CDEI vs. PTLC ETF Comparison

Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to Pacer Trendpilot 750 ETF (PTLC)
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
PTLC

Pacer Trendpilot 750 ETF

PTLC Description The investment seeks to track the total return performance, before fees and expenses, of the Pacer Wilshire US Large-Cap Trendpilot Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. It may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments not included in the index but which the Adviser believes will help the fund track the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$54.54

Average Daily Volume

139,814

Number of Holdings *

500

* may have additional holdings in another (foreign) market
Performance
Period CDEI PTLC
30 Days 1.83% 3.00%
60 Days 4.03% 4.44%
90 Days 4.65% 6.15%
12 Months 24.85% 30.45%
231 Overlapping Holdings
Symbol Grade Weight in CDEI Weight in PTLC Overlap
A D 0.11% 0.08% 0.08%
AAPL C 10.52% 6.9% 6.9%
ABBV D 0.91% 0.59% 0.59%
ABT B 0.6% 0.4% 0.4%
ACGL D 0.11% 0.07% 0.07%
ACN C 0.69% 0.45% 0.45%
ADBE C 0.71% 0.47% 0.47%
ADI D 0.32% 0.21% 0.21%
ADP B 0.37% 0.24% 0.24%
ADSK A 0.2% 0.13% 0.13%
AES F 0.03% 0.02% 0.02%
AIG B 0.15% 0.1% 0.1%
AKAM D 0.04% 0.03% 0.03%
ALGN D 0.05% 0.03% 0.03%
ALL A 0.16% 0.1% 0.1%
ALLE D 0.04% 0.03% 0.03%
AMCR D 0.04% 0.03% 0.03%
AMD F 0.68% 0.45% 0.45%
AMGN D 0.48% 0.32% 0.32%
AMP A 0.17% 0.11% 0.11%
AMT D 0.28% 0.18% 0.18%
ANET C 0.3% 0.2% 0.2%
ANSS B 0.09% 0.06% 0.06%
AON A 0.24% 0.16% 0.16%
APH A 0.26% 0.17% 0.17%
APTV D 0.04% 0.03% 0.03%
AVGO D 2.36% 1.58% 1.58%
AWK D 0.08% 0.05% 0.05%
AXP A 0.5% 0.32% 0.32%
BAC A 0.94% 0.61% 0.61%
BAX D 0.05% 0.03% 0.03%
BBWI D 0.02% 0.0% 0.0%
BBY D 0.06% 0.04% 0.04%
BDX F 0.2% 0.13% 0.13%
BIIB F 0.07% 0.05% 0.05%
BK A 0.17% 0.11% 0.11%
BKNG A 0.51% 0.33% 0.33%
BKR B 0.13% 0.08% 0.08%
BMY B 0.36% 0.23% 0.23%
BR A 0.08% 0.05% 0.05%
BSX B 0.39% 0.26% 0.26%
BWA D 0.02% 0.02% 0.02%
C A 0.39% 0.26% 0.26%
CAG D 0.04% 0.03% 0.03%
CARR D 0.19% 0.13% 0.13%
CBOE B 0.06% 0.04% 0.04%
CCI D 0.14% 0.09% 0.09%
CFG B 0.06% 0.04% 0.04%
CI F 0.27% 0.18% 0.18%
CL D 0.23% 0.15% 0.15%
CLX B 0.06% 0.04% 0.04%
CMCSA B 0.51% 0.33% 0.33%
