Compare · 2 funds side by side · dividends reinvested

CVLC and IVV

CVLCEaton Vance×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

CVLC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.3

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.93%+13.7%+14.0%+24.2%[…]−9.6%13.6%$986M1.7

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: CVLC 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Large-Cap Core Responsible Index ETF · $986M[…]

CVLC

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 77.6% in common

CVLCMeasureIVV

+13.7%Year to dateJan 1 → Nov 4+13.4%

+14.0%1 yearTotal return+13.5%

+24.2%3 years · per year$10,000 became $19,145 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.93%Trailing 12-mo yield$93 · $109 a year on $10k1.09%

−9.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

2–4IVV wins

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

More Ways to See the Pairs

CVLC vs IVV: Top 5 Holdings

Today

CVLC

28.0%in top 5

IVV

in top 527.3%

CVLCStockIVV

7.0%NVDA7.7%

7.1%AAPL7.4%

5.6%MSFT5.9%

4.5%GOOGL2.5%

3.7%AMZN3.8%

Held in common77.6%

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

CVLC vs IVV Returns, Every Period

Eaton VanceCVLC

+14.0%

past year

IVViShares

+13.5%

past year

CVLCIVVFaded: behind in that period

2–0CVLC wins

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

CVLC vs IVV

YTD

Eaton VanceCVLC

+13.7%

IVViShares

+13.4%

+13.7%Year to date+13.4%

−9.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.9%Yield1.1%

$986MAssets$872B

3–1IVV wins

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

Cost, Income and Risk

Fees: CVLC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CVLC0.15%$15

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

Yields: CVLC, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

CVLC0.93%$93

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CVLC$93 − $15 = $78

KeptFee

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

Overlap: CVLC, IVV

Today

77.6%most shared, CVLC and IVV

CVLCIVV

CVLC—77.6%

IVV77.6%—

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

Return vs Bumpiness: 2 ETFs

+14.0%CVLC, at 13.6% volatility

IVVWorst drop−8.9%12.9% vol

CVLCWorst drop−9.6%13.6% vol

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

Paid More vs Made More

YTD

IVVCVLC

+13.4%Year to date+13.7%

1.1%Yield0.9%

+13.5%Past year+14.0%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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