Compare · 2 funds side by side · dividends reinvested

CVMC and MDY

CVMCEaton Vance×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,126MDY · best of the two

02 / 04

CVMC and MDY, 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%$114M1.1

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.04%+12.9%+15.3%+18.1%+7.2%−8.8%14.9%$26.1B1.8

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 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

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

CVMC

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

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

CVMCMeasureMDY

+19.8%Year to dateJan 1 → Nov 3+12.9%

+21.9%1 yearTotal return+15.3%

+21.5%3 years · per year$10,000 became $17,919 · $16,479+18.1%

[…]5 years · per year$10,000 became […] · $14,126+7.2%

0.15%Expense ratio$15 · $23 a year on $10k · lower is better0.23%

1.18%Trailing 12-mo yield$118 · $104 a year on $10k1.04%

−9.3%Worst dropSmaller is better−8.8%

14.1%VolatilityLower is calmer14.9%

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

6–1CVMC 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 MDY: Top 5 Holdings

Today

CVMC

3.1%in top 5

MDY

in top 54.2%

CVMCStockMDY

not top 5OKTA1.1%

not top 5CASH_USD1.0%

not top 5FTI0.8%

0.7%MRNAnot top 5

not top 5UTHR0.7%

not top 5ENTG0.7%

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 MDY Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

MDYSPDR

+15.3%

past year

CVMCMDYFaded: behind in that period

3–0CVMC wins

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

CVMC vs MDY

YTD

Eaton VanceCVMC

+19.8%

MDYSPDR

+12.9%

+19.8%Year to date+12.9%

−9.3%Worst drop · 1Y−8.8%

14.1%Volatility · 1Y14.9%

1.2%Yield1.0%

$114MAssets$26.1B

3–1CVMC wins

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

Cost, Income and Risk

Fees: CVMC, MDY

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

MDY0.23%$23

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

Yields: CVMC, MDY

1.18%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.18%$118

MDY1.04%$104

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

Income After Fees on $10,000

$103most kept, CVMC

CVMC$118 − $15 = $103

MDY$104 − $23 = $81

KeptFee

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

Overlap: CVMC, MDY

Today

23.7%most shared, CVMC and MDY

CVMCMDY

CVMC—23.7%

MDY23.7%—

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

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

CVMCMDY

+19.8%Year to date+12.9%

1.2%Yield1.0%

+21.9%Past year+15.3%

0.15%Fee0.23%

4–0CVMC 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