SFYvsCDEIETF Comparison
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
SoFi Select 500 ETF (SFY) belongs to the US Large Cap Growth segment. Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is part of the segment. SFY's top 3 sector exposures are Information Technology, Health Care and Communication Services. In contrast, CDEI's top sector exposures are Information Technology, Financials and Communication Services. SFY is more expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.14% for CDEI. SFY is up 6.25% year-to-date (YTD) with +$26M in YTD flows. CDEI performs worse with 2.98% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of SFY and CDEI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SFY vs CDEI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SFY CDEI | +11.57%+8.53% | +4.55%+3.18% | +6.25%+2.98% | +41.00%+34.87% | +101.45%+68.71% | +95.08%n/a |
| Flows | SFY CDEI | +$6M- | +$19M- | +$26M- | +$15M-$12M | -$258M-$20M | -$1M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SFY CDEI | +18.41%+15.51% | +14.85%+12.56% | +17.59%+15.10% | +19.13%n/a |
| Max drawdown | SFY CDEI | -10.80%-9.35% | -10.80%-9.97% | -21.15%-19.34% | -27.85%n/a |
| Max drawdown duration | SFY CDEI | 75d76d | 75d95d | 125d127d | 746dn/a |
SFY | CDEI | |
Last sale 4/24/2026 at 1:30 PM | $140.39 | $85.42 |
| Previous close 04/23/2026 | $138.70 | $84.57 |
| Consolidated volume 04/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SFY | CDEI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SFY | CDEI | |
|---|---|---|
| Last price | $140.39 | $85.42 |
| 1D performance | +1.22% | +1.00% |
| AuM | $624.67 M | $16.98 M |
| E/R | 0.19% | 0.14% |
SFY | CDEI | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | SoFi | Morgan Stanley |
| Benchmark | Solactive SoFi US 500 Growth Index | Calvert US Large-Cap Diversity Research Index |
| N° of holdings | 474 | 253 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 11, 2019 | February 1, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
