CDEI vs. NZAC ETF Comparison

Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC)
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

$71.87

Average Daily Volume

635

Number of Holdings *

370

* may have additional holdings in another (foreign) market
NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.11

Average Daily Volume

6,775

Number of Holdings *

370

* may have additional holdings in another (foreign) market
Performance
Period CDEI NZAC
30 Days 0.02% -1.17%
60 Days 3.27% 0.77%
90 Days 4.10% 2.65%
12 Months 24.38% 25.50%
181 Overlapping Holdings
Symbol Grade Weight in CDEI Weight in NZAC Overlap
A F 0.11% 0.06% 0.06%
AAPL C 10.52% 4.47% 4.47%
ABBV F 0.91% 0.6% 0.6%
ABBV F 0.91% 0.34% 0.34%
ABT A 0.6% 0.19% 0.19%
ACGL D 0.11% 0.12% 0.11%
ACM B 0.04% 0.36% 0.04%
ACN C 0.69% 0.39% 0.39%
ADBE D 0.71% 0.35% 0.35%
ADI D 0.32% 0.46% 0.32%
ADP B 0.37% 0.2% 0.2%
ADSK B 0.2% 0.09% 0.09%
AFG A 0.03% 0.07% 0.03%
AIG C 0.15% 0.14% 0.14%
ALGN D 0.05% 0.03% 0.03%
ALL A 0.16% 0.14% 0.14%
ALLE D 0.04% 0.09% 0.04%
ALNY D 0.1% 0.03% 0.03%
AMD F 0.68% 0.27% 0.27%
AMGN D 0.48% 0.21% 0.21%
AMP A 0.17% 0.16% 0.16%
AMT D 0.28% 0.11% 0.11%
ANET C 0.3% 0.06% 0.06%
ANSS B 0.09% 0.02% 0.02%
AON B 0.24% 0.11% 0.11%
APH B 0.26% 0.11% 0.11%
AVGO C 2.36% 1.1% 1.1%
AVTR F 0.04% 0.03% 0.03%
AXP B 0.5% 0.36% 0.36%
BAC A 0.94% 0.44% 0.44%
BAH D 0.06% 0.03% 0.03%
BAX F 0.05% 0.02% 0.02%
BBWI C 0.02% 0.01% 0.01%
BDX F 0.2% 0.11% 0.11%
BIIB F 0.07% 0.03% 0.03%
BIO C 0.02% 0.01% 0.01%
BK B 0.17% 0.13% 0.13%
BKNG A 0.51% 0.24% 0.24%
BMY A 0.36% 0.24% 0.24%
BR B 0.08% 0.08% 0.08%
BSX A 0.39% 0.31% 0.31%
BURL A 0.05% 0.03% 0.03%
C B 0.39% 0.01% 0.01%
CARR D 0.19% 0.03% 0.03%
CBOE C 0.06% 0.03% 0.03%
CCI C 0.14% 0.07% 0.07%
CLX A 0.06% 0.01% 0.01%
CMCSA B 0.51% 0.25% 0.25%
CME A 0.24% 0.12% 0.12%
COF B 0.21% 0.14% 0.14%
CPRT B 0.15% 0.04% 0.04%
CRM B 0.94% 0.42% 0.42%
CRWD B 0.24% 0.02% 0.02%
CSCO B 0.7% 0.4% 0.4%
CSGP F 0.09% 0.02% 0.02%
DE C 0.3% 0.14% 0.14%
DFS B 0.13% 0.09% 0.09%
DHR D 0.48% 0.19% 0.19%
DIS B 0.6% 0.29% 0.29%
DLR A 0.18% 0.39% 0.18%
DLTR F 0.04% 0.02% 0.02%
DOC D 0.04% 0.01% 0.01%
DOCU B 0.05% 0.01% 0.01%
EA A 0.12% 0.01% 0.01%
EBAY D 0.09% 0.14% 0.09%
ECL D 0.19% 0.06% 0.06%
EFX F 0.1% 0.03% 0.03%
EL F 0.05% 0.03% 0.03%
ELV F 0.29% 0.17% 0.17%
EPAM C 0.04% 0.01% 0.01%
EQH B 0.05% 0.1% 0.05%
EQIX A 0.26% 0.33% 0.26%
ETN B 0.44% 0.28% 0.28%
EW C 0.12% 0.11% 0.11%
FAST B 0.14% 0.17% 0.14%
FI A 0.37% 0.18% 0.18%
FIS C 0.15% 0.07% 0.07%
