CDEI vs VXUS
CDEI vs VXUS
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | CDEI | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | 0.05% | |
| AUM | $18M | $156.5B | |
| Dividend Yield | 1.20% | 2.60% | |
| Holdings | 271 | 8,747 | |
| YTD Return | +14.93% | +14.57% | |
| 1Y Return | +27.06% | +27.82% | |
| 3Y Return (annualized) | +19.83% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 12.4% | 15.1% | |
| Max Drawdown | -19.5% | -39.9% | |
| Fund Family | Calvert | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 30, 2023 | Jan 26, 2011 |
CDEI vs VXUS Performance
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is a ETF from Calvert and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CDEI returned +27.06% while VXUS returned +27.82%. Year to date, CDEI is up 14.93% versus a gain of 14.57% for VXUS.
Over three years, CDEI compounded at +19.83% per year against +19.27% for VXUS. Across the full 4-year window we track, CDEI has the edge at +20.28% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% for CDEI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.5% for CDEI and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CDEI charges 0.14% per year while VXUS charges 0.05%. On a $10,000 position that is $14 vs $5 annually, a gap of $9 per year that compounds over a long holding period. On income, CDEI currently yields 1.20% against 2.60% for VXUS.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, CDEI or VXUS?
CDEI has an expense ratio of 0.14% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, CDEI or VXUS?
Over the past year CDEI returned +27.06% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CDEI annualized +20.28% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, CDEI or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.4% for CDEI. Worst drawdown: CDEI -19.5% vs VXUS -39.9%.
Should I hold both CDEI and VXUS?
CDEI and VXUS have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CDEI and VXUS?
CDEI and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 8122 unique securities.
Which pays a higher dividend, CDEI or VXUS?
CDEI yields 1.20% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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