CDEI vs. SCHJ ETF Comparison

Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to HCM Defender 500 Index ETF (SCHJ)
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
SCHJ

HCM Defender 500 Index ETF

SCHJ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$24.42

Average Daily Volume

88,949

Number of Holdings *

436

* may have additional holdings in another (foreign) market
Performance
Period CDEI SCHJ
30 Days 1.83% -0.36%
60 Days 4.03% -0.92%
90 Days 4.65% 0.10%
12 Months 24.85% 6.61%
187 Overlapping Holdings
Symbol Grade Weight in CDEI Weight in SCHJ Overlap
A D 0.11% 0.02% 0.02%
AAPL C 10.52% 0.04% 0.04%
ABBV D 0.91% 0.03% 0.03%
ABT B 0.6% 0.02% 0.02%
ADBE C 0.71% 0.01% 0.01%
ADI D 0.32% 0.02% 0.02%
ADP B 0.37% 0.05% 0.05%
ADSK A 0.2% 0.02% 0.02%
AES F 0.03% 0.0% 0.0%
AGR B 0.01% 0.02% 0.01%
AIG B 0.15% 0.04% 0.04%
ALL A 0.16% 0.03% 0.03%
ALLE D 0.04% 0.02% 0.02%
AMCR D 0.04% 0.03% 0.03%
AMGN D 0.48% 0.01% 0.01%
AMP A 0.17% 0.02% 0.02%
AMT D 0.28% 0.01% 0.01%
AON A 0.24% 0.02% 0.02%
APH A 0.26% 0.0% 0.0%
APTV D 0.04% 0.01% 0.01%
AVGO D 2.36% 0.02% 0.02%
AWK D 0.08% 0.02% 0.02%
AXP A 0.5% 0.04% 0.04%
BAC A 0.94% 0.03% 0.03%
BAX D 0.05% 0.03% 0.03%
BC C 0.02% 0.03% 0.02%
BDX F 0.2% 0.05% 0.05%
BIIB F 0.07% 0.1% 0.07%
BK A 0.17% 0.01% 0.01%
BKNG A 0.51% 0.02% 0.02%
BMY B 0.36% 0.02% 0.02%
BR A 0.08% 0.02% 0.02%
BRX A 0.03% 0.0% 0.0%
BSX B 0.39% 0.0% 0.0%
BWA D 0.02% 0.03% 0.02%
C A 0.39% 0.03% 0.03%
CAG D 0.04% 0.01% 0.01%
CARR D 0.19% 0.1% 0.1%
CCI D 0.14% 0.01% 0.01%
CFG B 0.06% 0.02% 0.02%
CI F 0.27% 0.02% 0.02%
CL D 0.23% 0.0% 0.0%
CLX B 0.06% 0.03% 0.03%
CMA A 0.03% 0.04% 0.03%
CMCSA B 0.51% 0.01% 0.01%
CME A 0.24% 0.07% 0.07%
CMI A 0.15% 0.0% 0.0%
CMS C 0.06% 0.0% 0.0%
COF B 0.21% 0.01% 0.01%
CRM B 0.94% 0.02% 0.02%
CSCO B 0.7% 0.03% 0.03%
CUBE D 0.03% 0.0% 0.0%
CVS D 0.21% 0.01% 0.01%
DAL C 0.13% 0.02% 0.02%
DE A 0.3% 0.0% 0.0%
DELL C 0.12% 0.04% 0.04%
DFS B 0.13% 0.02% 0.02%
DG F 0.05% 0.03% 0.03%
DHR F 0.48% 0.01% 0.01%
DIS B 0.6% 0.04% 0.04%
DLR B 0.18% 0.03% 0.03%
DLTR F 0.04% 0.05% 0.04%
