Compare · 2 funds side by side · dividends reinvested

CVMC and VIG

CVMCEaton Vance×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

CVMC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CVMC

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 11.2% in common

CVMCMeasureVIG

+22.0%Year to dateJan 1 → Nov 4+16.4%

+24.6%1 yearTotal return+18.9%

+21.9%3 years · per year$10,000 became $18,126 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.16%Trailing 12-mo yield$116 · $144 a year on $10k1.44%

−9.3%Worst dropSmaller is better−7.9%

14.2%VolatilityLower is calmer10.2%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

CVMC

3.1%in top 5

VIG

in top 522.1%

CVMCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common11.2%

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

CVMC vs VIG Returns, Every Period

Eaton VanceCVMC

+24.6%

past year

VIGVanguard

+18.9%

past year

CVMCVIGFaded: behind in that period

3–0CVMC wins

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

Stocks vs Income: CVMC vs VIG

YTD

Eaton VanceCVMC

+22.0%

VIGVanguard

+16.4%

+22.0%Year to date+16.4%

−9.3%Worst drop · 1Y−7.9%

14.2%Volatility · 1Y10.2%

1.2%Yield1.4%

$114MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CVMC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CVMC0.15%$15

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

Yields: CVMC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CVMC1.16%$116

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CVMC$116 − $15 = $101

KeptFee

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

Overlap: CVMC, VIG

Today

11.2%most shared, CVMC and VIG

CVMCVIG

CVMC—11.2%

VIG11.2%—

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

VIGWorst drop−7.9%10.2% 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

VIGCVMC

+16.4%Year to date+22.0%

1.4%Yield1.2%

+18.9%Past year+24.6%

0.04%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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