Large Blend · NYSE ARCA · USD · Data as of 2026-06-26
AUM
$18.09M
Expense ratio
0.14%
Yield
0.96%
YTD return
+9.74%
Last price
$88.77
Broad Equity · Coverage 75% · low
Today
79.5
Outlook
56.5
Block A (composite-derived)
47.8
Block C (market behavior)
99.7
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
47.8
Coverage 75% · medium
Liquidity
15.0
Expenses
90.0
Performance
41.2
Volatility
68.7
Dividend
19.7
Concentration
40.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Editorial coverage for CDEI is coming soon — copy is rolling out to the broader universe ETF-by-ETF in 2026Q2.
The Calvert US Large-Cap DEI Index ETF is an exchange-traded fund that aims to replicate the performance of the Calvert US Large-Cap Diversity, Equity, and Inclusion Index. This ETF primarily focuses on promoting diversity, equity, and inclusion within large-cap U.S. companies. By investing in this index, the ETF facilitates the alignment of financial interests with social impact goals, appealing to investors who prioritize socially responsible investing. The fund includes companies that demonstrate strong DEI practices, such as fostering diverse workforce representation and inclusive company cultures. It also screens for criteria that typically assess gender and racial diversity within corporate governance and workforce compositions. This ETF not only addresses social governance aspects but also aligns with current market trends towards sustainable and ethical investing. In doing so, it provides investors with exposure to large-cap equities while prioritizing societal values. In the larger financial market, the Calvert US Large-Cap DEI Index ETF plays a crucial role by steering capital towards companies that prioritize DEI, potentially influencing corporate practices and investor priorities in the expansive U.S. equity market.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $18,093,996. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CDEI are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.