CDEI vs SCHX

ACDEI

BSCHX

Measures won1–4SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SCHX $17,217

Lowest cost0.03%SCHX · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · 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 · $72.9B

+21.8%3 years · per year$18,085 · $19,063+24.0%

[…]5 years · per year[…] · $17,217+11.5%

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

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

−9.9%Worst dropSmaller wins−9.0%

12.8%VolatilityLower wins12.9%

1–4SCHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDEI · SCHX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
3	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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
3	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 3, 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

$17,217

MeasureCDEISCHX

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield0.95%1.05%

5 years, per year[…]+11.5%

3 years, per year+21.8%+24.0%

Worst drop · 1Y−9.9%−9.0%

Volatility · 1Y12.8%12.9%

4–1measures won
SCHX first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CDEI, SCHX, VOO

Today

91.3%most shared, SCHX and VOO

CDEISCHXVOO

CDEI—[…][…]

SCHX[…]—91.3%

VOO[…]91.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SCHX$105 − $3 = $102

CDEI$95 − $14 = $81

KeptFee

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