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CDEICalvert US Large-Cap Diversity, Equity And Inclusion Index ETF

Grow my money#1641 of 2944 for Grow my money

Seeks to track the performance of the Calvert US Large-Cap Diversity Research Index.

Calvert ETFs · Since 2023 (3 years)

Annual Cost

0.14%

#500 out of 5,332 ETFs

Fund Size

$16M

#4294 out of 5,332 ETFs

Dividend Yield

1.12%

Track Record

3 years

#3005 out of 5,332 ETFs

Performance

1 Year

+30.1%

3 Years

+20.4%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.3%

Sector breakdown

Technology
39.9%
Financial Services
16.3%
Communication
11.4%
Healthcare
11.0%
Consumer Cyclical
6.2%
Consumer Defensive
5.3%
Industrials
5.0%
Utilities
2.4%
Other
2.6%

Top holdings

NVIDIA CorpNVDA8.9%
Apple IncAAPL8.2%
Alphabet Inc Class AGOOGL7.1%
Microsoft CorpMSFT6.5%
JPMorgan Chase & CoJPM3.4%
Amazon.com IncAMZN3.3%
Eli Lilly and CoLLY3.1%
Visa Inc Class AV2.5%
Mastercard Inc Class AMA2.0%
Netflix IncNFLX2.0%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-19.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.07

Excellent risk-adjusted returns

Sortino (3Y)

1.59

Good downside protection

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Data updated on 2026-05-05