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CDEIvsLGHETF Comparison
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
HCM Retirement Defender 100 Index ETF
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) belongs to the US Large Cap segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the segment. CDEI's top 3 sector exposures are Information Technology, Financials and Communication Services. 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 down -2.51% year-to-date (YTD) with - in YTD flows. LGH performs better with -2.31% YTD performance, and -$3M 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 | -2.21%-3.15% | -2.28%-3.24% | -2.51%-2.31% | +19.84%+24.68% | +71.92%+84.98% | n/a+79.44% |
| Flows | CDEI LGH | -- | --$3M | --$3M | -$8M+$26M | -$20M+$110M | -+$244M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI LGH | +11.53%+16.11% | +18.07%+17.89% | +14.93%+16.87% | n/a+16.76% |
| Max drawdown | CDEI LGH | -4.61%-5.38% | -13.80%-11.27% | -19.34%-18.42% | n/a-29.00% |
| Max drawdown duration | CDEI LGH | 58d57d | 45d48d | 127d206d | n/a806d |
CDEI | LGH | |
Last sale 3/11/2026 at 5:10 PM | $80.41 | $59.68 |
| Previous close 03/11/2026 | $80.66 | $60.44 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
CDEI | LGH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CDEI | LGH | |
|---|---|---|
| Last price | $80.41 | $59.68 |
| 1D performance | -0.31% | -1.26% |
| AuM | $16.11 M | $563.21 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 | 255 | 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
Top 15 holdings
How have the CDEI and LGH ETFs performed in 2026?
As of March 10, 2026, CDEI is down -2.51% year-to-date (YTD), while LGH has lost -2.31%. That puts LGH better performer ahead so far this year.
Which ETF is attracting more investor money: CDEI or LGH?
Year-to-date, the CDEI ETF saw - in flows, compared to -$3M for LGH.
Which ETF is more volatile: CDEI or LGH?
Over the past year, CDEI had a volatility of 18.07%, while LGH experienced 17.89%.
Which ETF is bigger: CDEI or LGH?
As of March 10, 2026, CDEI holds $16.11 M in assets under management (AUM), while LGH manages $563.21 M.
What sectors do the CDEI and LGH ETFs invest in?
CDEI leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, LGH focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the CDEI ETF and LGH ETF?
CDEI top holdings include NVIDIA, APPLE and ALPHABET INC-CL. LGH holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: CDEI or LGH?
CDEI holds 260 securities with 55.58% of its assets in the top 15. LGH has 405 securities and a top 15 weight of 41.6%.
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