CDEI vs. ROBT ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)
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
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq CTA Artificial Intelligence and Robotics IndexSM (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies engaged in the artificial intelligence ("AI") and robotics segments of the technology, industrial and other economic sectors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$46.88
Average Daily Volume
50,394
Number of Holdings
*
67
* may have additional holdings in another (foreign) market
Performance
| Period | CDEI | ROBT |
|---|---|---|
| 30 Days | 1.83% | 9.33% |
| 60 Days | 4.03% | 10.05% |
| 90 Days | 4.65% | 8.27% |
| 12 Months | 24.85% | 13.55% |
27 Overlapping Holdings
| Symbol | Grade | Weight in CDEI | Weight in ROBT | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 10.52% | 0.38% | 0.38% | |
| ABBV | D | 0.91% | 0.61% | 0.61% | |
| ADBE | C | 0.71% | 0.35% | 0.35% | |
| ADSK | A | 0.2% | 0.46% | 0.2% | |
| AKAM | D | 0.04% | 0.33% | 0.04% | |
| AMD | F | 0.68% | 0.58% | 0.58% | |
| ANET | C | 0.3% | 0.43% | 0.3% | |
| ANSS | B | 0.09% | 1.74% | 0.09% | |
| APTV | D | 0.04% | 0.3% | 0.04% | |
| CRM | B | 0.94% | 0.52% | 0.52% | |
| DE | A | 0.3% | 0.39% | 0.3% | |
| DT | C | 0.04% | 1.72% | 0.04% | |
| EMR | A | 0.22% | 0.47% | 0.22% | |
| GOOGL | C | 5.91% | 0.68% | 0.68% | |
| IBM | C | 0.58% | 0.4% | 0.4% | |
| INTC | D | 0.32% | 0.43% | 0.32% | |
| MDT | D | 0.33% | 0.38% | 0.33% | |
| MSFT | F | 9.49% | 0.63% | 0.63% | |
| MU | D | 0.33% | 0.65% | 0.33% | |
| NOW | A | 0.65% | 1.99% | 0.65% | |
| NVDA | C | 10.49% | 0.76% | 0.76% | |
| PANW | C | 0.38% | 1.8% | 0.38% | |
| QCOM | F | 0.55% | 0.57% | 0.55% | |
| ROK | B | 0.1% | 0.65% | 0.1% | |
| SYK | C | 0.42% | 0.41% | 0.41% | |
| TER | D | 0.05% | 0.48% | 0.05% | |
| ZBRA | B | 0.06% | 0.72% | 0.06% |
CDEI Overweight 343 Positions Relative to ROBT
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.36% | |
| JPM | A | 2.08% | |
| LLY | F | 2.03% | |
| UNH | C | 1.66% | |
| V | A | 1.56% | |
| MA | C | 1.3% | |
| HD | A | 1.22% | |
| WMT | A | 1.11% | |
| NFLX | A | 1.08% | |
| BAC | A | 0.94% | |
| MRK | F | 0.76% | |
| KO | D | 0.74% | |
| CSCO | B | 0.7% | |
| PEP | F | 0.69% | |
| ACN | C | 0.69% | |
| TMO | F | 0.62% | |
| DIS | B | 0.6% | |
| ABT | B | 0.6% | |
| INTU | C | 0.58% | |
| 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% | |
| SPGI | C | 0.48% | |
| LOW | D | 0.47% | |
| NEE | D | 0.47% | |
| PFE | D | 0.45% | |
| ETN | A | 0.44% | |
| UNP | C | 0.43% | |
| TJX | A | 0.41% | |
| BSX | B | 0.39% | |
| C | A | 0.39% | |
| VRTX | F | 0.38% | |
| FI | A | 0.37% | |
| ADP | B | 0.37% | |
| BMY | B | 0.36% | |
| SCHW | B | 0.36% | |
| GILD | C | 0.35% | |
| TMUS | B | 0.35% | |
| MMC | B | 0.33% | |
| SBUX | A | 0.33% | |
| ADI | D | 0.32% | |
| ELV | F | 0.29% | |
| LRCX | F | 0.29% | |
| AMT | D | 0.28% | |
| TT | A | 0.28% | |
| PYPL | B | 0.27% | |
| WM | A | 0.27% | |
| PH | A | 0.27% | |
| ICE | C | 0.27% | |
| CI | F | 0.27% | |
| EQIX | A | 0.26% | |
| APH | A | 0.26% | |
| MDLZ | F | 0.26% | |
| WELL | A | 0.25% | |
| MSI | B | 0.25% | |
| REGN | F | 0.25% | |
| CRWD | B | 0.24% | |
| USB | A | 0.24% | |
