Compare · 3 funds side by side · dividends reinvested

CVLC, SCHX and IVV

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

02 / 04

CVLC, SCHX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.3

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.0B2.1

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%$1.0B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVLC 2023 · SCHX 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CVLC

SCHX

Schwab U.S. Large-Cap ETF · $71.0B$16,684

$10,000 five years ago, dividends reinvested · they hold 78.2% in common

CVLCMeasureSCHX

+8.9%Year to dateJan 1 → Nov 6+8.4%

+10.0%1 yearTotal return+9.3%

+21.7%3 years · per year$10,000 became $18,028 · $18,059+21.8%

[…]5 years · per year$10,000 became […] · $16,684+10.8%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.97%Trailing 12-mo yield$97 · $108 a year on $10k1.08%

−9.6%Worst dropSmaller is better−9.0%

14.3%VolatilityLower is calmer13.7%

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

2–5SCHX 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 SCHX: Top 5 Holdings

Today

CVLC

28.6%in top 5

SCHX

in top 526.3%

CVLCStockSCHX

7.6%AAPL7.5%

6.4%NVDA6.6%

6.0%MSFT5.9%

4.6%GOOGL2.5%

4.0%AMZN3.8%

Held in common78.2%

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

CVLC vs SCHX Returns, Every Period

Eaton VanceCVLC

+10.0%

past year

SCHXSchwab

+9.3%

past year

CVLCSCHXFaded: behind in that period

2–1CVLC wins

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

CVLC vs IVV

YTD

Eaton VanceCVLC

+8.9%

IVViShares

+8.7%

+8.9%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

1.0%Yield1.1%

$1.0BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: CVLC, SCHX, IVV

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IVV0.03%$3

CVLC0.15%$15

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

Yields: CVLC, SCHX, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SCHX1.08%$108

CVLC0.97%$97

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

CVLC$97 − $15 = $82

KeptFee

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

Overlap: CVLC, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

CVLCSCHXIVV

CVLC—78.2%77.6%

SCHX78.2%—94.6%

IVV77.6%94.6%—

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

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% 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

IVVCVLC

+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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026