Compare · 2 funds side by side · dividends reinvested

CVMC and IVV

CVMCEaton Vance×IVViShares×

Versus in desk

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

02 / 04

CVMC 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%$850B1.4

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.20%+17.8%+20.1%+20.0%[…]−9.3%14.5%$116M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $116M[…]

CVMC

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

CVMCMeasureIVV

+17.8%Year to dateJan 1 → Nov 6+8.7%

+20.1%1 yearTotal return+9.8%

+20.0%3 years · per year$10,000 became $17,284 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.20%Trailing 12-mo yield$120 · $114 a year on $10k1.14%

−9.3%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

3–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVMC vs IVV: Top 5 Holdings

Today

CVMC

3.3%in top 5

IVV

in top 527.8%

CVMCStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.8%MRNAnot top 5

0.6%AJGnot top 5

0.6%TGTnot top 5

0.6%KMBnot top 5

0.6%GWWnot top 5

Held in common10.4%

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

CVMC vs IVV Returns, Every Period

Eaton VanceCVMC

+20.1%

past year

IVViShares

+9.8%

past year

CVMCIVVFaded: behind in that period

2–1CVMC wins

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

Stocks vs Core: CVMC vs IVV

YTD

Eaton VanceCVMC

+17.8%

IVViShares

+8.7%

+17.8%Year to date+8.7%

−9.3%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

1.2%Yield1.1%

$116MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: CVMC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CVMC0.15%$15

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

Yields: CVMC, IVV

1.20%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.20%$120

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CVMC$120 − $15 = $105

KeptFee

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

Overlap: CVMC, IVV

Today

10.4%most shared, CVMC and IVV

CVMCIVV

CVMC—10.4%

IVV10.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.1%CVMC, at 14.5% volatility

IVVWorst drop−8.9%13.6% vol

CVMCWorst drop−9.3%14.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIVV

+17.8%Year to date+8.7%

1.2%Yield1.1%

+20.1%Past year+9.8%

0.15%Fee0.03%

3–1CVMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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