CDEIvsSFYETF 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. SoFi Select 500 ETF (SFY) is part of the US Large Cap Growth segment. CDEI's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, SFY's top sector exposures are Information Technology, Communication Services and Health Care. CDEI is less expensive with a Total Expense Ratio (TER) of 0.14%, versus 0.19% for SFY. CDEI is up 8.37% year-to-date (YTD) with - in YTD flows. SFY performs better with 11.43% YTD performance, and +$33M in YTD flows. Run a side-by-side ETF comparison of CDEI and SFY 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 SFY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CDEI SFY | +1.47%+0.66% | +13.22%+14.45% | +8.37%+11.43% | +23.74%+29.73% | +66.37%+98.02% | n/a+100.47% |
| Flows | CDEI SFY | -+$7M | -+$14M | -+$33M | -$12M+$27M | -$20M-$257M | --$14M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI SFY | +15.24%+19.15% | +12.42%+15.26% | +15.01%+17.75% | n/a+19.25% |
| Max drawdown | CDEI SFY | -5.28%-6.85% | -9.97%-10.80% | -19.34%-21.15% | n/a-27.85% |
| Max drawdown duration | CDEI SFY | 21d21d | 95d75d | 127d125d | n/a746d |
CDEI | SFY | |
Last sale 6/12/2026 at 1:30 PM | $89.49 | $147.23 |
| Previous close 06/11/2026 | $89.05 | $146.64 |
| 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 | SFY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CDEI | SFY | |
|---|---|---|
| Last price | $89.49 | $147.23 |
| 1D performance | +0.49% | +0.40% |
| AuM | $17.87 M | $662.47 M |
| E/R | 0.14% | 0.19% |
CDEI | SFY | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | SoFi |
| Benchmark | Calvert US Large-Cap Diversity Research Index | Solactive SoFi US 500 Growth Index |
| N° of holdings | 247 | 473 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | April 11, 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