CME A 0.24% 0.16% 0.16%
CMI A 0.15% 0.1% 0.1%
CMS C 0.06% 0.04% 0.04%
CNC D 0.09% 0.06% 0.06%
COF B 0.21% 0.14% 0.14%
CPRT A 0.15% 0.1% 0.1%
CRM B 0.94% 0.64% 0.64%
CRWD B 0.24% 0.16% 0.16%
CSCO B 0.7% 0.46% 0.46%
CSGP D 0.09% 0.06% 0.06%
CVS D 0.21% 0.14% 0.14%
DAL C 0.13% 0.08% 0.08%
DAY B 0.04% 0.02% 0.02%
DE A 0.3% 0.2% 0.2%
DECK A 0.08% 0.05% 0.05%
DELL C 0.12% 0.08% 0.08%
DFS B 0.13% 0.09% 0.09%
DG F 0.05% 0.03% 0.03%
DHR F 0.48% 0.3% 0.3%
DIS B 0.6% 0.39% 0.39%
DLR B 0.18% 0.11% 0.11%
DLTR F 0.04% 0.03% 0.03%
DOC D 0.04% 0.03% 0.03%
DTE C 0.07% 0.05% 0.05%
EA A 0.12% 0.08% 0.08%
EBAY D 0.09% 0.06% 0.06%
ECL D 0.19% 0.12% 0.12%
EFX F 0.1% 0.06% 0.06%
EL F 0.05% 0.03% 0.03%
ELV F 0.29% 0.19% 0.19%
EMR A 0.22% 0.15% 0.15%
EPAM C 0.04% 0.03% 0.03%
EQIX A 0.26% 0.17% 0.17%
ES D 0.07% 0.04% 0.04%
ETN A 0.44% 0.29% 0.29%
EW C 0.12% 0.08% 0.08%
EXC C 0.12% 0.08% 0.08%
EXPD D 0.05% 0.03% 0.03%
FAST B 0.14% 0.09% 0.09%
FDX B 0.2% 0.13% 0.13%
FI A 0.37% 0.24% 0.24%
FICO B 0.17% 0.11% 0.11%
FIS C 0.15% 0.1% 0.1%
FITB A 0.1% 0.06% 0.06%
FMC D 0.02% 0.01% 0.01%
FSLR F 0.06% 0.04% 0.04%
FTV C 0.08% 0.05% 0.05%
GEN B 0.05% 0.03% 0.03%
GILD C 0.35% 0.23% 0.23%
GIS D 0.11% 0.07% 0.07%
GL B 0.03% 0.02% 0.02%
GOOGL C 5.91% 2.04% 2.04%
HBAN A 0.08% 0.05% 0.05%
HD A 1.22% 0.8% 0.8%
HIG B 0.1% 0.07% 0.07%
HLT A 0.18% 0.12% 0.12%
HOLX D 0.05% 0.04% 0.04%
HPE B 0.08% 0.06% 0.06%
HPQ B 0.11% 0.07% 0.07%
HSIC B 0.03% 0.02% 0.02%
HST C 0.04% 0.02% 0.02%
HSY F 0.08% 0.05% 0.05%
IBM C 0.58% 0.38% 0.38%
ICE C 0.27% 0.18% 0.18%
IDXX F 0.1% 0.07% 0.07%
IEX B 0.05% 0.03% 0.03%
IFF D 0.06% 0.05% 0.05%
INTC D 0.32% 0.21% 0.21%
INTU C 0.58% 0.39% 0.39%
IPG D 0.03% 0.02% 0.02%
IQV D 0.11% 0.07% 0.07%
IR B 0.13% 0.08% 0.08%
IT C 0.12% 0.08% 0.08%
JCI C 0.17% 0.11% 0.11%
JKHY D 0.04% 0.03% 0.03%
JNPR F 0.04% 0.02% 0.02%
JPM A 2.08% 1.37% 1.37%
K A 0.06% 0.04% 0.04%
KDP D 0.11% 0.07% 0.07%
KEY B 0.05% 0.04% 0.04%
KIM A 0.05% 0.03% 0.03%
KMB D 0.13% 0.09% 0.09%
KO D 0.74% 0.48% 0.48%
KR B 0.13% 0.08% 0.08%
LLY F 2.03% 1.23% 1.23%
LNT A 0.05% 0.03% 0.03%
LOW D 0.47% 0.31% 0.31%
LRCX F 0.29% 0.19% 0.19%
MA C 1.3% 0.85% 0.85%
MAR B 0.2% 0.13% 0.13%
MAS D 0.05% 0.03% 0.03%
