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CDEIvsXVVETF Comparison
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) and iShares ESG Select Screened S&P 500 ETF (XVV) belong to the same industry segment: US Large Cap. CDEI's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, XVV's top sector exposures are Information Technology, Communication Services and Financials. CDEI is more expensive with a Total Expense Ratio (TER) of 0.14%, versus 0.08% for XVV. CDEI is down -2.31% year-to-date (YTD) with - in YTD flows. XVV performs better with -2.04% YTD performance, and +$61M in YTD flows. Run a side-by-side ETF comparison of CDEI and XVV 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 XVV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CDEI XVV | -2.46%-2.41% | -1.46%-2.61% | -2.31%-2.04% | +20.08%+21.28% | +69.48%+84.51% | n/a+84.23% |
| Flows | CDEI XVV | --$45M | -+$172M | -+$61M | -$8M+$270M | -$20M+$354M | -+$498M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDEI XVV | +11.61%+12.54% | +18.11%+18.98% | +14.96%+15.53% | n/a+17.63% |
| Max drawdown | CDEI XVV | -4.61%-4.40% | -13.80%-14.04% | -19.34%-19.53% | n/a-27.18% |
| Max drawdown duration | CDEI XVV | 57d57d | 45d45d | 127d126d | n/a709d |
CDEI | XVV | |
Last sale 3/11/2026 at 1:30 PM | $80.41 | $51.50 |
| Previous close 03/10/2026 | $80.66 | $51.63 |
| 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 | XVV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CDEI | XVV | |
|---|---|---|
| Last price | $80.41 | $51.50 |
| 1D performance | -0.31% | -0.24% |
| AuM | $16.14 M | $644.76 M |
| E/R | 0.14% | 0.08% |
CDEI | XVV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | Calvert US Large-Cap Diversity Research Index | S&P 500 Sustainability Screened Index |
| N° of holdings | 255 | 421 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | September 22, 2020 |
| ESG | Yes | Yes |
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 XVV ETFs performed in 2026?
As of March 9, 2026, CDEI is down -2.31% year-to-date (YTD), while XVV has lost -2.04%. That puts XVV better performer ahead so far this year.
Which ETF is attracting more investor money: CDEI or XVV?
Year-to-date, the CDEI ETF saw - in flows, compared to +$61M for XVV.
Which ETF is more volatile: CDEI or XVV?
Over the past year, CDEI had a volatility of 18.11%, while XVV experienced 18.98%.
Which ETF is bigger: CDEI or XVV?
As of March 9, 2026, CDEI holds $16.14 M in assets under management (AUM), while XVV manages $644.76 M.
What sectors do the CDEI and XVV ETFs invest in?
CDEI leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, XVV focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the CDEI ETF and XVV ETF?
CDEI top holdings include NVIDIA, APPLE and ALPHABET INC-CL. XVV holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: CDEI or XVV?
CDEI holds 260 securities with 55.58% of its assets in the top 15. XVV has 441 securities and a top 15 weight of 48.36%.
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