Compare · 3 funds side by side · dividends reinvested

CVMC, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

CVMC, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.17%+20.7%+24.1%+20.2%[…]−9.3%14.7%$116M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: CVMC 2023 · IVV 2000 · SPY 1993

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 · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

CVMCMeasureIVV

+20.7%Year to dateJan 1 → Nov 9+11.3%

+24.1%1 yearTotal return+13.6%

+20.2%3 years · per year$10,000 became $17,384 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

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

1.17%Trailing 12-mo yield$117 · $111 a year on $10k1.11%

−9.3%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.8%

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

3–4IVV wins

End-of-day Nov 9, 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 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.9%MRNAnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%KMBnot top 5

0.6%GWWnot top 5

Held in common10.3%

End-of-day Nov 9, 2026 · share of each fund

CVMC vs IVV Returns, Every Period

Eaton VanceCVMC

+24.1%

past year

IVViShares

+13.6%

past year

CVMCIVVFaded: behind in that period

2–1CVMC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CVMC vs IVV

YTD

Eaton VanceCVMC

+20.7%

IVViShares

+11.3%

+20.7%Year to date+11.3%

−9.3%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.8%

1.2%Yield1.1%

$116MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CVMC0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CVMC, IVV, SPY

1.17%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.17%$117

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

CVMC$117 − $15 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CVMC, IVV, SPY

Today

99.9%most shared, IVV and SPY

CVMCIVVSPY

CVMC—10.3%10.3%

IVV10.3%—99.9%

SPY10.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.1%CVMC, at 14.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

CVMCWorst drop−9.3%14.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIVV

+20.7%Year to date+11.3%

1.2%Yield1.1%

+24.1%Past year+13.6%

0.15%Fee0.03%

3–1CVMC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026