Compare · 3 funds side by side · dividends reinvested

CVLC, SCHG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CVLC, SCHG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.97%+8.9%+10.0%+21.7%[…]−9.6%14.3%$963M2.0

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.7B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVLC 2023 · SCHG 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Large-Cap Core Responsible Index ETF · $963M[…]

CVLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.7B$16,814

$10,000 five years ago, dividends reinvested · they hold 53.1% in common

CVLCMeasureSCHG

+8.9%Year to dateJan 1 → Nov 6+1.9%

+10.0%1 yearTotal return+0.9%

+21.7%3 years · per year$10,000 became $18,028 · $18,452+22.7%

[…]5 years · per year$10,000 became […] · $16,814+11.0%

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

0.97%Trailing 12-mo yield$97 · $42 a year on $10k0.42%

−9.6%Worst dropSmaller is better−15.0%

14.3%VolatilityLower is calmer17.8%

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

5–2CVLC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVLC vs SCHG: Top 5 Holdings

Today

CVLC

28.6%in top 5

SCHG

in top 544.2%

CVLCStockSCHG

7.6%AAPL12.6%

6.4%NVDA11.0%

6.0%MSFT10.0%

4.0%AMZN6.4%

4.6%GOOGL4.2%

Held in common53.1%

End-of-day Nov 6, 2026 · share of each fund

CVLC vs SCHG Returns, Every Period

Eaton VanceCVLC

+10.0%

past year

SCHGSchwab

+0.9%

past year

CVLCSCHGFaded: behind in that period

2–1CVLC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CVLC vs VOO

YTD

Eaton VanceCVLC

+8.9%

VOOVanguard

+8.7%

+8.9%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.5%

1.0%Yield1.1%

$963MAssets$1.00T

3–1VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVLC, SCHG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHG0.04%$4

CVLC0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVLC, SCHG, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

CVLC0.97%$97

SCHG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CVLC$97 − $15 = $82

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVLC, SCHG, VOO

Today

73.7%most shared, CVLC and VOO

CVLCSCHGVOO

CVLC—53.1%73.7%

SCHG53.1%—59.3%

VOO73.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.0%CVLC, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

CVLCWorst drop−9.6%14.3% vol

SCHGWorst drop−15.0%17.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOOCVLC

+8.7%Year to date+8.9%

1.1%Yield1.0%

+9.8%Past year+10.0%

0.03%Fee0.15%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026