Compare · 3 funds side by side · dividends reinvested

CVLC, SCHG and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

CVLC, SCHG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.5

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.94%+12.6%+13.1%+21.8%[…]−9.6%14.4%$994M2.0

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+5.9%+4.5%+22.8%+11.6%−15.0%17.9%$61.0B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CVLC 2023 · SCHG 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calvert US Large-Cap Core Responsible Index ETF · $994M[…]

CVLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.0B$17,288

$10,000 five years ago, dividends reinvested · they hold 53.3% in common

CVLC

More Ways to See the Pairs

CVLC vs SCHG: Top 5 Holdings

Today

CVLC

27.8%in top 5

SCHG

in top 542.6%

CVLCStockSCHG

7.5%AAPL12.4%

5.8%NVDA9.9%

5.8%MSFT9.6%

4.0%AMZN6.5%

4.6%

Cost, Income and Risk

Fees: CVLC, SCHG, SPY

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

SPY0.09%$9

CVLC0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CVLC, SCHG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SCHG

+12.6%Year to dateJan 1 → Nov 11+5.9%

+13.1%1 yearTotal return+4.5%

+21.8%3 years · per year$10,000 became $18,055 · $18,515+22.8%

[…]5 years · per year$10,000 became […] · $17,288+11.6%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.94%Trailing 12-mo yield$94 · $40 a year on $10k0.40%

−9.6%Worst dropSmaller is better−15.0%

14.4%VolatilityLower is calmer17.9%

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

5–2CVLC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

not top 5

not top 5AVGO4.2%

Held in common53.3%

End-of-day Nov 11, 2026 · share of each fund

CVLC vs SCHG Returns, Every Period

1Y

Eaton VanceCVLC

+13.1%

past year

SCHGSchwab

+4.5%

past year

CVLCSCHGFaded: behind in that period

2–1CVLC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CVLC vs SPY

YTD

Eaton VanceCVLC

+12.6%

SPYSPDR

+12.3%

+12.6%Year to date+12.3%

−9.6%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.7%

0.9%Yield1.0%

$994MAssets$792B

3–1SPY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.00%highest, SPY

FundTrailing yieldYield$10k

SPY1.00%$100

CVLC0.94%$94

SCHG0.40%$40

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

CVLC$94 − $15 = $79

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CVLC, SCHG, SPY

Today

77.5%most shared, CVLC and SPY

CVLCSCHGSPY

CVLC—53.3%77.5%

SCHG53.3%—56.8%

SPY77.5%56.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%CVLC, at 14.4% volatility

SPYWorst drop−8.9%13.7% vol

CVLCWorst drop−9.6%14.4% vol

SCHGWorst drop−15.0%17.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYCVLC

+12.3%Year to date+12.6%

1.0%Yield0.9%

+12.7%Past year+13.1%

0.09%Fee0.15%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

CVLC, SCHG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three