Compare · 2 funds side by side · dividends reinvested

CVMC and VOO

CVMCEaton Vance×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

CVMC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

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%$114M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: CVMC 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CVMC

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

CVMCMeasureVOO

+19.8%Year to dateJan 1 → Nov 3+11.5%

+21.9%1 yearTotal return+11.9%

+21.5%3 years · per year$10,000 became $17,919 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

1.18%Trailing 12-mo yield$118 · $107 a year on $10k1.07%

−9.3%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer12.7%

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

3–4VOO 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 VOO: Top 5 Holdings

Today

CVMC

3.1%in top 5

VOO

in top 528.3%

CVMCStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.7%MRNAnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%HPEnot top 5

0.6%KMBnot top 5

Held in common9.2%

End-of-day Nov 3, 2026 · share of each fund

CVMC vs VOO Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

VOOVanguard

+11.9%

past year

CVMCVOOFaded: behind in that period

2–1CVMC wins

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

Stocks vs Core: CVMC vs VOO

YTD

Eaton VanceCVMC

+19.8%

VOOVanguard

+11.5%

+19.8%Year to date+11.5%

−9.3%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y12.7%

1.2%Yield1.1%

$114MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: CVMC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CVMC0.15%$15

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

Yields: CVMC, VOO

1.18%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.18%$118

VOO1.07%$107

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

CVMC$118 − $15 = $103

KeptFee

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

Overlap: CVMC, VOO

Today

9.2%most shared, CVMC and VOO

CVMCVOO

CVMC—9.2%

VOO9.2%—

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

VOOWorst drop−8.9%12.7% vol

CVMCWorst drop−9.3%14.1% vol

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

Paid More vs Made More

YTD

CVMCVOO

+19.8%Year to date+11.5%

1.2%Yield1.1%

+21.9%Past year+11.9%

0.15%Fee0.03%

3–1CVMC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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