Compare · 3 funds side by side · dividends reinvested

CVLC, SCHV 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, SCHV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B1.5

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%$1.00T1.9

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%$1.0B2.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Large-Cap Core Responsible Index ETF · $1.0B[…]

CVLC

SCHV

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

CVLCMeasureSCHV

+8.9%Year to dateJan 1 → Nov 6+16.2%

+10.0%1 yearTotal return+20.0%

+21.7%3 years · per year$10,000 became $18,028 · $17,361+20.2%

[…]5 years · per year$10,000 became […] · $16,047+9.9%

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

0.97%Trailing 12-mo yield$97 · $185 a year on $10k1.85%

−9.6%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.8%

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

1–6SCHV 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 SCHV: Top 5 Holdings

Today

CVLC

28.6%in top 5

SCHV

in top 512.9%

CVLCStockSCHV

7.6%AAPLnot top 5

6.4%NVDAnot top 5

6.0%MSFTnot top 5

4.6%GOOGLnot top 5

4.0%AMZNnot top 5

not top 5BRK-B3.6%

not top 5JPM3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common40.7%

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

CVLC vs SCHV Returns, Every Period

Eaton VanceCVLC

+10.0%

past year

SCHVSchwab

+20.0%

past year

CVLCSCHVFaded: behind in that period

1–2SCHV wins

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

CVLC vs SCHV

YTD

Eaton VanceCVLC

+8.9%

SCHVSchwab

+16.2%

+8.9%Year to date+16.2%

−9.6%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.8%

1.0%Yield1.8%

$1.0BAssets$15.4B

4–0SCHV wins

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

Cost, Income and Risk

Fees: CVLC, SCHV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHV0.04%$4

CVLC0.15%$15

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

Yields: CVLC, SCHV, VOO

1.85%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.85%$185

VOO1.10%$110

CVLC0.97%$97

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

VOO$110 − $3 = $107

CVLC$97 − $15 = $82

KeptFee

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

Overlap: CVLC, SCHV, VOO

Today

73.7%most shared, CVLC and VOO

CVLCSCHVVOO

CVLC—40.7%73.7%

SCHV40.7%—40.4%

VOO73.7%40.4%—

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

Return vs Bumpiness: 3 ETFs

+20.0%SCHV, at 11.8% volatility

SCHVWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.5% vol

CVLCWorst drop−9.6%14.3% vol

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

Paid More vs Made More

YTD

SCHVCVLC

+16.2%Year to date+8.9%

1.8%Yield1.0%

+20.0%Past year+10.0%

0.04%Fee0.15%

4–0SCHV wins

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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$850B

0–0level

End-of-day Nov 6, 2026