Compare · 2 funds side by side · dividends reinvested

CVLC and SPY

CVLCEaton Vance×SPYSPDR×

Versus in desk

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

02 / 04

CVLC 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%$805B1.4

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%$990M1.6

Rank among the two1st → 2ndFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CVLC

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 77.6% in common

CVLCMeasureSPY

+13.7%Year to dateJan 1 → Nov 4+13.3%

+14.0%1 yearTotal return+13.4%

+24.2%3 years · per year$10,000 became $19,145 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.93%Trailing 12-mo yield$93 · $99 a year on $10k0.99%

−9.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

3–4SPY 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 SPY: Top 5 Holdings

Today

CVLC

28.0%in top 5

SPY

in top 527.3%

CVLCStockSPY

7.0%NVDA7.7%

7.1%AAPL7.4%

5.6%MSFT5.9%

4.5%GOOGL2.5%

3.7%AMZN3.8%

Held in common77.6%

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

CVLC vs SPY Returns, Every Period

Eaton VanceCVLC

+14.0%

past year

SPYSPDR

+13.4%

past year

CVLCSPYFaded: behind in that period

3–0CVLC wins

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

CVLC vs SPY

YTD

Eaton VanceCVLC

+13.7%

SPYSPDR

+13.3%

+13.7%Year to date+13.3%

−9.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.9%Yield1.0%

$990MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: CVLC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CVLC0.15%$15

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

Yields: CVLC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

CVLC0.93%$93

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CVLC$93 − $15 = $78

KeptFee

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

Overlap: CVLC, SPY

Today

77.6%most shared, CVLC and SPY

CVLCSPY

CVLC—77.6%

SPY77.6%—

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

Return vs Bumpiness: 2 ETFs

+14.0%CVLC, at 13.6% volatility

SPYWorst drop−8.9%12.9% 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

SPYCVLC

+13.3%Year to date+13.7%

1.0%Yield0.9%

+13.4%Past year+14.0%

0.09%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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