FSLR F 0.06% 0.16% 0.06%
FTV D 0.08% 0.09% 0.08%
GILD C 0.35% 0.06% 0.06%
GIS F 0.11% 0.08% 0.08%
GOOGL B 5.91% 1.03% 1.03%
HBAN B 0.08% 0.02% 0.02%
HD A 1.22% 0.58% 0.58%
HIG B 0.1% 0.12% 0.1%
HLT A 0.18% 0.02% 0.02%
HOLX D 0.05% 0.05% 0.05%
HPE B 0.08% 0.16% 0.08%
HSIC C 0.03% 0.05% 0.03%
HSY F 0.08% 0.05% 0.05%
IBM C 0.58% 0.6% 0.58%
ICE C 0.27% 0.13% 0.13%
IDXX F 0.1% 0.06% 0.06%
IEX B 0.05% 0.04% 0.04%
INTC C 0.32% 0.18% 0.18%
INTU B 0.58% 0.31% 0.31%
IPG F 0.03% 0.01% 0.01%
IQV F 0.11% 0.1% 0.1%
IT C 0.12% 0.03% 0.03%
JKHY D 0.04% 0.01% 0.01%
JNPR D 0.04% 0.13% 0.04%
JPM A 2.08% 1.09% 1.09%
KDP D 0.11% 0.08% 0.08%
LLY F 2.03% 0.94% 0.94%
LOW C 0.47% 0.25% 0.25%
LRCX F 0.29% 0.1% 0.1%
MA B 1.3% 0.65% 0.65%
MAR B 0.2% 0.02% 0.02%
MAS D 0.05% 0.01% 0.01%
MCO D 0.23% 0.22% 0.22%
MDT D 0.33% 0.23% 0.23%
MET A 0.15% 0.21% 0.15%
MKTX D 0.03% 0.01% 0.01%
MMC D 0.33% 0.2% 0.2%
MRK F 0.76% 0.47% 0.47%
MRNA F 0.04% 0.01% 0.01%
MSFT D 9.49% 4.03% 4.03%
MSI B 0.25% 0.27% 0.25%
MU D 0.33% 0.09% 0.09%
NDAQ A 0.1% 0.04% 0.04%
NFLX A 1.08% 0.49% 0.49%
NOW B 0.65% 0.39% 0.39%
NTAP C 0.07% 0.06% 0.06%
NTRS A 0.06% 0.05% 0.05%
NVDA A 10.49% 4.67% 4.67%
O C 0.15% 0.07% 0.07%
OMC C 0.06% 0.03% 0.03%
PANW B 0.38% 0.14% 0.14%
PAYC B 0.03% 0.01% 0.01%
PFE F 0.45% 0.19% 0.19%
PH B 0.27% 0.25% 0.25%
PINS F 0.05% 0.01% 0.01%
PODD B 0.06% 0.02% 0.02%
POOL D 0.04% 0.02% 0.02%
PRU B 0.14% 0.15% 0.14%
PWR A 0.14% 0.24% 0.14%
PYPL B 0.27% 0.13% 0.13%
QCOM F 0.55% 0.26% 0.26%
REGN F 0.25% 0.1% 0.1%
RF A 0.07% 0.07% 0.07%
RJF A 0.09% 0.04% 0.04%
ROK B 0.1% 0.08% 0.08%
RPRX F 0.03% 0.02% 0.02%
SBUX A 0.33% 0.15% 0.15%
SCHW A 0.36% 0.19% 0.19%
SPG A 0.17% 0.15% 0.15%
SPGI D 0.48% 0.38% 0.38%
STE D 0.07% 0.03% 0.03%
SYF B 0.08% 0.09% 0.08%
SYK A 0.42% 0.25% 0.25%
T A 0.48% 0.18% 0.18%
TER F 0.05% 0.03% 0.03%
TGT B 0.21% 0.02% 0.02%
TJX A 0.41% 0.36% 0.36%
TMO F 0.62% 0.32% 0.32%
TMUS B 0.35% 0.13% 0.13%
TRMB B 0.05% 0.07% 0.05%
TRV A 0.18% 0.15% 0.15%
TT A 0.28% 0.02% 0.02%
TTD B 0.17% 0.05% 0.05%
TW A 0.04% 0.02% 0.02%
UNH C 1.66% 0.77% 0.77%
UNP D 0.43% 0.21% 0.21%
USB B 0.24% 0.12% 0.12%
V A 1.56% 0.75% 0.75%
VEEV C 0.1% 0.03% 0.03%
VRSN F 0.05% 0.01% 0.01%
VRTX D 0.38% 0.14% 0.14%
VTR B 0.08% 0.06% 0.06%
VZ C 0.52% 0.21% 0.21%
WAB B 0.1% 0.08% 0.08%
WAT C 0.07% 0.02% 0.02%
WELL A 0.25% 0.15% 0.15%
WM B 0.27% 0.1% 0.1%
WMT A 1.11% 0.35% 0.35%
WST D 0.07% 0.02% 0.02%
XYL D 0.09% 0.36% 0.09%
YUM D 0.12% 0.07% 0.07%
Z A 0.05% 0.02% 0.02%
ZBRA B 0.06% 0.02% 0.02%
