CDEI vs SCHX

ACDEI

BSCHX

Measures won2–3SCHX wins · of 6 · 5Y

$10,000 · 5Y$16,778SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.05%SCHX · $105 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common[…]CDEI and SCHX

CDEI

SCHX

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF · $19MSchwab U.S. Large-Cap ETF · $73.6B

+21.8%3 years · per year$18,085 · $17,961+21.6%

[…]5 years · per year[…] · $16,892+11.1%

0.14%Expense ratio$14 · $3 on $10k · lower wins0.03%

0.95%12-mo yield$95 · $105 on $10k1.05%

−9.9%

End-of-day Nov 13, 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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	−0.4%	+11.6%	+11.5%	+21.6%	+11.1%	−9.0%	$73.6B
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 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	−0.4%	+11.6%	+11.5%	+21.6%	+11.1%	−9.0%	$73.6B
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 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CDEI vs SCHX

CDEI

Calvert US Large-Cap Diversity, Equity And Inclusion Index

[…]

SCHX

Schwab U.S. Large-Cap

$16,892

MeasureCDEISCHX

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield0.95%1.05%

5 years, per year[…]+11.1%

3 years, per year+21.8%+21.6%

Worst drop · 1Y−9.9%−9.0%

Volatility · 1Y12.8%

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CDEI vs SCHX

Both

Both

$10,000 in CDEI, SCHX

Overlap: CDEI, SCHX

CDEI vs SCHX

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: CDEI, SCHX

Income After Fees on $10,000