Compare · 3 funds side by side · dividends reinvested

CVLC, SPY 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, SPY 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%$853B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.0

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%$965M2.4

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CVLC

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

CVLCMeasureSPY

+8.9%Year to dateJan 1 → Nov 6+8.7%

+10.0%1 yearTotal return+9.7%

+21.7%3 years · per year$10,000 became $18,028 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

0.97%Trailing 12-mo yield$97 · $103 a year on $10k1.03%

−9.6%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

2–4SPY 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 SPY: Top 5 Holdings

Today

CVLC

28.6%in top 5

SPY

in top 527.8%

CVLCStockSPY

7.6%AAPL7.9%

6.4%NVDA6.9%

6.0%MSFT6.3%

4.6%GOOGL2.6%

4.0%AMZN4.0%

Held in common77.6%

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

CVLC vs SPY Returns, Every Period

Eaton VanceCVLC

+10.0%

past year

SPYSPDR

+9.7%

past year

CVLCSPYFaded: behind in that period

2–0CVLC 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%

$965MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: CVLC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CVLC0.15%$15

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

Yields: CVLC, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

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

SPY$103 − $9 = $94

CVLC$97 − $15 = $82

KeptFee

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

Overlap: CVLC, SPY, IVV

Today

99.9%most shared, SPY and IVV

CVLCSPYIVV

CVLC—77.6%77.6%

SPY77.6%—99.9%

IVV77.6%99.9%—

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

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% 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%

$178BAssets$778B

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$853B

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