CDEI vs. SHE ETF Comparison
Comparison of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) to SPDR SSGA Gender Diversity Index ETF (SHE)
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
SHE
SPDR SSGA Gender Diversity Index ETF
SHE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.Grade (RS Rating)
Last Trade
$117.68
Average Daily Volume
3,465
Number of Holdings
*
239
* may have additional holdings in another (foreign) market
Performance
| Period | CDEI | SHE |
|---|---|---|
| 30 Days | 0.02% | 0.28% |
| 60 Days | 3.27% | 4.32% |
| 90 Days | 4.10% | 5.65% |
| 12 Months | 24.38% | 31.77% |
124 Overlapping Holdings
| Symbol | Grade | Weight in CDEI | Weight in SHE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 10.52% | 4.14% | 4.14% | |
| ABT | A | 0.6% | 0.73% | 0.6% | |
| ACM | B | 0.04% | 0.05% | 0.04% | |
| ACN | C | 0.69% | 4.39% | 0.69% | |
| ADSK | B | 0.2% | 1.25% | 0.2% | |
| AIG | C | 0.15% | 0.19% | 0.15% | |
| AKAM | F | 0.04% | 0.22% | 0.04% | |
| ALL | A | 0.16% | 0.18% | 0.16% | |
| ALNY | D | 0.1% | 0.12% | 0.1% | |
| AMCR | D | 0.04% | 0.06% | 0.04% | |
| ANSS | B | 0.09% | 0.49% | 0.09% | |
| APTV | F | 0.04% | 0.11% | 0.04% | |
| AWK | C | 0.08% | 0.12% | 0.08% | |
| AXP | B | 0.5% | 0.65% | 0.5% | |
| BAC | A | 0.94% | 1.2% | 0.94% | |
| BBWI | C | 0.02% | 0.04% | 0.02% | |
| BBY | D | 0.06% | 0.09% | 0.06% | |
| BIIB | F | 0.07% | 0.09% | 0.07% | |
| BK | B | 0.17% | 0.21% | 0.17% | |
| BKNG | A | 0.51% | 1.33% | 0.51% | |
| BKR | B | 0.13% | 0.14% | 0.13% | |
| BR | B | 0.08% | 0.1% | 0.08% | |
| BURL | A | 0.05% | 0.15% | 0.05% | |
| C | B | 0.39% | 0.51% | 0.39% | |
| CARR | D | 0.19% | 0.19% | 0.19% | |
| CI | D | 0.27% | 0.32% | 0.27% | |
| CL | D | 0.23% | 0.26% | 0.23% | |
| CLX | A | 0.06% | 0.08% | 0.06% | |
| CMI | A | 0.15% | 0.24% | 0.15% | |
| CMS | C | 0.06% | 0.06% | 0.06% | |
| CNC | F | 0.09% | 0.12% | 0.09% | |
| COF | B | 0.21% | 0.24% | 0.21% | |
| CSCO | B | 0.7% | 4.03% | 0.7% | |
| CSGP | F | 0.09% | 0.14% | 0.09% | |
| CVS | F | 0.21% | 0.25% | 0.21% | |
| DAL | A | 0.13% | 0.04% | 0.04% | |
| DAY | B | 0.04% | 0.04% | 0.04% | |
| DE | C | 0.3% | 0.32% | 0.3% | |
| DECK | A | 0.08% | 0.14% | 0.08% | |
| DG | F | 0.05% | 0.07% | 0.05% | |
| DKS | D | 0.03% | 0.08% | 0.03% | |
| DLR | A | 0.18% | 0.22% | 0.18% | |
| DTE | C | 0.07% | 0.11% | 0.07% | |
| EA | A | 0.12% | 0.12% | 0.12% | |
| EBAY | D | 0.09% | 0.14% | 0.09% | |
| ECL | D | 0.19% | 0.2% | 0.19% | |
| EL | F | 0.05% | 0.06% | 0.05% | |
| EMR | A | 0.22% | 0.25% | 0.22% | |
| EQIX | A | 0.26% | 0.25% | 0.25% | |
| ETN | B | 0.44% | 0.51% | 0.44% | |
| EXC | C | 0.12% | 0.13% | 0.12% | |
| FBIN | F | 0.03% | 0.05% | 0.03% | |
| FDX | B | 0.2% | 0.22% | 0.2% | |
| FIS | C | 0.15% | 0.17% | 0.15% | |
| FITB | B | 0.1% | 0.12% | 0.1% | |
| FTV | D | 0.08% | 0.1% | 0.08% | |
| GILD | C | 0.35% | 0.42% | 0.35% | |
| GIS | F | 0.11% | 0.13% | 0.11% | |
| HIG | B | 0.1% | 0.15% | 0.1% | |
| HLT | A | 0.18% | 0.53% | 0.18% | |
| HST | D | 0.04% | 0.06% | 0.04% | |
| HSY | F | 0.08% | 0.1% | 0.08% | |
| HUBS | B | 0.11% | 0.58% | 0.11% | |
| IDXX | F | 0.1% | 0.14% | 0.1% | |
| IFF | D | 0.06% | 0.07% | 0.06% | |
| INTC | C | 0.32% | 1.87% | 0.32% | |
| INTU | B | 0.58% | 3.56% | 0.58% | |
| IPG | F | 0.03% | 0.05% | 0.03% | |
| JCI | B | 0.17% | 0.24% | 0.17% | |
| JPM | A | 2.08% | 2.69% | 2.08% | |
| KEY | B | 0.05% | 0.07% | 0.05% | |
| KIM | A | 0.05% | 0.07% | 0.05% | |
| KO | D | 0.74% | 0.99% | 0.74% | |
| KR | B | 0.13% | 0.15% | 0.13% | |
| LLY | F | 2.03% | 2.32% | 2.03% | |
| LOW | C | 0.47% | 0.96% | 0.47% | |
| LPLA | A | 0.07% | 0.08% | 0.07% | |
| MAR | B | 0.2% | 0.65% | 0.2% | |
| MCO | D | 0.23% | 0.33% | 0.23% | |
| MDT | D | 0.33% | 0.41% | 0.33% | |
| MMC | D | 0.33% | 0.43% | 0.33% | |
| MRK | F | 0.76% | 0.89% | 0.76% | |
| MSFT | D | 9.49% | 4.17% | 4.17% | |
| NFLX | A | 1.08% | 1.78% | 1.08% | |
| NTRS | A | 0.06% | 0.08% | 0.06% | |
| NVDA | A | 10.49% | 4.79% | 4.79% | |
| O | C | 0.15% | 0.16% | 0.15% | |
| OC | A | 0.05% | 0.06% | 0.05% | |
| OMC | C | 0.06% | 0.07% | 0.06% | |
| PARA | D | 0.02% | 0.04% | 0.02% | |
| PEG | C | 0.13% | 0.17% | 0.13% | |
| PFG | C | 0.06% | 0.08% | 0.06% | |
| PINS | F | 0.05% | 0.06% | 0.05% | |
| PRU | B | 0.14% | 0.19% | 0.14% | |
| RF | A | 0.07% | 0.09% | 0.07% | |
| ROK | B | 0.1% | 0.11% | 0.1% | |
| SBUX | A | 0.33% | 0.94% | 0.33% | |
| SCHW | A | 0.36% | 0.47% | 0.36% | |
| SJM | D | 0.03% | 0.05% | 0.03% | |
| SPG | A | 0.17% | 0.22% | 0.17% | |
| SPGI | D | 0.48% | 0.58% | 0.48% | |
| SWK | F | 0.04% | 0.05% | 0.04% | |
| SYF | B | 0.08% | 0.09% | 0.08% | |
| T | A | 0.48% | 0.63% | 0.48% | |
| TFC | A | 0.19% | 0.24% | 0.19% | |
| TGT | B | 0.21% | 0.27% | 0.21% | |
| TJX | A | 0.41% | 1.21% | 0.41% | |
| TMUS | B | 0.35% | 0.52% | 0.35% | |
| TSCO | D | 0.09% | 0.26% | 0.09% | |
| TT | A | 0.28% | 0.34% | 0.28% | |
| TTD | B | 0.17% | 0.13% | 0.13% | |
| TWLO | A | 0.05% | 0.28% | 0.05% | |
| TYL | B | 0.08% | 0.44% | 0.08% | |
| UNH | C | 1.66% | 1.75% | 1.66% | |
| V | A | 1.56% | 1.62% | 1.56% | |
| VRTX | D | 0.38% | 0.45% | 0.38% | |
| VTR | B | 0.08% | 0.12% | 0.08% | |
| VZ | C | 0.52% | 0.77% | 0.52% | |
| WAB | B | 0.1% | 0.11% | 0.1% | |
| WY | D | 0.07% | 0.07% | 0.07% | |
| XEL | A | 0.12% | 0.12% | 0.12% | |
| XYL | D | 0.09% | 0.11% | 0.09% | |
| Z | A | 0.05% | 0.04% | 0.04% | |
| ZTS | D | 0.24% | 0.31% | 0.24% |
CDEI Overweight 246 Positions Relative to SHE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | 5.91% | |
| AVGO | C | 2.36% | |
| MA | B | 1.3% | |
| HD | A | 1.22% | |
| WMT | A | 1.11% | |
| CRM | B | 0.94% | |
| ABBV | F | 0.91% | |
| ADBE | D | 0.71% | |
| PEP | F | 0.69% | |
| AMD | F | 0.68% | |
| NOW | B | 0.65% | |
| TMO | F | 0.62% | |
| DIS | B | 0.6% | |
| IBM | C | 0.58% | |
| QCOM | F | 0.55% | |
| CMCSA | B | 0.51% | |
| DHR | D | 0.48% | |
| AMGN | D | 0.48% | |
| NEE | C | 0.47% | |
| PFE | F | 0.45% | |
| UNP | D | 0.43% | |
| SYK | A | 0.42% | |
| BSX | A | 0.39% | |
| PANW | B | 0.38% | |
| FI | A | 0.37% | |
| ADP | B | 0.37% | |
| BMY | A | 0.36% | |
| MU | D | 0.33% | |
| ADI | D | 0.32% | |
| ANET | C | 0.3% | |
| ELV | F | 0.29% | |
| LRCX | F | 0.29% | |
| AMT | D | 0.28% | |
| PYPL | B | 0.27% | |
| WM | B | 0.27% | |
| PH | B | 0.27% | |
| ICE | C | 0.27% | |
| APH | B | 0.26% | |
| MDLZ | F | 0.26% | |
| WELL | A | 0.25% | |
| MSI | B | 0.25% | |
| REGN | F | 0.25% | |
| CRWD | B | 0.24% | |
| USB | B | 0.24% | |
| AON | B | 0.24% | |
| CME | A | 0.24% | |
| BDX | F | 0.2% | |
| TRV | A | 0.18% | |
| AMP | A | 0.17% | |
| FICO | B | 0.17% | |
| SRE | A | 0.17% | |
| MET | A | 0.15% | |
| CPRT | B | 0.15% | |
| CCI | C | 0.14% | |
| FAST | B | 0.14% | |
| PWR | A | 0.14% | |
| IR | B | 0.13% | |
| RSG | A | 0.13% | |
| DFS | B | 0.13% | |
| KMB | C | 0.13% | |
| DELL | B | 0.12% | |
| YUM | D | 0.12% | |
| EW | C | 0.12% | |
| TEAM | A | 0.12% | |
| OTIS | C | 0.12% | |
| IT | C | 0.12% | |
| HPQ | B | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| IQV | F | 0.11% | |
| SYY | D | 0.11% | |
| A | F | 0.11% | |
| NDAQ | A | 0.1% | |
| EFX | F | 0.1% | |
| VEEV | C | 0.1% | |
| ON | F | 0.09% | |
| RJF | A | 0.09% | |
| HBAN | B | 0.08% | |
| HPE | B | 0.08% | |
| STE | D | 0.07% | |
| ES | C | 0.07% | |
| EME | A | 0.07% | |
| WAT | C | 0.07% | |
| NTAP | C | 0.07% | |
| WST | D | 0.07% | |
| PODD | B | 0.06% | |
| NRG | B | 0.06% | |
| BAH | D | 0.06% | |
| FSLR | F | 0.06% | |
| ZBRA | B | 0.06% | |
| STX | D | 0.06% | |
| CFG | B | 0.06% | |
| CBOE | C | 0.06% | |
| K | B | 0.06% | |
| WDC | F | 0.06% | |
| RGA | B | 0.05% | |
| EQH | B | 0.05% | |
| LNT | A | 0.05% | |
| ALGN | D | 0.05% | |
| VRSN | F | 0.05% | |
| USFD | A | 0.05% | |
| BAX | F | 0.05% | |
| NTNX | B | 0.05% | |
| DOCU | B | 0.05% | |
| GEN | B | 0.05% | |
| EXPD | D | 0.05% | |
| XPO | B | 0.05% | |
| TER | F | 0.05% | |
| TRMB | B | 0.05% | |
| MAS | D | 0.05% | |
| IEX | B | 0.05% | |
| HOLX | D | 0.05% | |
| WSO | A | 0.05% | |
| SCI | A | 0.04% | |
| JEF | A | 0.04% | |
| NVT | C | 0.04% | |
| ALLE | D | 0.04% | |
| ITT | A | 0.04% | |
| JLL | D | 0.04% | |
| JKHY | D | 0.04% | |
| JNPR | D | 0.04% | |
| RNR | C | 0.04% | |
| ELS | B | 0.04% | |
| CLH | C | 0.04% | |
| PFGC | B | 0.04% | |
| CAG | F | 0.04% | |
| UNM | A | 0.04% | |
| TXRH | B | 0.04% | |
| POOL | D | 0.04% | |
| MRNA | F | 0.04% | |
| EPAM | C | 0.04% | |
| AVTR | F | 0.04% | |
| DT | C | 0.04% | |
| DLTR | F | 0.04% | |
| EWBC | A | 0.04% | |
| SOFI | A | 0.04% | |
| CASY | A | 0.04% | |
| TW | A | 0.04% | |
| DOC | D | 0.04% | |
| HSIC | C | 0.03% | |
| 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% | |
| GL | C | 0.03% | |
| RPRX | F | 0.03% | |
| PRI | A | 0.03% | |
| CIEN | B | 0.03% | |
| AES | F | 0.03% | |
| MKTX | D | 0.03% | |
| OHI | B | 0.03% | |
| AFG | A | 0.03% | |
| AIT | B | 0.03% | |
| CUBE | C | 0.03% | |
| CCK | D | 0.03% | |
| TTEK | F | 0.03% | |
| BLD | F | 0.03% | |
| PAYC | B | 0.03% | |
| LECO | C | 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% | |
| EXLS | B | 0.02% | |
| MIDD | D | 0.02% | |
| GTLS | A | 0.02% | |
| BIO | C | 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 115 Positions Relative to SHE
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | C | -4.59% | |
| PG | C | -1.5% | |
| XOM | B | -1.46% | |
| JNJ | D | -1.41% | |
| COST | A | -1.13% | |
| FTNT | B | -1.08% | |
| CVX | A | -0.98% | |
| WFC | A | -0.97% | |
| CAT | C | -0.94% | |
| LIN | D | -0.89% | |
| PGR | B | -0.67% | |
| CMG | C | -0.63% | |
| GE | D | -0.58% | |
| UBER | F | -0.57% | |
| HON | B | -0.52% | |
| RTX | D | -0.5% | |
| GDDY | A | -0.47% | |
| CDW | F | -0.44% | |
| NKE | F | -0.42% | |
| ROST | D | -0.41% | |
| ABNB | D | -0.36% | |
| LULU | C | -0.33% | |
| PNC | B | -0.32% | |
| NOC | D | -0.31% | |
| MCK | A | -0.31% | |
| RCL | A | -0.31% | |
| FLUT | A | -0.31% | |
| ITW | B | -0.29% | |
| DUK | C | -0.27% | |
| BA | D | -0.26% | |
| MMM | D | -0.25% | |
| D | C | -0.23% | |
| DHI | D | -0.22% | |
| EOG | A | -0.21% | |
| WCN | A | -0.21% | |
| VST | A | -0.2% | |
| NEM | D | -0.2% | |
| PSA | C | -0.19% | |
| CHTR | B | -0.18% | |
| NSC | B | -0.18% | |
| GWW | B | -0.17% | |
| LNG | A | -0.17% | |
| SQ | A | -0.17% | |
| AEP | C | -0.16% | |
| ULTA | F | -0.16% | |
| COR | B | -0.15% | |
| PSX | C | -0.15% | |
| MTB | A | -0.14% | |
| WSM | D | -0.14% | |
| VICI | C | -0.14% | |
| OXY | F | -0.14% | |
| ED | C | -0.13% | |
| IRM | C | -0.13% | |
| WTW | B | -0.13% | |
| EIX | C | -0.13% | |
| EXR | C | -0.12% | |
| STZ | D | -0.12% | |
| VLTO | C | -0.12% | |
| AVB | B | -0.11% | |
| WEC | A | -0.11% | |
| WBD | B | -0.11% | |
| ETR | A | -0.11% | |
| FANG | D | -0.11% | |
| DOW | F | -0.11% | |
| CAH | B | -0.11% | |
| LDOS | C | -0.1% | |
| DD | D | -0.1% | |
| GPN | C | -0.1% | |
| INVH | D | -0.09% | |
| EQR | C | -0.09% | |
| HUBB | B | -0.09% | |
| TROW | B | -0.09% | |
| TTWO | A | -0.09% | |
| PPL | A | -0.09% | |
| LVS | B | -0.09% | |
| AEE | A | -0.08% | |
| CHD | A | -0.08% | |
| ADM | D | -0.08% | |
| SW | A | -0.08% | |
| ILMN | C | -0.08% | |
| CNP | A | -0.08% | |
| KMX | C | -0.07% | |
| LYB | F | -0.07% | |
| PNR | B | -0.07% | |
| J | D | -0.07% | |
| SSNC | C | -0.07% | |
| EQT | A | -0.07% | |
| MAA | A | -0.07% | |
| FDS | B | -0.07% | |
| LH | B | -0.07% | |
| UTHR | C | -0.06% | |
| TRU | D | -0.06% | |
| MGM | D | -0.06% | |
| INCY | C | -0.05% | |
| RPM | B | -0.05% | |
| TXT | D | -0.05% | |
| SNAP | D | -0.05% | |
| TSN | B | -0.05% | |
| ALB | B | -0.04% | |
| CRL | D | -0.04% | |
| RIVN | F | -0.04% | |
| HRL | D | -0.04% | |
| OVV | C | -0.04% | |
| AMH | C | -0.04% | |
| AIZ | A | -0.04% | |
| NBIX | C | -0.04% | |
| WYNN | D | -0.04% | |
| CPB | D | -0.03% | |
| WBA | F | -0.03% | |
| CE | F | -0.03% | |
| NWSA | B | -0.03% | |
| TFX | F | -0.03% | |
| LUV | B | -0.02% | |
| APA | F | -0.02% | |
| ACI | C | -0.02% |
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
SHE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Banks - Regional - US
Oil & Gas E&P
Specialty Chemicals
Specialty Retail
Biotechnology
Business Services
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
REIT - Residential
Aerospace & Defense
Apparel Stores
Banks - Global
Credit Services
Diagnostics & Research
Discount Stores
Health Care Plans
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