% | |
| TMUS | B | 0.35% | |
| MMC | B | 0.33% | |
| MU | D | 0.33% | |
| SBUX | A | 0.33% | |
| MDT | D | 0.33% | |
| INTC | D | 0.32% | |
| DE | A | 0.3% | |
| LRCX | F | 0.29% | |
| AMT | D | 0.28% | |
| PYPL | B | 0.27% | |
| WM | A | 0.27% | |
| PH | A | 0.27% | |
| ICE | C | 0.27% | |
| APH | A | 0.26% | |
| MDLZ | F | 0.26% | |
| WELL | A | 0.25% | |
| REGN | F | 0.25% | |
| USB | A | 0.24% | |
| AON | A | 0.24% | |
| CME | A | 0.24% | |
| CL | D | 0.23% | |
| MCO | B | 0.23% | |
| EMR | A | 0.22% | |
| COF | B | 0.21% | |
| CVS | D | 0.21% | |
| BDX | F | 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% | |
| TRV | B | 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% | |
| 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% | |
| RSG | A | 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% | |
| EA | A | 0.12% | |
| TEAM | A | 0.12% | |
| OTIS | C | 0.12% | |
| IT | C | 0.12% | |
| HPQ | B | 0.11% | |
| KDP | D | 0.11% | |
| GIS | D | 0.11% | |
| ACGL | D | 0.11% | |
| IQV | 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% | |
| WAB | B | 0.1% | |
| ON | D | 0.09% | |
| RJF | A | 0.09% | |
| ANSS | B | 0.09% | |
| CSGP | D | 0.09% | |
| CNC | D | 0.09% | |
| HBAN | A | 0.08% | |
| AWK | D | 0.08% | |
| SYF | B | 0.08% | |
| VTR | C | 0.08% | |
| HSY | F | 0.08% | |
| FTV | C | 0.08% | |
| BR | A | 0.08% | |
| TYL | B | 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% | |
| DTE | 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% | |
| CMS | C | 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% | |
| CBOE | 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% | |
| 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% | |
| HOLX | 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% | |
| JNPR | F | 0.04% | |
| RNR | C | 0.04% | |
| ELS | C | 0.04% | |
| CLH | B | 0.04% | |
| PFGC | B | 0.04% | |
| AKAM | D | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| UNM | A | 0.04% | |
| TXRH | C | 0.04% | |
| MRNA | F | 0.04% | |
| EPAM | C | 0.04% | |
| AVTR | F | 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% | |
| 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% | |
| CRUS | D | 0.02% | |
| LEA | D | 0.02% | |
| THO | B | 0.02% | |
| BCPC | B | 0.02% | |
| ETSY | D | 0.02% | |
| PVH | C | 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% | |
| 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 29 Positions Relative to ESGY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.06% | |
| META | D | -3.97% | |
| TSLA | B | -1.87% | |
| AMAT | F | -1.14% | |
| CDNS | B | -0.96% | |
| NVO | D | -0.96% | |
| UBER | D | -0.92% | |
| PGR | A | -0.76% | |
| WDAY | B | -0.73% | |
| LIN | D | -0.67% | |
| ASML | F | -0.6% | |
| VRT | B | -0.55% | |
| CMG | B | -0.55% | |
| SQ | B | -0.55% | |
| CDW | F | -0.42% | |
| YETI | C | -0.36% | |
| SLB | C | -0.32% | |
| ABNB | C | -0.29% | |
| KMX | B | -0.28% | |
| SNOW | C | -0.27% | |
| DDOG | A | -0.25% | |
| OKTA | C | -0.24% | |
| GWW | B | -0.18% | |
| MDB | C | -0.16% | |
| SAIA | B | -0.15% | |
| PD | C | -0.11% | |
| URI | B | -0.1% | |
| LULU | C | -0.07% | |
| DXCM | D | -0.05% |
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
ESGY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Diagnostics & Research
Health Care Plans
Software - Infrastructure
Specialty Retail
Apparel Stores
Auto & Truck Dealerships
Beverages - Soft Drinks
Biotechnology
Credit Services
Discount Stores
Drug Manufacturers - Major
Footwear & Accessories
Information Technology Services
Internet Content & Information
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Auto Manufacturers
Auto Parts
Keywords:
S&P 500
Nasdaq 100
Computing
Mobile Devices
Dow Jones Component
Cloud Computing
Work From Home
IBD 50
Software As A Service
Smartphones
Clothing
Cloud Infrastructure
Electronics
Information Technology Management
Operating System
Software
Artificial Intelligence
Computer Security
E-Commerce
Freight Transport
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