Compare · 2 funds side by side · dividends reinvested

CVMC and IJH

CVMCEaton Vance×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

CVMC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.18%+19.8%+21.9%+21.5%[…]−9.3%14.1%$114M1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CVMC 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $114M[…]

CVMC

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

CVMCMeasureIJH

+19.8%Year to dateJan 1 → Nov 3+13.2%

+21.9%1 yearTotal return+15.7%

+21.5%3 years · per year$10,000 became $17,919 · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.18%Trailing 12-mo yield$118 · $122 a year on $10k1.22%

−9.3%Worst dropSmaller is better−8.8%

14.1%VolatilityLower is calmer15.0%

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

4–3CVMC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVMC vs IJH: Top 5 Holdings

Today

CVMC

3.1%in top 5

IJH

in top 53.9%

CVMCStockIJH

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

0.7%MRNAnot top 5

not top 5ENTG0.7%

not top 5ATI0.7%

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%HPEnot top 5

0.6%KMBnot top 5

Held in common23.7%

End-of-day Nov 3, 2026 · share of each fund

CVMC vs IJH Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

IJHiShares

+15.7%

past year

CVMCIJHFaded: behind in that period

3–0CVMC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVMC vs IJH

YTD

Eaton VanceCVMC

+19.8%

IJHiShares

+13.2%

+19.8%Year to date+13.2%

−9.3%Worst drop · 1Y−8.8%

14.1%Volatility · 1Y15.0%

1.2%Yield1.2%

$114MAssets$125B

2–1CVMC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CVMC0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVMC, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

CVMC1.18%$118

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

CVMC$118 − $15 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVMC, IJH

Today

23.7%most shared, CVMC and IJH

CVMCIJH

CVMC—23.7%

IJH23.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%CVMC, at 14.1% volatility

CVMCWorst drop−9.3%14.1% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHCVMC

+13.2%Year to date+19.8%

1.2%Yield1.2%

+15.7%Past year+21.9%

0.05%Fee0.15%

2–1CVMC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026