DOC D 0.04% 0.0% 0.0%
DTE C 0.07% 0.01% 0.01%
EA A 0.12% 0.03% 0.03%
EBAY D 0.09% 0.03% 0.03%
EFX F 0.1% 0.01% 0.01%
EL F 0.05% 0.02% 0.02%
EMR A 0.22% 0.03% 0.03%
EQH B 0.05% 0.02% 0.02%
EQIX A 0.26% 0.02% 0.02%
ES D 0.07% 0.01% 0.01%
ETN A 0.44% 0.05% 0.05%
EXC C 0.12% 0.03% 0.03%
FAF A 0.02% 0.03% 0.02%
FDX B 0.2% 0.04% 0.04%
FIS C 0.15% 0.03% 0.03%
FITB A 0.1% 0.01% 0.01%
FTV C 0.08% 0.03% 0.03%
G B 0.02% 0.02% 0.02%
GILD C 0.35% 0.07% 0.07%
GIS D 0.11% 0.01% 0.01%
GOOGL C 5.91% 0.03% 0.03%
H B 0.02% 0.02% 0.02%
HBAN A 0.08% 0.02% 0.02%
HD A 1.22% 0.01% 0.01%
HPE B 0.08% 0.03% 0.03%
HPQ B 0.11% 0.1% 0.1%
HST C 0.04% 0.02% 0.02%
HSY F 0.08% 0.01% 0.01%
IBM C 0.58% 0.03% 0.03%
ICE C 0.27% 0.02% 0.02%
IFF D 0.06% 0.03% 0.03%
INTC D 0.32% 0.02% 0.02%
INTU C 0.58% 0.02% 0.02%
JCI C 0.17% 0.03% 0.03%
JEF A 0.04% 0.04% 0.04%
JHG A 0.02% 0.03% 0.02%
JNPR F 0.04% 0.02% 0.02%
JPM A 2.08% 0.02% 0.02%
K A 0.06% 0.02% 0.02%
KDP D 0.11% 0.02% 0.02%
KEY B 0.05% 0.03% 0.03%
KIM A 0.05% 0.0% 0.0%
KMB D 0.13% 0.02% 0.02%
KO D 0.74% 0.05% 0.05%
KR B 0.13% 0.02% 0.02%
LLY F 2.03% 0.02% 0.02%
LNC B 0.02% 0.02% 0.02%
LNT A 0.05% 0.02% 0.02%
LOW D 0.47% 0.01% 0.01%
LRCX F 0.29% 0.01% 0.01%
MA C 1.3% 0.04% 0.04%
MAR B 0.2% 0.02% 0.02%
MCO B 0.23% 0.02% 0.02%
MDLZ F 0.26% 0.03% 0.03%
MDT D 0.33% 0.1% 0.1%
MET A 0.15% 0.02% 0.02%
MMC B 0.33% 0.02% 0.02%
MOS F 0.03% 0.04% 0.03%
MRK F 0.76% 0.05% 0.05%
MSFT F 9.49% 0.05% 0.05%
MSI B 0.25% 0.03% 0.03%
MU D 0.33% 0.03% 0.03%
NDAQ A 0.1% 0.02% 0.02%
NEE D 0.47% 0.0% 0.0%
NNN D 0.02% 0.02% 0.02%
NTAP C 0.07% 0.02% 0.02%
NTRS A 0.06% 0.04% 0.04%
NVDA C 10.49% 0.03% 0.03%
O D 0.15% 0.01% 0.01%
OC A 0.05% 0.02% 0.02%
OHI C 0.03% 0.01% 0.01%
OMC C 0.06% 0.02% 0.02%
ORI A 0.03% 0.03% 0.03%
OTIS C 0.12% 0.07% 0.07%
PEG A 0.13% 0.02% 0.02%
PEP F 0.69% 0.02% 0.02%
PFE D 0.45% 0.03% 0.03%
PFG D 0.06% 0.02% 0.02%
PH A 0.27% 0.04% 0.04%
PRU A 0.14% 0.01% 0.01%
PVH C 0.02% 0.03% 0.02%
PYPL B 0.27% 0.03% 0.03%
QCOM F 0.55% 0.02% 0.02%
RF A 0.07% 0.05% 0.05%
RGA A 0.05% 0.02% 0.02%
RNR C 0.04% 0.02% 0.02%