| AON | A | 0.24% | |
| ZTS | D | 0.24% | |
| CME | A | 0.24% | |
| CL | D | 0.23% | |
| MCO | B | 0.23% | |
| COF | B | 0.21% | |
| CVS | D | 0.21% | |
| TGT | F | 0.21% | |
| BDX | F | 0.2% | |
| FDX | B | 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% | |
| HLT | A | 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% | |
| 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% | |
| 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% | |
| HUBS | A | 0.11% | |
| HPQ | B | 0.11% | |
| KDP | D | 0.11% | |
| GIS | D | 0.11% | |
| ACGL | D | 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% | |
| 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% | |
| 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% | |
| HSY | F | 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% | |
| BAH | F | 0.06% | |
| FSLR | F | 0.06% | |
| PFG | D | 0.06% | |
| CMS | C | 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% | |
| BURL | A | 0.05% | |
| OC | A | 0.05% | |
| DG | F | 0.05% | |
| EXPD | D | 0.05% | |
| XPO | B | 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% | |
| SWK | D | 0.04% | |
| CAG | 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% | |
| 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% | |
| 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% |
CDEI Underweight 40 Positions Relative to ROBT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.13% | |
| UPST | B | -2.59% | |
| PEGA | A | -2.07% | |
| APPN | B | -2.0% | |
| S | B | -1.91% | |
| AI | B | -1.9% | |
| PRO | C | -1.88% | |
| NICE | C | -1.86% | |
| CDNS | B | -1.85% | |
| ILMN | D | -1.81% | |
| META | D | -1.81% | |
| SNPS | B | -1.74% | |
| AVAV | D | -1.73% | |
| PATH | C | -1.71% | |
| WDAY | B | -1.71% | |
| LAZR | F | -1.67% | |
| OII | B | -1.67% | |
| GNTX | C | -1.59% | |
| AMBA | B | -1.58% | |
| DDD | C | -1.0% | |
| JBT | B | -0.84% | |
| PRLB | A | -0.8% | |
| AMZN | C | -0.75% | |
| TSM | B | -0.68% | |
| ISRG | A | -0.68% | |
| CGNX | C | -0.64% | |
| TSLA | B | -0.59% | |
| NXPI | D | -0.54% | |
| JD | D | -0.51% | |
| KLAC | D | -0.49% | |
| GXO | B | -0.46% | |
| KTOS | B | -0.46% | |
| NIO | F | -0.44% | |
| BABA | D | -0.42% | |
| OMCL | C | -0.41% | |
| PTC | A | -0.41% | |
| NOC | D | -0.38% | |
| BIDU | F | -0.38% | |
| SONY | B | -0.36% | |
| JNJ | D | -0.35% |
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
ROBT: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Diversified Industrials
Software - Infrastructure
Auto Parts
Internet Content & Information
Semiconductor Equipment & Materials
Specialty Retail
Aerospace & Defense
Auto Manufacturers
Computer Systems
Consumer Electronics
Drug Manufacturers - Major
Information Technology Services
Medical Devices
Credit Services
Diagnostics & Research
Farm & Construction Equipment
Health Information Services
Medical Instruments & Supplies
Keywords:
S&P 500
Nasdaq 100
Computing
Software
Artificial Intelligence
Semiconductor
Cloud Computing
Dow Jones Component
Integrated Circuits
Information Technology Management
Mobile Devices
Operating System
Work From Home
Business Process Management
Software As A Service
Web Application
Aerospace
Automation
CRM
Cloud Infrastructure
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