ZTS D 0.24% 0.16% 0.16%
CDEI Overweight 190 Positions Relative to NZAC
Symbol Grade Weight
KO D 0.74%
PEP F 0.69%
NEE C 0.47%
CI D 0.27%
MDLZ F 0.26%
CL D 0.23%
EMR A 0.22%
CVS F 0.21%
FDX B 0.2%
TFC A 0.19%
FICO B 0.17%
JCI B 0.17%
SRE A 0.17%
CMI A 0.15%
IR B 0.13%
DAL A 0.13%
KR B 0.13%
BKR B 0.13%
RSG A 0.13%
PEG C 0.13%
KMB C 0.13%
DELL B 0.12%
EXC C 0.12%
XEL A 0.12%
TEAM A 0.12%
OTIS C 0.12%
HUBS B 0.11%
HPQ B 0.11%
SYY D 0.11%
FITB B 0.1%
ON F 0.09%
TSCO D 0.09%
CNC F 0.09%
AWK C 0.08%
TYL B 0.08%
DECK A 0.08%
ES C 0.07%
WY D 0.07%
EME A 0.07%
LPLA A 0.07%
DTE C 0.07%
BBY D 0.06%
NRG B 0.06%
PFG C 0.06%
CMS C 0.06%
STX D 0.06%
IFF D 0.06%
CFG B 0.06%
K B 0.06%
WDC F 0.06%
RGA B 0.05%
LNT A 0.05%
USFD A 0.05%
NTNX B 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%
WSO A 0.05%
KEY B 0.05%
DAY B 0.04%
SCI A 0.04%
JEF A 0.04%
HST D 0.04%
NVT C 0.04%
ITT A 0.04%
JLL D 0.04%
RNR C 0.04%
ELS B 0.04%
CLH C 0.04%
PFGC B 0.04%
AKAM F 0.04%
SWK F 0.04%
CAG F 0.04%
UNM A 0.04%
TXRH B 0.04%
DT C 0.04%
EWBC A 0.04%
SOFI A 0.04%
APTV F 0.04%
AMCR D 0.04%
CASY A 0.04%
CFR B 0.03%
TTC F 0.03%
MOS D 0.03%
MEDP D 0.03%
GPK D 0.03%
BILL B 0.03%
WTFC B 0.03%
BRX A 0.03%
ZION B 0.03%
SNX D 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 B 0.03%
TPX B 0.03%
FBIN F 0.03%
GL C 0.03%
PRI A 0.03%
CIEN B 0.03%
AES F 0.03%
OHI B 0.03%
AIT B 0.03%
CUBE C 0.03%
CCK D 0.03%
TTEK F 0.03%
DKS D 0.03%
BLD F 0.03%
LECO C 0.03%
SJM D 0.03%
RDN D 0.02%
INSP F 0.02%
GATX B 0.02%
ITRI B 0.02%
BC D 0.02%
APPF C 0.02%
CRUS F 0.02%
LEA F 0.02%
THO C 0.02%
BCPC B 0.02%
ETSY D 0.02%
PVH C 0.02%
CROX F 0.02%
SUM B 0.02%
LNC B 0.02%
JHG B 0.02%
BPMC C 0.02%
WHR B 0.02%
COOP B 0.02%
IDA A 0.02%
LYFT C 0.02%
MTG D 0.02%
SAIC F 0.02%
FAF C 0.02%
MTH D 0.02%
MAT D 0.02%
AWI B 0.02%
DBX C 0.02%
MTN C 0.02%
BMI C 0.02%
RHP B 0.02%
AZEK B 0.02%
ALK A 0.02%
HALO F 0.02%
FMC D 0.02%
H B 0.02%
CADE B 0.02%
ATI C 0.02%
ELAN D 0.02%
ONB B 0.02%
FCN F 0.02%
PARA D 0.02%
EXLS B 0.02%
MIDD D 0.02%
GTLS A 0.02%
CVLT B 0.02%
G B 0.02%
VFC C 0.02%
RHI C 0.02%
TREX D 0.02%
MKSI C 0.02%
NNN C 0.02%
BWA D 0.02%
SNV B 0.02%
SKX F 0.02%
HQY A 0.02%
AGR A 0.01%
COLM B 0.01%
CWEN C 0.01%
TNET F 0.01%
ASH F 0.01%
OGN F 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 A 0.01%
POR C 0.01%
MMS D 0.01%
TENB D 0.01%
SON F 0.01%
CDEI Underweight 189 Positions Relative to NZAC
Symbol Grade Weight
AMZN B -2.38%
META C -1.62%
GOOG B -1.45%
TSLA A -1.32%
EIX C -0.81%
JNJ D -0.62%
ORCL A -0.59%