ROK B 0.1% 0.02% 0.02%
RPRX D 0.03% 0.04% 0.03%
RSG A 0.13% 0.01% 0.01%
SBUX A 0.33% 0.04% 0.04%
SCHW B 0.36% 0.01% 0.01%
SJM D 0.03% 0.05% 0.03%
SNV B 0.02% 0.02% 0.02%
SNX C 0.03% 0.03% 0.03%
SPG B 0.17% 0.02% 0.02%
SPGI C 0.48% 0.04% 0.04%
SRE A 0.17% 0.02% 0.02%
SWK D 0.04% 0.03% 0.03%
SYF B 0.08% 0.05% 0.05%
SYK C 0.42% 0.02% 0.02%
SYY B 0.11% 0.02% 0.02%
T A 0.48% 0.01% 0.01%
TFC A 0.19% 0.02% 0.02%
TGT F 0.21% 0.05% 0.05%
TJX A 0.41% 0.02% 0.02%
TMO F 0.62% 0.03% 0.03%
TMUS B 0.35% 0.06% 0.06%
TRMB B 0.05% 0.02% 0.02%
TT A 0.28% 0.03% 0.03%
UNH C 1.66% 0.01% 0.01%
UNM A 0.04% 0.02% 0.02%
UNP C 0.43% 0.0% 0.0%
USB A 0.24% 0.03% 0.03%
V A 1.56% 0.09% 0.09%
VFC C 0.02% 0.04% 0.02%
VRSN F 0.05% 0.03% 0.03%
VTR C 0.08% 0.01% 0.01%
VZ C 0.52% 0.02% 0.02%
WAB B 0.1% 0.02% 0.02%
WELL A 0.25% 0.0% 0.0%
WHR B 0.02% 0.0% 0.0%
WM A 0.27% 0.02% 0.02%
WMT A 1.11% 0.03% 0.03%
XEL A 0.12% 0.02% 0.02%
ZTS D 0.24% 0.02% 0.02%
CDEI Overweight 183 Positions Relative to SCHJ
Symbol Grade Weight
NFLX A 1.08%
ACN C 0.69%
AMD F 0.68%
NOW A 0.65%
VRTX F 0.38%
PANW C 0.38%
FI A 0.37%
ANET C 0.3%
ELV F 0.29%
REGN F 0.25%
CRWD B 0.24%
ECL D 0.19%
TRV B 0.18%
HLT A 0.18%
FICO B 0.17%
TTD B 0.17%
CPRT A 0.15%
FAST B 0.14%
PWR A 0.14%
IR B 0.13%
BKR B 0.13%
YUM B 0.12%
EW C 0.12%
TEAM A 0.12%
IT C 0.12%
HUBS A 0.11%
ACGL D 0.11%
IQV D 0.11%
ALNY D 0.1%
VEEV C 0.1%
HIG B 0.1%
IDXX F 0.1%
ON D 0.09%
XYL D 0.09%
TSCO D 0.09%
RJF A 0.09%
ANSS B 0.09%
CSGP D 0.09%
CNC D 0.09%
TYL B 0.08%
DECK A 0.08%
STE F 0.07%
WY D 0.07%
EME C 0.07%
WAT B 0.07%
LPLA A 0.07%
WST C 0.07%
PODD C 0.06%
BBY D 0.06%
NRG B 0.06%
BAH F 0.06%
FSLR F 0.06%
ZBRA B 0.06%
STX D 0.06%
CBOE B 0.06%
WDC D 0.06%
Z A 0.05%
ALGN D 0.05%
USFD A 0.05%
NTNX A 0.05%
DOCU A 0.05%
GEN B 0.05%
TWLO A 0.05%
BURL A 0.05%
EXPD D 0.05%
XPO B 0.05%
TER D 0.05%
MAS D 0.05%
PINS D 0.05%
IEX B 0.05%
HOLX D 0.05%
WSO A 0.05%
DAY B 0.04%
SCI B 0.04%
NVT B 0.04%
ITT A 0.04%
JLL D 0.04%
JKHY D 0.04%
ELS C 0.04%
CLH B 0.04%
PFGC B 0.04%
AKAM D 0.04%
TXRH C 0.04%
POOL C 0.04%
MRNA F 0.04%