MCO B 0.23% 0.15% 0.15%
MDLZ F 0.26% 0.17% 0.17%
MDT D 0.33% 0.22% 0.22%
MET A 0.15% 0.1% 0.1%
MKTX D 0.03% 0.02% 0.02%
MMC B 0.33% 0.22% 0.22%
MOS F 0.03% 0.02% 0.02%
MRK F 0.76% 0.49% 0.49%
MRNA F 0.04% 0.03% 0.03%
MSFT F 9.49% 6.31% 6.31%
MSI B 0.25% 0.16% 0.16%
MU D 0.33% 0.22% 0.22%
NDAQ A 0.1% 0.06% 0.06%
NEE D 0.47% 0.31% 0.31%
NFLX A 1.08% 0.71% 0.71%
NOW A 0.65% 0.42% 0.42%
NRG B 0.06% 0.04% 0.04%
NTAP C 0.07% 0.05% 0.05%
NTRS A 0.06% 0.04% 0.04%
NVDA C 10.49% 7.18% 7.18%
O D 0.15% 0.1% 0.1%
OMC C 0.06% 0.04% 0.04%
ON D 0.09% 0.06% 0.06%
OTIS C 0.12% 0.08% 0.08%
PANW C 0.38% 0.25% 0.25%
PARA C 0.02% 0.01% 0.01%
PAYC B 0.03% 0.02% 0.02%
PEG A 0.13% 0.09% 0.09%
PEP F 0.69% 0.45% 0.45%
PFE D 0.45% 0.29% 0.29%
PFG D 0.06% 0.04% 0.04%
PH A 0.27% 0.18% 0.18%
PODD C 0.06% 0.04% 0.04%
POOL C 0.04% 0.03% 0.03%
PRU A 0.14% 0.09% 0.09%
PWR A 0.14% 0.09% 0.09%
PYPL B 0.27% 0.17% 0.17%
QCOM F 0.55% 0.36% 0.36%
REGN F 0.25% 0.16% 0.16%
RF A 0.07% 0.05% 0.05%
RJF A 0.09% 0.06% 0.06%
ROK B 0.1% 0.06% 0.06%
RSG A 0.13% 0.08% 0.08%
SBUX A 0.33% 0.22% 0.22%
SCHW B 0.36% 0.24% 0.24%
SJM D 0.03% 0.02% 0.02%
SPG B 0.17% 0.11% 0.11%
SPGI C 0.48% 0.32% 0.32%
SRE A 0.17% 0.11% 0.11%
STE F 0.07% 0.04% 0.04%
STX D 0.06% 0.04% 0.04%
SWK D 0.04% 0.03% 0.03%
SYF B 0.08% 0.05% 0.05%
SYK C 0.42% 0.26% 0.26%
SYY B 0.11% 0.07% 0.07%
T A 0.48% 0.32% 0.32%
TER D 0.05% 0.03% 0.03%
TFC A 0.19% 0.12% 0.12%
TGT F 0.21% 0.14% 0.14%
TJX A 0.41% 0.27% 0.27%
TMO F 0.62% 0.41% 0.41%
TMUS B 0.35% 0.23% 0.23%
TRMB B 0.05% 0.04% 0.04%
TRV B 0.18% 0.12% 0.12%
TSCO D 0.09% 0.06% 0.06%
TT A 0.28% 0.18% 0.18%
TYL B 0.08% 0.05% 0.05%
UNH C 1.66% 1.09% 1.09%
UNP C 0.43% 0.29% 0.29%
USB A 0.24% 0.16% 0.16%
V A 1.56% 1.02% 1.02%
VRSN F 0.05% 0.03% 0.03%
VRTX F 0.38% 0.25% 0.25%
VTR C 0.08% 0.05% 0.05%
VZ C 0.52% 0.34% 0.34%
WAB B 0.1% 0.07% 0.07%
WAT B 0.07% 0.04% 0.04%
WDC D 0.06% 0.04% 0.04%
WELL A 0.25% 0.15% 0.15%
WM A 0.27% 0.16% 0.16%
WMT A 1.11% 0.73% 0.73%
WST C 0.07% 0.05% 0.05%
WY D 0.07% 0.05% 0.05%
XEL A 0.12% 0.08% 0.08%
XYL D 0.09% 0.06% 0.06%
YUM B 0.12% 0.08% 0.08%
ZBRA B 0.06% 0.04% 0.04%
ZTS D 0.24% 0.16% 0.16%
CDEI Overweight 139 Positions Relative to PTLC
