Compare · 2 funds side by side · dividends reinvested

CVLC and SCHV

CVLCEaton Vance×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,273SCHV · best of the two

02 / 04

CVLC 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%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B1.1

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.94%+11.7%+12.2%+24.0%[…]−9.6%13.4%$986M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: CVLC 2023 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

CVLC

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,273

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

CVLCMeasureSCHV

+11.7%Year to dateJan 1 → Nov 3+18.4%

+12.2%1 yearTotal return+22.0%

+24.0%3 years · per year$10,000 became $19,054 · $18,095+21.9%

[…]5 years · per year$10,000 became […] · $16,273+10.2%

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

0.94%Trailing 12-mo yield$94 · $181 a year on $10k1.81%

−9.6%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.3%

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

1–6SCHV wins

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

More Ways to See the Pairs

CVLC vs SCHV: Top 5 Holdings

Today

CVLC

27.9%in top 5

SCHV

in top 512.8%

CVLCStockSCHV

7.3%AAPLnot top 5

6.9%NVDAnot top 5

5.5%MSFTnot top 5

4.5%GOOGLnot top 5

3.7%AMZNnot top 5

not top 5BRK-B3.4%

not top 5JPM3.0%

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.9%

Held in common40.3%

End-of-day Nov 3, 2026 · share of each fund

CVLC vs SCHV Returns, Every Period

Eaton VanceCVLC

+12.2%

past year

SCHVSchwab

+22.0%

past year

CVLCSCHVFaded: behind in that period

1–2SCHV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVLC vs SCHV

YTD

Eaton VanceCVLC

+11.7%

SCHVSchwab

+18.4%

+11.7%Year to date+18.4%

−9.6%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.3%

0.9%Yield1.8%

$986MAssets$15.7B

4–0SCHV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVLC, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

CVLC0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVLC, SCHV

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

CVLC0.94%$94

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

CVLC$94 − $15 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVLC, SCHV

Today

40.3%most shared, CVLC and SCHV

CVLCSCHV

CVLC—40.3%

SCHV40.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.0%SCHV, at 11.3% volatility

SCHVWorst drop−6.9%11.3% vol

CVLCWorst drop−9.6%13.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVCVLC

+18.4%Year to date+11.7%

1.8%Yield0.9%

+22.0%Past year+12.2%

0.04%Fee0.15%

4–0SCHV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026