EPAM 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%
HSIC B 0.03%
CFR B 0.03%
TTC D 0.03%
MEDP D 0.03%
GPK C 0.03%
BILL A 0.03%
WTFC A 0.03%
ZION B 0.03%
PEN B 0.03%
AAON B 0.03%
PCTY B 0.03%
MORN B 0.03%
REXR F 0.03%
TPX B 0.03%
FBIN D 0.03%
GL B 0.03%
PRI A 0.03%
CIEN B 0.03%
MKTX D 0.03%
AFG A 0.03%
AIT A 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%
RDN C 0.02%
INSP D 0.02%
GATX A 0.02%
ITRI B 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%
CROX D 0.02%
SUM B 0.02%
BPMC C 0.02%
COOP B 0.02%
IDA A 0.02%
LYFT C 0.02%
MTG C 0.02%
SAIC F 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%
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%
RHI B 0.02%
TREX C 0.02%
MKSI C 0.02%
SKX D 0.02%
HQY B 0.02%
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 249 Positions Relative to SCHJ
Symbol Grade Weight
COP C -0.09%
BABA D -0.09%
DD D -0.09%
TAP C -0.08%
KLAC D -0.07%
BLK C -0.07%
STLA F -0.07%
NI A -0.06%
WBA F -0.06%
ORCL B -0.06%
CHTR C -0.06%
MCHP D -0.05%
EMN D -0.05%
SF B -0.05%
HRL D -0.05%
ATO A -0.05%
VRSK A -0.05%
BERY B -0.05%
GS A -0.05%
ITW B -0.04%
UHS D -0.04%
DXC B -0.04%
AMAT F -0.04%
BHP F -0.04%
PPL B -0.04%
MLM B -0.04%
WLK D -0.04%
JBHT C -0.04%
DOW F -0.04%
HON B -0.04%
FOXA B -0.04%
GSK F -0.04%
NOC D -0.04%
LUV C -0.04%
HCA F -0.04%
AMZN C -0.04%
TPR B -0.03%
KEYS A -0.03%
VMC B -0.03%
HP B -0.03%
THG A -0.03%
PHM D -0.03%
SWKS F -0.03%
EQR B -0.03%
KMPR B -0.03%
HAS D -0.03%
MAIN A -0.03%
TEL B -0.03%
RL B -0.03%
GP F -0.03%
TME D -0.03%
GWW B -0.03%
FTNT C -0.03%
LII A -0.03%
JBL B -0.03%
ED D -0.03%
AN C -0.03%
LDOS C -0.03%
MHK D -0.03%
WB D -0.03%
CE F -0.03%
FRT B -0.03%
OPI F -0.03%
JD D -0.03%
AWH F -0.03%
IP B -0.03%
VNT B -0.03%
BKU A -0.03%
CNO A -0.03%
LHX C -0.03%
MKC D -0.03%
DGX A -0.03%
FANG D -0.03%
EVRG A -0.03%
AVT C -0.03%
ALLY C -0.03%
HAL C -0.03%
MPC D -0.03%
VLO C -0.03%
WMB A -0.03%
LVS C -0.03%
EPD A -0.03%
ARCC A -0.03%
BIDU F -0.03%
GE D -0.03%
XOM B -0.03%
HSBC B -0.03%
MS A -0.03%
TSLX C -0.02%
TCPC C -0.02%
FNB A -0.02%