Symbol Grade Weight
TTD B 0.17%
TEAM A 0.12%
HUBS A 0.11%
ALNY D 0.1%
VEEV C 0.1%
EME C 0.07%
LPLA A 0.07%
BAH F 0.06%
RGA A 0.05%
Z A 0.05%
EQH B 0.05%
USFD A 0.05%
NTNX A 0.05%
DOCU A 0.05%
TWLO A 0.05%
BURL A 0.05%
OC A 0.05%
XPO 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%
RNR C 0.04%
ELS C 0.04%
CLH B 0.04%
PFGC B 0.04%
UNM A 0.04%
TXRH C 0.04%
AVTR F 0.04%
DT C 0.04%
EWBC A 0.04%
SOFI A 0.04%
ACM A 0.04%
CASY A 0.04%
TW A 0.04%
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%
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%
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%
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%
CDEI Underweight 269 Positions Relative to PTLC
Symbol Grade Weight
AMZN C -3.92%
META D -2.51%
TSLA B -1.72%
BRK.A B -1.7%
GOOG C -1.69%
XOM B -1.06%
COST B -0.81%
PG A -0.78%
JNJ D -0.73%
ORCL B -0.59%
CVX A -0.55%
WFC A -0.49%
LIN D -0.43%
MCD D -0.42%
PM B -0.4%
ISRG A -0.38%
GE D -0.38%
GS A -0.37%
CAT B -0.37%
TXN C -0.37%
MS A -0.33%
AMAT F -0.31%
RTX C -0.31%
UBER D -0.3%
PGR A -0.3%
HON B -0.3%
BLK C -0.29%
BX A -0.26%
COP C -0.26%
PLTR B -0.24%
LMT D -0.23%
PLD D -0.21%
CB C -0.21%
KKR A -0.2%
MO A -0.19%
SO D -0.19%
UPS C -0.19%
GEV B -0.18%
SHW A -0.18%
NKE D -0.18%
CDNS B -0.17%
SNPS B -0.17%
DUK C -0.17%
KLAC D -0.17%
MCK B -0.16%
BA F -0.16%
CMG B -0.16%
PNC B -0.16%
CTAS B -0.15%
GD F -0.15%
EOG A -0.15%
WMB A -0.14%
CSX B -0.14%
NOC D -0.14%
CEG D -0.14%
APD A -0.14%
ORLY B -0.14%
TDG D -0.14%
MMM D -0.14%
ITW B -0.14%
OKE A -0.13%
HCA F -0.13%
AJG B -0.13%
GM B -0.13%
ABNB C -0.12%
NSC B -0.12%
FTNT C -0.12%
PCAR B -0.12%
ROP B -0.12%
SLB C -0.12%
FCX D -0.12%
PSX C -0.11%
AFL B -0.11%
RCL A -0.11%
URI B -0.11%
NXPI D -0.11%
DHI D -0.1%
AEP D -0.1%
KMI A -0.1%
PSA D -0.1%
AZO C -0.1%
GWW B -0.1%
MPC D -0.1%
F C -0.09%
VLO C -0.09%
PCG A -0.09%
AME A -0.09%
KVUE A -0.09%
HWM A -0.09%
NEM D -0.09%
PAYX C -0.09%
LHX C -0.09%
D C -0.09%
ROST C -0.09%
VST B -0.09%
MSCI C -0.09%
LULU C -0.08%
GEHC F -0.08%
CHTR C -0.08%
CTVA C -0.08%
CBRE B -0.08%
MNST C -0.08%
CTSH B -0.08%
HES B -0.08%
VRSK A -0.08%
LEN D -0.08%
TRGP B -0.08%
ODFL B -0.08%
COR B -0.08%
