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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 US Large Cap segment. SoFi Select 500 ETF (SFY) is part of the US Large Cap Growth segment. CDEI's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, SFY's top sector exposures are Information Technology, Health Care and Communication Services. CDEI is less expensive with a Total Expense Ratio (TER) of 0.14%, versus 0.19% for SFY. CDEI is down -2.31% year-to-date (YTD) with - in YTD flows. SFY performs better with -1.04% YTD performance, and +$20M 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 | -2.46%-1.67% | -1.46%-2.05% | -2.31%-1.04% | +20.08%+29.76% | +69.48%+100.41% | n/a+95.37% |
| Flows | CDEI SFY | -+$20M | -+$20M | -+$20M | -$8M-$22M | -$20M-$257M | -+$14M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI SFY | +11.61%+14.73% | +18.11%+20.87% | +14.96%+17.35% | n/a+18.95% |
| Max drawdown | CDEI SFY | -4.61%-4.80% | -13.80%-14.94% | -19.34%-21.15% | n/a-27.85% |
| Max drawdown duration | CDEI SFY | 57d41d | 45d45d | 127d125d | n/a746d |
CDEI | SFY | |
Last sale 3/11/2026 at 1:30 PM | $80.41 | $130.74 |
| Previous close 03/10/2026 | $80.66 | $130.75 |
| Consolidated volume 03/10/2026 | ||
| 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 | $80.41 | $130.74 |
| 1D performance | -0.31% | -0.01% |
| AuM | $16.14 M | $575.27 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 | 255 | 474 |
| 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
Top 15 holdings
How have the CDEI and SFY ETFs performed in 2026?
As of March 9, 2026, CDEI is down -2.31% year-to-date (YTD), while SFY has lost -1.04%. That puts SFY better performer ahead so far this year.
Which ETF is attracting more investor money: CDEI or SFY?
Year-to-date, the CDEI ETF saw - in flows, compared to +$20M for SFY.
Which ETF is more volatile: CDEI or SFY?
Over the past year, CDEI had a volatility of 18.11%, while SFY experienced 20.87%.
Which ETF is bigger: CDEI or SFY?
As of March 9, 2026, CDEI holds $16.14 M in assets under management (AUM), while SFY manages $575.27 M.
What sectors do the CDEI and SFY ETFs invest in?
CDEI leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SFY focuses on Information Technology, Health Care and Communication Services.
What are the top holdings of the CDEI ETF and SFY ETF?
CDEI top holdings include NVIDIA, APPLE and ALPHABET INC-CL. SFY holds in its top three: NVIDIA, MICROSOFT-T and BROADCOM LIMITED.
Which ETF is more diversified: CDEI or SFY?
CDEI holds 260 securities with 55.58% of its assets in the top 15. SFY has 500 securities and a top 15 weight of 48.42%.
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