Compare · 3 funds side by side · dividends reinvested

CVLC, SCHV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSCHV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

CVLC, SCHV and SPY, 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%+18.8%+22.2%+19.8%+10.2%−6.9%12.0%$15.7B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.0

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.95%+11.1%+13.1%+21.3%[…]−9.6%14.4%$965M2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: CVLC 2023 · SCHV 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calvert US Large-Cap Core Responsible Index ETF · $965M[…]

CVLC

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,248

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

CVLC

More Ways to See the Pairs

CVLC vs SCHV: Top 5 Holdings

Today

CVLC

28.1%in top 5

SCHV

in top 512.9%

CVLCStockSCHV

7.6%AAPLnot top 5

6.1%NVDAnot top 5

5.9%MSFTnot top 5

4.6%GOOGLnot top 5

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: CVLC, SCHV, SPY

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

SPY0.09%$9

CVLC0.15%$15

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

Yields: CVLC, SCHV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SCHV

+11.1%Year to dateJan 1 → Nov 10+18.8%

+13.1%1 yearTotal return+22.2%

+21.3%3 years · per year$10,000 became $17,840 · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $16,248+10.2%

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

0.95%Trailing 12-mo yield$95 · $181 a year on $10k1.81%

−9.6%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer12.0%

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

1–6SCHV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BRK-B3.6%

not top 5JPM3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common40.3%

End-of-day Nov 10, 2026 · share of each fund

CVLC vs SCHV Returns, Every Period

1Y

Eaton VanceCVLC

+13.1%

past year

SCHVSchwab

+22.2%

past year

CVLCSCHVFaded: behind in that period

1–2SCHV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CVLC vs SCHV

YTD

Eaton VanceCVLC

+11.1%

SCHVSchwab

+18.8%

+11.1%Year to date+18.8%

−9.6%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y12.0%

0.9%Yield1.8%

$965MAssets$15.7B

4–0SCHV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

SPY1.01%$101

CVLC0.95%$95

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$177most kept, SCHV

SCHV$181 − $4 = $177

SPY$101 − $9 = $92

CVLC$95 − $15 = $80

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CVLC, SCHV, SPY

Today

77.6%most shared, CVLC and SPY

CVLCSCHVSPY

CVLC—40.3%77.6%

SCHV40.3%—42.8%

SPY77.6%42.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.2%SCHV, at 12.0% volatility

SCHVWorst drop−6.9%12.0% vol

SPYWorst drop−8.9%13.8% vol

CVLCWorst drop−9.6%14.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVCVLC

+18.8%Year to date+11.1%

1.8%Yield0.9%

+22.2%Past year+13.1%

0.04%Fee0.15%

4–0SCHV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CVLC, SCHV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three