Compare · 3 funds side by side · dividends reinvested

CVMC, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeCVMC · 1.17% · $117 a year on $10k

Story of the three · RiskSmallest drop

CVMC, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.1

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.17%+20.5%+23.0%+19.3%[…]−9.3%14.6%$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 10, 2026 · returns include dividends · since: CVMC 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CVMC

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

CVMCMeasure

More Ways to See the Pairs

CVMC vs SPY: Top 5 Holdings

Today

CVMC

3.3%in top 5

SPY

in top 527.3%

CVMCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: CVMC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CVMC0.15%$15

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

Yields: CVMC, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+20.5%Year to dateJan 1 → Nov 10+10.8%

+23.0%1 yearTotal return+13.0%

+19.3%3 years · per year$10,000 became $16,977 · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

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

1.17%Trailing 12-mo yield$117 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.8%

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

3–4SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common10.2%

End-of-day Nov 10, 2026 · share of each fund

CVMC vs SPY Returns, Every Period

1Y

Eaton VanceCVMC

+23.0%

past year

SPYSPDR

+13.0%

past year

CVMCSPYFaded: behind in that period

2–1CVMC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CVMC vs IVV

YTD

Eaton VanceCVMC

+20.5%

IVViShares

+10.9%

+20.5%Year to date+10.9%

−9.3%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.8%

1.2%Yield1.1%

$116MAssets$875B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.17%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.17%$117

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

CVMC$117 − $15 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CVMC, SPY, IVV

Today

99.9%most shared, SPY and IVV

CVMCSPYIVV

CVMC—10.2%10.2%

SPY10.2%—99.9%

IVV10.2%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.0%CVMC, at 14.6% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

CVMCWorst drop−9.3%14.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIVV

+20.5%Year to date+10.9%

1.2%Yield1.1%

+23.0%Past year+13.0%

0.15%Fee0.03%

3–1CVMC wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CVMC, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three