CDEICalvert US Large-Cap Diversity, Equity And Inclusion Index ETF
Tracks the performance of the Calvert US Large-Cap Diversity Research Index.
By Calvert ETFs · Launched 2023
Annual Cost
0.14%
#523 of 5,861 · low cost
Fund Size
$18M
#4,525 of 5,861 · small
Return (1Y)Goal
+21.3%
Track Record
3 years
#2,840 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,235+22.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
Calvert US Large-Cap Diversity Research Index
What it actually holds
By weightConcentration
Top 10 holdings = 47.1% of fundmoderately concentrated
NVIDIA Corp.
8.9%
Apple, Inc.
8.2%
Alphabet, Inc.
7.1%
Microsoft Corp.
6.5%
JPMorgan Chase & Co.
3.4%
Amazon.com, Inc.
3.3%
Eli Lilly & Co.
3.1%
Visa, Inc.
2.5%
Mastercard, Inc.
2.0%
Netflix, Inc.
2.0%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
42.5%
Financial Services
15.7%
Healthcare
12.2%
Communication
10.4%
Industrials
7.4%
Consumer Defensive
3.9%
Consumer Cyclical
3.4%
Real Estate
2.2%
Other
2.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.1%Moderate
Year-on-year price swings
Max drawdown
-19.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.32Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the performance of the Calvert US Large-Cap Diversity Research Index.
- Strategy
- Employs a passive management strategy to track the Calvert US Large-Cap Diversity Research Index, investing primarily in common stocks of large U.S. companies, with significant exposure to the information technology sector. Stocks are weighted based on float-adjusted market capitalization and talent management practices, aiming to improve long-term shareholder value and societal outcomes.
- Inception date
- January 30, 2023
- Fund family
- Calvert ETFs
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Data updated on 2026-08-04