CDEIvsLGHETF Comparison
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) belongs to the segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. CDEI's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, LGH's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. CDEI is less expensive with a Total Expense Ratio (TER) of 0.14%, versus 1% for LGH. CDEI is up 8.37% year-to-date (YTD) with - in YTD flows. LGH performs worse with 1.86% YTD performance, and -$16M in YTD flows. Run a side-by-side ETF comparison of CDEI and LGH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CDEI vs LGH performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CDEI LGH | +1.47%+0.17% | +13.22%+6.62% | +8.37%+1.86% | +23.74%+20.75% | +66.37%+68.45% | n/a+64.05% |
| Flows | CDEI LGH | --$3M | --$7M | --$16M | -$12M+$12M | -$20M+$93M | -+$212M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI LGH | +15.24%+17.19% | +12.42%+16.12% | +15.01%+17.08% | n/a+16.74% |
| Max drawdown | CDEI LGH | -5.28%-6.50% | -9.97%-11.23% | -19.34%-18.42% | n/a-29.00% |
| Max drawdown duration | CDEI LGH | 21d10d | 95d120d | 127d206d | n/a806d |
CDEI | LGH | |
Last sale 6/12/2026 at 1:30 PM | $89.49 | $63.12 |
| Previous close 06/11/2026 | $89.05 | $62.76 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CDEI | LGH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CDEI | LGH | |
|---|---|---|
| Last price | $89.49 | $63.12 |
| 1D performance | +0.49% | +0.57% |
| AuM | $17.87 M | $574.57 M |
| E/R | 0.14% | 1% |
CDEI | LGH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | Howard Capital Management |
| Benchmark | Calvert US Large-Cap Diversity Research Index | HCM Retirement Defender 100 Index |
| N° of holdings | 247 | 393 |
| Asset class | Equities | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | October 7, 2019 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
