Compare · 2 funds side by side · dividends reinvested

CVMC and SPY

CVMCEaton Vance×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CVMC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.16%+22.0%+24.6%+21.9%[…]−9.3%14.2%$114M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVMC 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CVMC

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

CVMCMeasureSPY

+22.0%Year to dateJan 1 → Nov 4+13.3%

+24.6%1 yearTotal return+13.4%

+21.9%3 years · per year$10,000 became $18,126 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

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

1.16%Trailing 12-mo yield$116 · $99 a year on $10k0.99%

−9.3%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVMC vs SPY: Top 5 Holdings

Today

CVMC

3.1%in top 5

SPY

in top 527.3%

CVMCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.8%MRNAnot top 5

0.6%HPEnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%KMBnot top 5

Held in common10.1%

End-of-day Nov 4, 2026 · share of each fund

CVMC vs SPY Returns, Every Period

Eaton VanceCVMC

+24.6%

past year

SPYSPDR

+13.4%

past year

CVMCSPYFaded: behind in that period

2–1CVMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CVMC vs SPY

YTD

Eaton VanceCVMC

+22.0%

SPYSPDR

+13.3%

+22.0%Year to date+13.3%

−9.3%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y12.9%

1.2%Yield1.0%

$114MAssets$798B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CVMC0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVMC, SPY

1.16%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.16%$116

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, CVMC

CVMC$116 − $15 = $101

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVMC, SPY

Today

10.1%most shared, CVMC and SPY

CVMCSPY

CVMC—10.1%

SPY10.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%CVMC, at 14.2% volatility

SPYWorst drop−8.9%12.9% vol

CVMCWorst drop−9.3%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCSPY

+22.0%Year to date+13.3%

1.2%Yield1.0%

+24.6%Past year+13.4%

0.15%Fee0.09%

3–1CVMC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026