SHW C -0.56%
NVS D -0.41%
BRK.A B -0.39%
MCD D -0.36%
ITW B -0.33%
ISRG A -0.31%
AFL C -0.28%
TXN C -0.27%
BLK B -0.27%
MS A -0.26%
WFC A -0.25%
CB C -0.24%
BABA D -0.24%
PNR B -0.23%
PGR B -0.22%
GWW B -0.21%
PLD D -0.21%
TD D -0.19%
PNC B -0.19%
GLW B -0.19%
BX A -0.19%
CBRE B -0.18%
FFIV B -0.18%
ORLY B -0.18%
UBER F -0.17%
SONY B -0.17%
APO A -0.17%
AME A -0.16%
KLAC F -0.15%
HDB B -0.14%
MELI D -0.14%
TDG D -0.13%
KKR A -0.13%
CDW F -0.13%
AMAT F -0.12%
SHOP B -0.12%
AVB B -0.12%
MRVL B -0.12%
PPG F -0.11%
LI F -0.11%
PSA C -0.11%
INFY D -0.11%
NKE F -0.11%
AZO C -0.1%
MTB A -0.1%
ESS A -0.1%
CHD A -0.1%
DEO F -0.1%
TDY B -0.1%
FTNT B -0.09%
AIZ A -0.09%
ROST D -0.09%
CSX C -0.09%
SCCO F -0.08%
PDD D -0.08%
GRMN B -0.08%
CTSH C -0.08%
REG A -0.08%
PAYX B -0.08%
LULU C -0.08%
MUFG A -0.08%
NEM D -0.08%
RS B -0.08%
CINF A -0.07%
BXP D -0.07%
RVTY D -0.07%
UPS C -0.07%
PLTR A -0.07%
HSBH A -0.07%
CMG C -0.07%
WRB B -0.07%
EQR C -0.07%
AJG B -0.07%
MKL A -0.07%
WIT B -0.07%
WTW B -0.07%
RMD C -0.07%
CHTR B -0.07%
LIN D -0.07%
DHI D -0.06%
IRM C -0.06%
MTD F -0.06%
TCOM B -0.06%
GS B -0.06%
PCAR C -0.06%
LEN D -0.06%
AXON A -0.06%
KEYS C -0.06%
HUM D -0.06%
CPAY A -0.05%
LYV A -0.05%
VRSK B -0.05%
ZBH C -0.05%
ABNB D -0.05%
GPN C -0.05%
TROW B -0.05%
URI B -0.05%
ULTA F -0.05%
ENPH F -0.05%
BRO B -0.05%
COIN A -0.04%
ILMN C -0.04%
CEG C -0.04%
DXCM C -0.04%
NSC B -0.04%
FOXA B -0.04%
UHAL D -0.04%
CTAS B -0.04%
BCS B -0.04%
PHM D -0.04%
XPEV C -0.04%
EXR C -0.04%
WDAY C -0.03%
NVR D -0.03%
AZN F -0.03%
VICI C -0.03%
MNST C -0.03%
XRX F -0.03%
VLTO C -0.03%
CCEP D -0.03%
EG D -0.03%
SBAC D -0.03%
LKQ F -0.03%
ERIE F -0.03%
GDDY A -0.03%
FOX A -0.03%
BIDU F -0.03%
STZ D -0.03%
CG B -0.02%
NIO F -0.02%
ALLY C -0.02%
VMC B -0.02%
BMRN F -0.02%
TFX F -0.02%
MOH F -0.02%
ROL B -0.02%
STT B -0.02%
SNA B -0.02%
MSTR A -0.02%
DGX A -0.02%
SEIC B -0.02%
ZM B -0.02%
HEI A -0.02%
DASH A -0.02%
BCH D -0.02%
ASAI F -0.02%
CTLT D -0.02%
VRT A -0.02%
SNOW C -0.02%
ODFL B -0.02%
ROP C -0.02%
LH B -0.02%
MMM D -0.02%
SQ A -0.02%
MBAVU A -0.01%
SMCI F -0.01%
QGEN F -0.01%
EXAS D -0.01%
SWKS F -0.01%
MTCH F -0.01%
WYNN D -0.01%
STLD B -0.01%
RIVN F -0.01%
SUI C -0.01%
NXPI F -0.01%
TECH F -0.01%
SNAP D -0.01%
ALB B -0.01%
KVUE A -0.01%
MKC D -0.01%
SQ A -0.01%
FDS B -0.01%
TRU D -0.01%
NBIX C -0.01%
KB B -0.01%
WPC C -0.01%
INCY C -0.01%
QFIN B -0.01%
LYG C -0.01%
TEVA D -0.01%
NIO F -0.0%
WIT B -0.0%
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