Compare · 2 funds side by side · dividends reinvested

CDEI and SCHV

CDEIEaton Vance×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,751SCHV · best of the two

02 / 04

CDEI and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.78%+20.4%+24.5%+22.1%+10.9%−6.9%11.4%$15.7B1.0

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%$19M2.0

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 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

CDEI

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,751

$10,000 five years ago, dividends reinvested

CDEIMeasureSCHV

+14.2%Year to dateJan 1 → Nov 4+20.4%

+15.7%1 yearTotal return+24.5%

+21.8%3 years · per year$10,000 became $18,085 · $18,218+22.1%

[…]5 years · per year$10,000 became […] · $16,751+10.9%

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

0.95%Trailing 12-mo yield$95 · $178 a year on $10k1.78%

−9.9%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.4%

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

0–7SCHV 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 SCHV: Top 5 Holdings

Today

CDEI

[…]in top 5

SCHV

in top 512.7%

CDEIStockSCHV

not top 5BRK-B3.4%

not top 5JPM3.0%

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.8%

Held in common[…]

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

CDEI vs SCHV Returns, Every Period

Eaton VanceCDEI

+15.7%

past year

SCHVSchwab

+24.5%

past year

CDEISCHVFaded: behind in that period

0–3SCHV wins

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

CDEI vs SCHV

YTD

Eaton VanceCDEI

+14.2%

SCHVSchwab

+20.4%

+14.2%Year to date+20.4%

−9.9%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.4%

0.9%Yield1.8%

$18.8MAssets$15.7B

4–0SCHV wins

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

Cost, Income and Risk

Fees: CDEI, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

CDEI0.14%$14

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

Yields: CDEI, SCHV

1.78%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.78%$178

CDEI0.95%$95

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

CDEI$95 − $14 = $81

KeptFee

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

Overlap: CDEI, SCHV

Today

[…]holdings […]

CDEISCHV

CDEI—[…]

SCHV[…]—

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

Return vs Bumpiness: 2 ETFs

+24.5%SCHV, at 11.4% volatility

SCHVWorst drop−6.9%11.4% vol

CDEIWorst drop−9.9%12.8% vol

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

Paid More vs Made More

YTD

SCHVCDEI

+20.4%Year to date+14.2%

1.8%Yield0.9%

+24.5%Past year+15.7%

0.04%Fee0.14%

4–0SCHV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026