Compare · 2 funds side by side · dividends reinvested

CDEI and SCHG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,915SCHG · best of the two

02 / 04

CDEI and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETFLow-Cost Core · US large cap0.14%0.95%+14.2%+15.7%+21.8%[…]−9.9%12.8%$19M1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+6.8%+4.0%+25.4%+12.4%−16.0%16.9%$62.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CDEI 2023 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF · $19M[…]

CDEI

SCHG

Schwab U.S. Large-Cap Growth ETF · $62.5B$17,915

$10,000 five years ago, dividends reinvested

CDEIMeasureSCHG

+14.2%Year to dateJan 1 → Nov 4+6.8%

+15.7%1 yearTotal return+4.0%

+21.8%3 years · per year$10,000 became $18,085 · $19,739+25.4%

[…]5 years · per year$10,000 became […] · $17,915+12.4%

0.14%Expense ratio$14 · $4 a year on $10k · lower is better0.04%

0.95%Trailing 12-mo yield$95 · $40 a year on $10k0.40%

−9.9%Worst dropSmaller is better−16.0%

12.8%VolatilityLower is calmer16.9%

CDEISCHG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2CDEI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDEI vs SCHG: Top 5 Holdings

Today

CDEI

[…]in top 5

SCHG

in top 543.0%

CDEIStockSCHG

not top 5NVDA12.0%

not top 5AAPL11.6%

not top 5MSFT9.3%

not top 5AMZN5.9%

not top 5AVGO4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CDEI vs SCHG Returns, Every Period

Eaton VanceCDEI

+15.7%

past year

SCHGSchwab

+4.0%

past year

CDEISCHGFaded: behind in that period

2–1CDEI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CDEI vs SCHG

YTD

Eaton VanceCDEI

+14.2%

SCHGSchwab

+6.8%

+14.2%Year to date+6.8%

−9.9%Worst drop · 1Y−16.0%

12.8%Volatility · 1Y16.9%

0.9%Yield0.4%

$18.8MAssets$62.5B

4–0CDEI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDEI, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

CDEI0.14%$14

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CDEI, SCHG

0.95%highest, CDEI

FundTrailing yieldYield$10k

CDEI0.95%$95

SCHG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, CDEI

CDEI$95 − $14 = $81

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CDEI, SCHG

Today

[…]holdings […]

CDEISCHG

CDEI—[…]

SCHG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%CDEI, at 12.8% volatility

CDEIWorst drop−9.9%12.8% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CDEISCHG

+14.2%Year to date+6.8%

0.9%Yield0.4%

+15.7%Past year+4.0%

0.14%Fee0.04%

3–1CDEI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026