VLY B -0.02%
WAL B -0.02%
AIZ A -0.02%
APD A -0.02%
DOV A -0.02%
LEG F -0.02%
KSS F -0.02%
SBRA C -0.02%
OCSL F -0.02%
GXO B -0.02%
HTGC D -0.02%
NEU C -0.02%
BCSF C -0.02%
CTVA C -0.02%
PSEC D -0.02%
AGO B -0.02%
HES B -0.02%
ADM D -0.02%
KRC C -0.02%
TKR D -0.02%
RS B -0.02%
PNW B -0.02%
ILMN D -0.02%
HRB D -0.02%
RPM A -0.02%
GBDC C -0.02%
FHN A -0.02%
CF B -0.02%
STLD B -0.02%
HOG D -0.02%
PKG A -0.02%
HUBB B -0.02%
LAZ B -0.02%
GSBD F -0.02%
TDY B -0.02%
BKH A -0.02%
VOYA B -0.02%
SLG B -0.02%
NUE C -0.02%
WPC D -0.02%
MRVL B -0.02%
BG F -0.02%
L A -0.02%
SHW A -0.02%
HII D -0.02%
LYB F -0.02%
ARE D -0.02%
DHI D -0.02%
CNP B -0.02%
CNA B -0.02%
UAL A -0.02%
WEC A -0.02%
R B -0.02%
DVN F -0.02%
CAH B -0.02%
MMM D -0.02%
SITC D -0.02%
ORLY B -0.02%
LEN D -0.02%
EXPE B -0.02%
D C -0.02%
LH C -0.02%
ROST C -0.02%
PM B -0.02%
ETR B -0.02%
CNH C -0.02%
NXPI D -0.02%
GLPI C -0.02%
STZ D -0.02%
MO A -0.02%
GPN B -0.02%
CAT B -0.02%
CM A -0.02%
TSN B -0.02%
DUK C -0.02%
AL B -0.02%
UPS C -0.02%
SLB C -0.02%
GD F -0.02%
RTX C -0.02%
VOD F -0.02%
PG A -0.02%
PNC B -0.02%
EOG A -0.02%
BXP D -0.02%
AER B -0.02%
BNS A -0.02%
DB D -0.02%
CB C -0.02%
PCG A -0.02%
LMT D -0.02%
JNJ D -0.02%
RY A -0.02%
MUFG B -0.02%
CVX A -0.02%
NWG C -0.02%
WFC A -0.02%
CHD B -0.01%
NEM D -0.01%
BEN C -0.01%
VNO B -0.01%
FE C -0.01%
BRO B -0.01%
ALB C -0.01%
PDM D -0.01%
ARW D -0.01%
CSL C -0.01%
OGE B -0.01%
MAA B -0.01%
CSX B -0.01%
ROP B -0.01%
AEP D -0.01%
AFL B -0.01%
CP D -0.01%
NKE D -0.01%
WEST C -0.01%
MTB A -0.01%
PSA D -0.01%
AVB B -0.01%
CPB D -0.01%
PPG F -0.01%
AMG B -0.01%
OGS A -0.01%
PAA B -0.01%
HUM C -0.01%
MCK B -0.01%
KMI A -0.01%
NFG A -0.01%
STT A -0.01%
PSX C -0.01%
BMO A -0.01%
TD F -0.01%
AZN D -0.01%
MCD D -0.01%
GM B -0.01%
ZBH C -0.01%
BA F -0.01%
FCNCA A -0.0%
CTRA B -0.0%
COST B -0.0%
AEE A -0.0%
SCCO F -0.0%
PCAR B -0.0%
FLEX A -0.0%
AZO C -0.0%
ESS B -0.0%
BDN C -0.0%
NSC B -0.0%
WU D -0.0%
IVZ B -0.0%
TXT D -0.0%
TXN C -0.0%
LIN D -0.0%
OKE A -0.0%
EIX B -0.0%
FSK A -0.0%
MPLX A -0.0%
SO D -0.0%
Compare ETFs