CDEIvsBBUSETF Comparison
ETF 1
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
VS
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) belongs to the segment. JPMorgan BetaBuilders U.S. Equity ETF (BBUS) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. CDEI is more expensive with a Total Expense Ratio (TER) of 0.14%, versus 0.02% for BBUS. CDEI is up 14.79% year-to-date (YTD) with - in YTD flows. BBUS performs worse with 12.78% YTD performance, and +$1.92B in YTD flows. Run a side-by-side ETF comparison of CDEI and BBUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CDEI vs BBUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CDEI BBUS | -0.45%-0.12% | +4.23%+3.88% | +14.79%+12.78% | +19.43%+12.33% | +81.81%+92.62% | n/a+76.03% |
| Flows | CDEI BBUS | -+$256M | -+$502M | -+$1.92B | -+$2.54B | -$23M+$4.70B | -+$6.20B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI BBUS | +10.73%+11.37% | +12.45%+12.84% | +14.95%+15.07% | n/a+17.28% |
| Max drawdown | CDEI BBUS | -2.73%-3.06% | -9.97%-9.15% | -19.34%-19.04% | n/a-25.46% |
| Max drawdown duration | CDEI BBUS | 50d53d | 95d77d | 127d126d | n/a715d |
Trading data
CDEI | BBUS | |
Last sale 10/27/2026 at 1:30 PM | $138.83 | |
| Previous close 10/23/2026 | $137.97 | |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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CDEI | BBUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
CDEI | BBUS | |
|---|---|---|
| Last price | – | $138.83 |
| 1D performance | – | +0.62% |
| AuM | $18.84 M | $9.60 B |
| E/R | 0.14% | 0.02% |
Characteristics
CDEI | BBUS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | J.P. Morgan Asset Management |
| Benchmark | Calvert US Large-Cap Diversity Research Index | Morningstar US Target Market Exposure Index |
| N° of holdings | 232 | 459 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | March 12, 2019 |
| ESG | Yes | No |
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Exposure
Countries
CDEI
USA
98.5%
Other
1.5%
BBUS
USA
97.5%
Other
2.5%
Sectors
CDEI
Technology
50.94%
Finance
17.67%
Healthcare
12.44%
Other
18.95%
BBUS
Technology
45.7%
Finance
13.7%
Healthcare
9.04%
Consumer Non-Cycl.
8.9%
Industrials
7.58%
Other
15.07%
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Diversification
CDEI
Total weight of top 15 holdings out of 15
55.64%
BBUS
Total weight of top 15 holdings out of 15
43.96%
Top 15 holdings
Data as of August 31, 2026
CDEI
NVIDIA Corp.
9.04%
Apple, Inc.
8.32%
Microsoft Corp.
7.25%
Alphabet, Inc.
6.75%
JPMorgan Chase & Co.
3.59%
Eli Lilly & Co.
3.35%
Advanced Micro Devices, Inc.
2.80%
Visa, Inc.
2.57%
Mastercard, Inc.
1.95%
AbbVie, Inc.
1.85%
Bank of America Corp.
1.80%
Cisco Systems, Inc.
1.78%
Intel Corp.
1.56%
Lam Research Corp.
1.54%
Merck & Co., Inc.
1.49%
BBUS
NVIDIA Corp.
8.07%
Apple, Inc.
6.97%
Microsoft Corp.
5.67%
Amazon.com, Inc.
3.80%
Alphabet, Inc.
3.01%
Broadcom Inc.
2.61%
Alphabet, Inc.
2.40%
Meta Platforms, Inc.
1.89%
Micron Technology, Inc.
1.59%
Tesla, Inc.
1.51%
JPMorgan Chase & Co.
1.44%
Eli Lilly & Co.
1.42%
Berkshire Hathaway, Inc.
1.41%
Advanced Micro Devices, Inc.
1.17%
ExxonMobil Holdings Corp.
0.98%
Frequently asked questions about CDEI and BBUS
How have the CDEI and BBUS ETFs performed in 2026?
As of October 22, 2026, CDEI is up 14.79% year-to-date (YTD), while BBUS has returned 12.78%. That puts CDEI better performer ahead so far this year.
Which ETF is attracting more investor money: CDEI or BBUS?
Year-to-date, the CDEI ETF saw - in flows, compared to +$1.92B for BBUS.
Which ETF is more volatile: CDEI or BBUS?
Over the past year, CDEI had a volatility of 12.45%, while BBUS experienced 12.84%.
Which ETF is bigger: CDEI or BBUS?
As of October 22, 2026, CDEI holds $18.84 M in assets under management (AUM), while BBUS manages $9.60 B.
What sectors do the CDEI and BBUS ETFs invest in?
CDEI leans toward sectors like Technology, Finance and Healthcare. Meanwhile, BBUS focuses on Technology, Finance and Healthcare.
What are the top holdings of the CDEI ETF and BBUS ETF?
CDEI top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. BBUS holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CDEI or BBUS?
CDEI holds 232 securities with 55.64% of its assets in the top 15. BBUS has 466 securities and a top 15 weight of 43.96%.
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Latest news about CDEI & BBUS
Donald Trump’s Executive Orders: ETF Bulls and Bears
January 24, 2025
CDEI
Morgan Stanley Launches Six New ESG-Focused ETFs
February 16, 2023
CDEI
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