CDEI vs SCHV

ACDEI

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,274SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.80%SCHV · $180 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common[…]CDEI and SCHV

CDEI

SCHV

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF · $19MSchwab U.S. Large-Cap Value ETF · $15.8B

+21.8%3 years · per year$18,085 · $17,405+20.3%

[…]5 years · per year[…] · $16,274+10.2%

0.14%Expense ratio$14 · $4 on $10k · lower wins0.04%

0.95%12-mo yield$95 · $180 on $10k1.80%

−9.9%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.80%	−0.6%	+19.2%	+21.2%	+20.3%	+10.2%	−6.9%	$15.8B
2	ACDEI	Calvert US Large-Cap Diversity, Equity And Inclusion Index ETFRead Desk		0.14%	0.95%	0.0%	+14.2%	+15.7%	+21.8%	new	−9.9%	$19M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.80%	−0.6%	+19.2%	+21.2%	+20.3%	+10.2%	−6.9%	$15.8B
2	ACDEI	Calvert US Large-Cap Diversity, Equity And Inclusion Index ETFRead Desk		0.14%	0.95%	0.0%	+14.2%	+15.7%	+21.8%	new	−9.9%	$19M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CDEI vs SCHV

CDEI

Calvert US Large-Cap Diversity, Equity And Inclusion Index

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,274

MeasureCDEISCHV

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.95%1.80%

5 years, per year[…]+10.2%

3 years, per year+21.8%+20.3%

Worst drop · 1Y−9.9%−6.9%

Volatility · 1Y12.8%

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CDEI vs SCHV

Both

Both

$10,000 in CDEI, SCHV

Overlap: CDEI, SCHV

CDEI vs SCHV

VTV vs SCHV

SCHD vs VIG

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Overlap: CDEI, SCHV

Income After Fees on $10,000