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CDEIvsSPINETF Comparison

ETF 1

CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

This fund is part of

US Large Cap

+0.9%

Full CDEI fund page

VS

ETF 2

SPIN

State Street SPDR US Equity Premium Income ETF

This fund is part of

Options Strategies

+0.26%

Full SPIN fund page

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) belongs to the US Large Cap segment. State Street SPDR US Equity Premium Income ETF (SPIN) is part of the Options Strategies segment. CDEI's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, SPIN's top sector exposures are Information Technology, Communication Services and Financials. CDEI is less expensive with a Total Expense Ratio (TER) of 0.14%, versus 0.25% for SPIN. CDEI is up 3.53% year-to-date (YTD) with - in YTD flows. SPIN performs worse with 0.84% YTD performance, and +$760K in YTD flows. Run a side-by-side ETF comparison of CDEI and SPIN 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 SPIN performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CDEI SPIN	+9.72%+6.14%	+3.25%-0.94%	+3.53%+0.84%	+30.70%+22.83%	+69.62%n/a	n/an/a
Flows	CDEI SPIN	--$2M	--$872K	-+$760K	-$12M+$43M	-$20M-	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CDEI SPIN	+15.61%+13.61%	+12.36%+10.36%	+15.10%n/a	n/an/a
Max drawdown	CDEI SPIN	-9.35%-9.72%	-9.97%-9.72%	-19.34%n/a	n/an/a
Max drawdown duration	CDEI SPIN	76d87d	95d87d	127dn/a	n/an/a

Trading data

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	CDEI	SPIN
Last sale 4/27/2026 at 1:30 PM	$85.54	$32.16
Previous close 04/24/2026	$85.42	$32.13
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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SPIN

is actively managed and doesn’t replicate an index

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	CDEI	SPIN
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	CDEI	SPIN
Last price	$85.54	$32.16
1D performance	+0.14%	+0.09%
AuM	$17.07 M	$55.89 M
E/R	0.14%	0.25%

Characteristics

	CDEI	SPIN
Management strategy	Passive	Active
Provider	Morgan Stanley	State Street Investment Management
Benchmark	Calvert US Large-Cap Diversity Research Index	-
N° of holdings	253	93
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	February 1, 2023	September 4, 2024
ESG	Yes	No

More CDEI data on Trackinsight

More SPIN data on Trackinsight

Exposure

Countries

CDEI

USA

97.27%

Other

2.73%

SPIN

USA

95.39%

Other

4.61%

Sectors

CDEI

Information Techn.

42.9%

Financials

11.46%

Communication Ser.

11.31%

Health Care

10.81%

Other

23.52%

SPIN

Information Techn.

35.92%

Communication Ser.

10.79%

Financials

10.28%

Industrials

9.89%

Consumer Discreti.

8.47%

Health Care

8.37%

Other

16.29%

Diversification

CDEI

Total weight of top 15 holdings out of 15

54.86%

SPIN

Total weight of top 15 holdings out of 15

50.48%

Top 15 holdings

Data as of March 31, 2026

CDEI

NVIDIA

8.87%

APPLE

8.23%

ALPHABET INC-CL

7.14%

MICROSOFT-T

6.49%

JPMORGAN CHASE

3.38%

AMAZON.COM INC

3.32%

LILLY

3.14%

VISA INCORPORATION

2.50%

MASTERCARD

2.00%

NETFLIX

1.99%

BK OF AMERICA CO

1.72%

PROCTERGAMBLE

1.65%

CISCO-T

1.51%

MERCK & CO INC

1.46%

COCA-COLA

1.46%

SPIN

NVIDIA

9.16%

MICROSOFT-T

6.26%

APPLE

5.79%

ALPHABET INC-CL

5.46%

AMAZON.COM INC

4.56%

BROADCOM LIMITED

3.35%

META PLATFORMS

3.15%

JPMORGAN CHASE

1.90%

S&P GLOBAL INC

1.75%

LILLY

1.66%

VISA INCORPORATION

1.57%

HOME DEPOT

1.52%

ADVANCED MICRO DEVICES

1.52%

INTERCONTINENTAL EXCHANGE INC

1.43%

APPLIED MATERIAL

1.41%

Frequently asked questions about CDEI and SPIN

How have the CDEI and SPIN ETFs performed in 2026?

As of April 24, 2026, CDEI is up 3.53% year-to-date (YTD), while SPIN has returned 0.84%. That puts CDEI better performer ahead so far this year.

Which ETF is attracting more investor money: CDEI or SPIN?

Year-to-date, the CDEI ETF saw - in flows, compared to +$760K for SPIN.

Which ETF is more volatile: CDEI or SPIN?

Over the past year, CDEI had a volatility of 12.36%, while SPIN experienced 10.36%.

Which ETF is bigger: CDEI or SPIN?

As of April 24, 2026, CDEI holds $17.07 M in assets under management (AUM), while SPIN manages $55.89 M.

What sectors do the CDEI and SPIN ETFs invest in?

CDEI leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SPIN focuses on Information Technology, Communication Services and Financials.

What are the top holdings of the CDEI ETF and SPIN ETF?

CDEI top holdings include NVIDIA, APPLE and ALPHABET INC-CL. SPIN holds in its top three: NVIDIA, MICROSOFT-T and APPLE.

Which ETF is more diversified: CDEI or SPIN?

CDEI holds 258 securities with 54.86% of its assets in the top 15. SPIN has 96 securities and a top 15 weight of 50.48%.

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CDEIvsSPINETF Comparison

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

State Street SPDR US Equity Premium Income ETF

CDEI vs SPIN performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CDEI and SPIN ETFs performed in 2026?

As of April 24, 2026, CDEI is up 3.53% year-to-date (YTD), while SPIN has returned 0.84%. That puts CDEI better performer ahead so far this year.

Which ETF is attracting more investor money: CDEI or SPIN?

Year-to-date, the CDEI ETF saw - in flows, compared to +$760K for SPIN.

Which ETF is more volatile: CDEI or SPIN?

Over the past year, CDEI had a volatility of 12.36%, while SPIN experienced 10.36%.

Which ETF is bigger: CDEI or SPIN?

As of April 24, 2026, CDEI holds $17.07 M in assets under management (AUM), while SPIN manages $55.89 M.

What sectors do the CDEI and SPIN ETFs invest in?

CDEI leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SPIN focuses on Information Technology, Communication Services and Financials.

What are the top holdings of the CDEI ETF and SPIN ETF?

CDEI top holdings include NVIDIA, APPLE and ALPHABET INC-CL. SPIN holds in its top three: NVIDIA, MICROSOFT-T and APPLE.

Which ETF is more diversified: CDEI or SPIN?

CDEI holds 258 securities with 54.86% of its assets in the top 15. SPIN has 96 securities and a top 15 weight of 50.48%.

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