Compare · 3 funds side by side · dividends reinvested

CVLC, SCHX and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,060SPY · best of the three

02 / 04

CVLC, SCHX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+12.9%+12.8%+24.1%+11.9%−9.0%13.0%$74.3B2.1

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.93%+13.7%+14.0%+24.2%[…]−9.6%13.6%$990M2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVLC 2023 · SCHX 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Large-Cap Core Responsible Index ETF · $990M[…]

CVLC

SCHX

Schwab U.S. Large-Cap ETF · $74.3B$17,574

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

CVLCMeasureSCHX

+13.7%Year to dateJan 1 → Nov 4+12.9%

+14.0%1 yearTotal return+12.8%

+24.2%3 years · per year$10,000 became $19,145 · $19,124+24.1%

[…]5 years · per year$10,000 became […] · $17,574+11.9%

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

0.93%Trailing 12-mo yield$93 · $104 a year on $10k1.04%

−9.6%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer13.0%

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

3–4SCHX wins

End-of-day Nov 4, 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

28.0%in top 5

SCHX

in top 525.8%

CVLCStockSCHX

7.0%NVDA7.2%

7.1%AAPL7.0%

5.6%MSFT5.6%

4.5%GOOGL2.4%

3.7%AMZN3.6%

Held in common78.2%

End-of-day Nov 4, 2026 · share of each fund

CVLC vs SCHX Returns, Every Period

Eaton VanceCVLC

+14.0%

past year

SCHXSchwab

+12.8%

past year

CVLCSCHXFaded: behind in that period

3–0CVLC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CVLC vs SCHX

YTD

Eaton VanceCVLC

+13.7%

SCHXSchwab

+12.9%

+13.7%Year to date+12.9%

−9.6%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y13.0%

0.9%Yield1.0%

$990MAssets$74.3B

3–1SCHX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVLC, SCHX, SPY

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SPY0.09%$9

CVLC0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVLC, SCHX, SPY

1.04%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.04%$104

SPY0.99%$99

CVLC0.93%$93

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHX

SCHX$104 − $3 = $101

SPY$99 − $9 = $90

CVLC$93 − $15 = $78

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVLC, SCHX, SPY

Today

94.5%most shared, SCHX and SPY

CVLCSCHXSPY

CVLC—78.2%77.6%

SCHX78.2%—94.5%

SPY77.6%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.0%CVLC, at 13.6% volatility

SPYWorst drop−8.9%12.9% vol

SCHXWorst drop−9.0%13.0% vol

CVLCWorst drop−9.6%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHXCVLC

+12.9%Year to date+13.7%

1.0%Yield0.9%

+12.8%Past year+14.0%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026