Compare · 2 funds side by side · dividends reinvested

SCHG and CVLC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,814SCHG · best of the two

02 / 04

SCHG and CVLC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Large-Cap Core Responsible Index ETFLow-Cost Core · US large cap0.15%0.97%+8.9%+10.0%+21.7%[…]−9.6%14.3%$963M1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.7B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHG 2009 · CVLC 2023

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Growth ETF · $59.7B$16,814

SCHG

CVLC

Calvert US Large-Cap Core Responsible Index ETF · $963M[…]

$10,000 five years ago, dividends reinvested · they hold 53.1% in common

SCHGMeasureCVLC

+1.9%Year to dateJan 1 → Nov 6+8.9%

+0.9%1 yearTotal return+10.0%

+22.7%3 years · per year$10,000 became $18,452 · $18,028+21.7%

+11.0%5 years · per year$10,000 became $16,814 · […][…]

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

0.42%Trailing 12-mo yield$42 · $97 a year on $10k0.97%

−15.0%Worst dropSmaller is better−9.6%

17.8%VolatilityLower is calmer14.3%

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

2–5CVLC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHG vs CVLC: Top 5 Holdings

Today

SCHG

44.2%in top 5

CVLC

in top 528.6%

SCHGStockCVLC

12.6%AAPL7.6%

11.0%NVDA6.4%

10.0%MSFT6.0%

6.4%AMZN4.0%

4.2%GOOGL4.6%

Held in common53.1%

End-of-day Nov 6, 2026 · share of each fund

SCHG vs CVLC Returns, Every Period

SchwabSCHG

+0.9%

past year

CVLCEaton Vance

+10.0%

past year

SCHGCVLCFaded: behind in that period

1–2CVLC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHG vs CVLC

YTD

SchwabSCHG

+1.9%

CVLCEaton Vance

+8.9%

+1.9%Year to date+8.9%

−15.0%Worst drop · 1Y−9.6%

17.8%Volatility · 1Y14.3%

0.4%Yield1.0%

$59.7BAssets$963M

4–0CVLC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHG, CVLC

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

CVLC0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHG, CVLC

0.97%highest, CVLC

FundTrailing yieldYield$10k

CVLC0.97%$97

SCHG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, CVLC

CVLC$97 − $15 = $82

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHG, CVLC

Today

53.1%most shared, SCHG and CVLC

SCHGCVLC

SCHG—53.1%

CVLC53.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.0%CVLC, at 14.3% volatility

CVLCWorst drop−9.6%14.3% vol

SCHGWorst drop−15.0%17.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVLCSCHG

+8.9%Year to date+1.9%

1.0%Yield0.4%

+10.0%Past year+0.9%

0.15%Fee0.04%

3–1CVLC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026