CVLC vs SCHG

ACVLC

BSCHG

Measures won3–2CVLC wins · of 6 · 5Y

$10,000 · 5Y$17,915SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income0.93%CVLC · $93 on $10k

Smallest drop−9.6%CVLC · worst fall in 1Y

Held in common53.7%CVLC and SCHG

CVLC

SCHG

Calvert US Large-Cap Core Responsible Index ETF · $990MSchwab U.S. Large-Cap Growth ETF · $62.5B

+24.2%3 years · per year$19,145 · $19,739+25.4%

[…]5 years · per year[…] · $17,915+12.4%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.93%12-mo yield$93 · $40 on $10k0.40%

−9.6%Worst dropSmaller wins−16.0%

13.6%VolatilityLower wins16.9%

3–2CVLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVLC · SCHG

7.1%AAPL11.6%

7.0%NVDA12.0%

5.6%MSFT9.3%

4.5%GOOGL3.9%

Held in common53.7%

End-of-day Nov 4, 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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk		0.15%	0.93%	+1.8%	+13.7%	+14.0%	+24.2%	new	−9.6%	$990M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk		0.15%	0.93%	+1.8%	+13.7%	+14.0%	+24.2%	new	−9.6%	$990M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVLC vs SCHG

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,915

MeasureCVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.93%0.40%

5 years, per year[…]+12.4%

3 years, per year+24.2%+25.4%

Worst drop · 1Y−9.6%−16.0%

Volatility · 1Y13.6%16.9%

3–2measures won
CVLC first

53.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CVLC, SCHG

Today

53.7%most shared, CVLC and SCHG

CVLCSCHG

CVLC—53.7%

SCHG53.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, CVLC

CVLC$93 − $15 = $78

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee