LRGE vs. CDEI ETF Comparison
Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.
Grade (RS Rating)
Last Trade
$76.88
Average Daily Volume
11,294
Number of Holdings
*
39
* may have additional holdings in another (foreign) market
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
$73.08
Average Daily Volume
681
Number of Holdings
*
370
* may have additional holdings in another (foreign) market
Performance
| Period | LRGE | CDEI |
|---|---|---|
| 30 Days | 3.57% | 2.87% |
| 60 Days | 5.63% | 4.56% |
| 90 Days | 8.01% | 6.43% |
| 12 Months | 35.12% | 26.20% |
26 Overlapping Holdings
| Symbol | Grade | Weight in LRGE | Weight in CDEI | Overlap | |
|---|---|---|---|---|---|
| AAPL | A | 4.93% | 10.52% | 4.93% | |
| ACN | B | 1.48% | 0.69% | 0.69% | |
| ADBE | C | 1.62% | 0.71% | 0.71% | |
| CRM | B | 2.47% | 0.94% | 0.94% | |
| EQIX | A | 1.8% | 0.26% | 0.26% | |
| ETN | A | 2.11% | 0.44% | 0.44% | |
| GOOGL | C | 1.68% | 5.91% | 1.68% | |
| ICE | D | 0.93% | 0.27% | 0.27% | |
| INTU | C | 1.84% | 0.58% | 0.58% | |
| LLY | D | 1.5% | 2.03% | 1.5% | |
| MMC | A | 1.49% | 0.33% | 0.33% | |
| MSFT | C | 6.84% | 9.49% | 6.84% | |
| NEE | D | 0.58% | 0.47% | 0.47% | |
| NFLX | B | 4.07% | 1.08% | 1.08% | |
| NVDA | C | 10.46% | 10.49% | 10.46% | |
| PANW | B | 2.72% | 0.38% | 0.38% | |
| PYPL | B | 1.99% | 0.27% | 0.27% | |
| SBUX | B | 0.57% | 0.33% | 0.33% | |
| SPGI | B | 1.71% | 0.48% | 0.48% | |
| SYK | B | 1.45% | 0.42% | 0.42% | |
| TGT | F | 1.12% | 0.21% | 0.21% | |
| TMO | F | 1.83% | 0.62% | 0.62% | |
| UNH | B | 2.8% | 1.66% | 1.66% | |
| UNP | C | 1.48% | 0.43% | 0.43% | |
| V | A | 4.94% | 1.56% | 1.56% | |
| ZTS | F | 1.4% | 0.24% | 0.24% |
LRGE Underweight 344 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -2.36% | |
| JPM | B | -2.08% | |
| MA | A | -1.3% | |
| HD | B | -1.22% | |
| WMT | A | -1.11% | |
| BAC | A | -0.94% | |
| ABBV | D | -0.91% | |
| MRK | D | -0.76% | |
| KO | D | -0.74% | |
| CSCO | A | -0.7% | |
| PEP | F | -0.69% | |
| AMD | F | -0.68% | |
| NOW | A | -0.65% | |
| DIS | B | -0.6% | |
| ABT | B | -0.6% | |
| IBM | C | -0.58% | |
| QCOM | F | -0.55% | |
| VZ | B | -0.52% | |
| CMCSA | C | -0.51% | |
| BKNG | A | -0.51% | |
| AXP | A | -0.5% | |
| DHR | D | -0.48% | |
| AMGN | F | -0.48% | |
| T | A | -0.48% | |
| LOW | C | -0.47% | |
| PFE | D | -0.45% | |
| TJX | A | -0.41% | |
| BSX | B | -0.39% | |
| C | B | -0.39% | |
| VRTX | D | -0.38% | |
| FI | A | -0.37% | |
| ADP | A | -0.37% | |
| BMY | B | -0.36% | |
| SCHW | A | -0.36% | |
| GILD | B | -0.35% | |
| TMUS | A | -0.35% | |
| MU | D | -0.33% | |
| MDT | D | -0.33% | |
| ADI | D | -0.32% | |
| INTC | D | -0.32% | |
| ANET | C | -0.3% | |
| DE | B | -0.3% | |
| ELV | F | -0.29% | |
| LRCX | D | -0.29% | |
| AMT | D | -0.28% | |
| TT | A | -0.28% | |
| WM | A | -0.27% | |
| PH | A | -0.27% | |
| CI | D | -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 | A | -0.24% | |
| AON | A | -0.24% | |
| CME | A | -0.24% | |
| CL | D | -0.23% | |
| MCO | A | -0.23% | |
| EMR | A | -0.22% | |
| COF | B | -0.21% | |
| CVS | D | -0.21% | |
| BDX | F | -0.2% | |
| FDX | B | -0.2% | |
| ADSK | B | -0.2% | |
| MAR | A | -0.2% | |
| TFC | B | -0.19% | |
| ECL | D | -0.19% | |
| CARR | D | -0.19% | |
| DLR | A | -0.18% | |
| TRV | B | -0.18% | |
| HLT | A | -0.18% | |
| AMP | A | -0.17% | |
| FICO | A | -0.17% | |
| TTD | B | -0.17% | |
| JCI | C | -0.17% | |
| BK | A | -0.17% | |
| SRE | B | -0.17% | |
| SPG | A | -0.17% | |
| ALL | A | -0.16% | |
| FIS | D | -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 | A | -0.14% | |
| PWR | A | -0.14% | |
| IR | A | -0.13% | |
| DAL | B | -0.13% | |
| KR | A | -0.13% | |
| BKR | C | -0.13% | |
| RSG | A | -0.13% | |
| PEG | A | -0.13% | |
| DFS | B | -0.13% | |
| KMB | C | -0.13% | |
| DELL | C | -0.12% | |
| EXC | C | -0.12% | |
| XEL | A | -0.12% | |
| YUM | B | -0.12% | |
| EW | C | -0.12% | |
| EA | B | -0.12% | |
| TEAM | B | -0.12% | |
| OTIS | C | -0.12% | |
| IT | C | -0.12% | |
| HUBS | B | -0.11% | |
| HPQ | B | -0.11% | |
| KDP | D | -0.11% | |
| GIS | D | -0.11% | |
| ACGL | D | -0.11% | |
| IQV | D | -0.11% | |
| SYY | C | -0.11% | |
| A | D | -0.11% | |
| FITB | B | -0.1% | |
| NDAQ | A | -0.1% | |
| EFX | D | -0.1% | |
| ALNY | D | -0.1% | |
| ROK | B | -0.1% | |
| VEEV | B | -0.1% | |
| HIG | A | -0.1% | |
| IDXX | F | -0.1% | |
| WAB | A | -0.1% | |
| ON | D | -0.09% | |
| XYL | D | -0.09% | |
| TSCO | D | -0.09% | |
| RJF | A | -0.09% | |
| ANSS | B | -0.09% | |
| CSGP | C | -0.09% | |
| EBAY | C | -0.09% | |
| CNC | F | -0.09% | |
| HBAN | B | -0.08% | |
| AWK | D | -0.08% | |
| SYF | A | -0.08% | |
| VTR | C | -0.08% | |
| HSY | F | -0.08% | |
| FTV | B | -0.08% | |
| BR | A | -0.08% | |
| TYL | A | -0.08% | |
| DECK | B | -0.08% | |
| HPE | B | -0.08% | |
| STE | F | -0.07% | |
| ES | D | -0.07% | |
| WY | D | -0.07% | |
| EME | B | -0.07% | |
| WAT | A | -0.07% | |
| LPLA | A | -0.07% | |
| BIIB | F | -0.07% | |
| RF | B | -0.07% | |
| NTAP | B | -0.07% | |
| WST | C | -0.07% | |
| DTE | C | -0.07% | |
| PODD | B | -0.06% | |
| BBY | D | -0.06% | |
| NRG | B | -0.06% | |
| BAH | F | -0.06% | |
| FSLR | F | -0.06% | |
| PFG | C | -0.06% | |
| CMS | B | -0.06% | |
| ZBRA | A | -0.06% | |
| OMC | C | -0.06% | |
| CLX | C | -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 | C | -0.06% | |
| RGA | A | -0.05% | |
| EL | F | -0.05% | |
| Z | B | -0.05% | |
| EQH | B | -0.05% | |
| LNT | A | -0.05% | |
| ALGN | D | -0.05% | |
| VRSN | C | -0.05% | |
| USFD | A | -0.05% | |
| BAX | F | -0.05% | |
| NTNX | B | -0.05% | |
| DOCU | B | -0.05% | |
| KIM | A | -0.05% | |
| GEN | A | -0.05% | |
| TWLO | B | -0.05% | |
| BURL | B | -0.05% | |
| OC | B | -0.05% | |
| DG | F | -0.05% | |
| EXPD | D | -0.05% | |
| XPO | B | -0.05% | |
| TER | D | -0.05% | |
| TRMB | B | -0.05% | |
| MAS | D | -0.05% | |
| PINS | D | -0.05% | |
| IEX | B | -0.05% | |
| HOLX | D | -0.05% | |
| WSO | B | -0.05% | |
| KEY | B | -0.05% | |
| DAY | B | -0.04% | |
| SCI | A | -0.04% | |
| JEF | A | -0.04% | |
| HST | C | -0.04% | |
| NVT | B | -0.04% | |
| ALLE | D | -0.04% | |
| ITT | B | -0.04% | |
| JLL | B | -0.04% | |
| JKHY | D | -0.04% | |
| JNPR | F | -0.04% | |
| RNR | C | -0.04% | |
| ELS | B | -0.04% | |
| CLH | B | -0.04% | |
| PFGC | B | -0.04% | |
| AKAM | D | -0.04% | |
| SWK | D | -0.04% | |
| CAG | D | -0.04% | |
| UNM | A | -0.04% | |
| TXRH | A | -0.04% | |
| POOL | C | -0.04% | |
| MRNA | F | -0.04% | |
| EPAM | C | -0.04% | |
| AVTR | D | -0.04% | |
| DT | C | -0.04% | |
| DLTR | D | -0.04% | |
| EWBC | B | -0.04% | |
| SOFI | B | -0.04% | |
| APTV | F | -0.04% | |
| ACM | A | -0.04% | |
| AMCR | D | -0.04% | |
| CASY | B | -0.04% | |
| TW | A | -0.04% | |
| DOC | C | -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 | B | -0.03% | |
| WTFC | B | -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 | A | -0.03% | |
| REXR | F | -0.03% | |
| CMA | A | -0.03% | |
| TPX | B | -0.03% | |
| FBIN | D | -0.03% | |
| GL | C | -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 | D | -0.03% | |
| TTEK | D | -0.03% | |
| IPG | C | -0.03% | |
| DKS | C | -0.03% | |
| BLD | D | -0.03% | |
| PAYC | A | -0.03% | |
| LECO | C | -0.03% | |
| SJM | C | -0.03% | |
| RDN | B | -0.02% | |
| INSP | D | -0.02% | |
| GATX | B | -0.02% | |
| ITRI | B | -0.02% | |
| BC | D | -0.02% | |
| APPF | B | -0.02% | |
| CRUS | D | -0.02% | |
| LEA | D | -0.02% | |
| THO | B | -0.02% | |
| BCPC | B | -0.02% | |
| ETSY | C | -0.02% | |
| PVH | C | -0.02% | |
| CROX | F | -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 | C | -0.02% | |
| LYFT | C | -0.02% | |
| MTG | B | -0.02% | |
| SAIC | F | -0.02% | |
| FAF | B | -0.02% | |
| MTH | D | -0.02% | |
| MAT | D | -0.02% | |
| AWI | A | -0.02% | |
| DBX | C | -0.02% | |
| MTN | C | -0.02% | |
| BMI | C | -0.02% | |
| RHP | B | -0.02% | |
| AZEK | B | -0.02% | |
| ALK | B | -0.02% | |
| HALO | F | -0.02% | |
| BBWI | C | -0.02% | |
| FMC | D | -0.02% | |
| H | B | -0.02% | |
| CADE | B | -0.02% | |
| ATI | D | -0.02% | |
| ELAN | F | -0.02% | |
| ONB | B | -0.02% | |
| FCN | D | -0.02% | |
| PARA | D | -0.02% | |
| EXLS | A | -0.02% | |
| MIDD | B | -0.02% | |
| GTLS | A | -0.02% | |
| BIO | D | -0.02% | |
| CVLT | A | -0.02% | |
| G | B | -0.02% | |
| VFC | B | -0.02% | |
| RHI | C | -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 | F | -0.01% | |
| OGN | D | -0.01% | |
| CHH | A | -0.01% | |
| FELE | B | -0.01% | |
| FLO | C | -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% |
LRGE: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Internet Content & Information
Semiconductors
Auto Manufacturers
Beverages - Soft Drinks
Capital Markets
Consumer Electronics
Diagnostics & Research
Discount Stores
Diversified Industrials
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Financial Data & Stock Exchanges
Health Care Plans
Industrial Distribution
Information Technology Services
Insurance Brokers
Internet Content & Information
Media - Diversified
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Mobile Devices
Work From Home
Cloud Computing
Hyperscale
Renewable Energy
Smartphones
Software
E-Commerce
Online Shopping
Operating System
Payment Systems
Risk Management
Subscription Services
Animal Health
Artificial Intelligence
Bank Account
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
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