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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 down -1.04% year-to-date (YTD) with +$20M in YTD flows. CDEI performs worse with -2.31% 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 | -1.67%-2.46% | -2.05%-1.46% | -1.04%-2.31% | +29.76%+20.08% | +100.41%+69.48% | +95.37%n/a |
| Flows | SFY CDEI | +$20M- | +$20M- | +$20M- | -$22M-$8M | -$257M-$20M | +$14M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SFY CDEI | +14.73%+11.61% | +20.87%+18.11% | +17.35%+14.96% | +18.95%n/a |
| Max drawdown | SFY CDEI | -4.80%-4.61% | -14.94%-13.80% | -21.15%-19.34% | -27.85%n/a |
| Max drawdown duration | SFY CDEI | 41d57d | 45d45d | 125d127d | 746dn/a |
SFY | CDEI | |
Last sale 3/11/2026 at 1:30 PM | $130.74 | $80.41 |
| Previous close 03/10/2026 | $130.75 | $80.66 |
| 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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SFY | CDEI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SFY | CDEI | |
|---|---|---|
| Last price | $130.74 | $80.41 |
| 1D performance | -0.01% | -0.31% |
| AuM | $575.27 M | $16.14 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 | 255 |
| 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
Top 15 holdings
How have the SFY and CDEI ETFs performed in 2026?
As of March 10, 2026, SFY is down -1.04% year-to-date (YTD), while CDEI has lost -2.31%. That puts SFY better performer ahead so far this year.
Which ETF is attracting more investor money: SFY or CDEI?
Year-to-date, the SFY ETF saw +$20M in flows, compared to - for CDEI.
Which ETF is more volatile: SFY or CDEI?
Over the past year, SFY had a volatility of 20.87%, while CDEI experienced 18.11%.
Which ETF is bigger: SFY or CDEI?
As of March 10, 2026, SFY holds $575.27 M in assets under management (AUM), while CDEI manages $16.14 M.
What sectors do the SFY and CDEI ETFs invest in?
SFY leans toward sectors like Information Technology, Health Care and Communication Services. Meanwhile, CDEI focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the SFY ETF and CDEI ETF?
SFY top holdings include NVIDIA, MICROSOFT-T and BROADCOM LIMITED. CDEI holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: SFY or CDEI?
SFY holds 500 securities with 48.42% of its assets in the top 15. CDEI has 260 securities and a top 15 weight of 55.58%.
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