AXON A -0.08%
ED D -0.07%
IRM D -0.07%
OXY D -0.07%
HUM C -0.07%
FANG D -0.07%
RMD C -0.07%
EXR D -0.07%
DD D -0.07%
MCHP D -0.07%
NUE C -0.07%
MTB A -0.07%
MLM B -0.07%
GLW B -0.07%
VMC B -0.07%
STZ D -0.07%
NVR D -0.06%
KHC F -0.06%
STT A -0.06%
MPWR F -0.06%
PPG F -0.06%
TTWO A -0.06%
CAH B -0.06%
GPN B -0.06%
DXCM D -0.06%
UAL A -0.06%
WEC A -0.06%
ETR B -0.06%
DOW F -0.06%
EIX B -0.06%
WTW B -0.06%
GRMN B -0.06%
VICI C -0.06%
AVB B -0.06%
PTC A -0.05%
TDY B -0.05%
EXPE B -0.05%
LDOS C -0.05%
SBAC D -0.05%
AEE A -0.05%
HUBB B -0.05%
CINF A -0.05%
CDW F -0.05%
DVN F -0.05%
PPL B -0.05%
CCL B -0.05%
SW A -0.05%
EQR B -0.05%
ADM D -0.05%
VLTO D -0.05%
EQT B -0.05%
CPAY A -0.05%
BRO B -0.05%
MTD D -0.05%
GDDY A -0.05%
HAL C -0.05%
CHD B -0.05%
KEYS A -0.05%
PHM D -0.05%
TROW B -0.05%
DOV A -0.05%
PNR A -0.04%
DGX A -0.04%
J F -0.04%
MOH F -0.04%
ULTA F -0.04%
WRB A -0.04%
MAA B -0.04%
TSN B -0.04%
BALL D -0.04%
CTRA B -0.04%
MKC D -0.04%
CNP B -0.04%
FDS B -0.04%
ESS B -0.04%
SNA A -0.04%
INVH D -0.04%
LUV C -0.04%
STLD B -0.04%
IP B -0.04%
DRI B -0.04%
LH C -0.04%
LYV A -0.04%
BLDR D -0.04%
FE C -0.04%
LYB F -0.04%
PKG A -0.04%
WBD C -0.04%
ZBH C -0.04%
ATO A -0.04%
CPT B -0.03%
CHRW C -0.03%
SWKS F -0.03%
TPR B -0.03%
UDR B -0.03%
NDSN B -0.03%
ROL B -0.03%
RVTY F -0.03%
FFIV B -0.03%
JBL B -0.03%
EVRG A -0.03%
JBHT C -0.03%
VTRS A -0.03%
CF B -0.03%
L A -0.03%
DPZ C -0.03%
EG C -0.03%
AVY D -0.03%
TXT D -0.03%
MRO B -0.03%
NI A -0.03%
ARE D -0.03%
LVS C -0.03%
GPC D -0.03%
MHK D -0.02%
HII D -0.02%
IVZ B -0.02%
MTCH D -0.02%
CE F -0.02%
APA D -0.02%
HAS D -0.02%
FRT B -0.02%
RL B -0.02%
CZR F -0.02%
MGM D -0.02%
AOS F -0.02%
ENPH F -0.02%
CPB D -0.02%
HRL D -0.02%
SMCI F -0.02%
WYNN D -0.02%
TFX F -0.02%
SOLV C -0.02%
ERIE D -0.02%
CRL C -0.02%
PNW B -0.02%
LKQ D -0.02%
FOXA B -0.02%
CTLT B -0.02%
TAP C -0.02%
NWSA B -0.02%
NCLH B -0.02%
GNRC B -0.02%
BXP D -0.02%
TECH D -0.02%
AIZ A -0.02%
LW C -0.02%
UHS D -0.02%
ALB C -0.02%
EMN D -0.02%
REG B -0.02%
INCY C -0.02%
BG F -0.02%
KMX B -0.02%
NWS B -0.01%
FOX A -0.01%
BEN C -0.01%
WBA F -0.01%
QRVO F -0.01%
DVA B -0.01%
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