CVLC vs SCHG

ACVLC

BSCHG

Measures won3–2CVLC wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · SCHG $17,288

Lowest cost0.04%SCHG · $4 on $10k

Most income1.00%SPY · $100 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common53.3%CVLC and SCHG

Calvert US Large-Cap Core Responsible Index ETF · $994MSchwab U.S. Large-Cap Growth ETF · $61.0B

+21.8%3 years · per year$18,055 · $18,515+22.8%

[…]5 years · per year[…] · $17,288+11.6%

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

0.94%12-mo yield$94 · $40 on $10k

Cards for this view

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,288

MeasureCVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.94%0.40%

5 years, per year[…]+11.6%

3 years, per year+21.8%+22.8%

Worst drop · 1Y−9.6%−15.0%

Volatility · 1Y14.4%

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.7%	+5.9%	+4.5%	+22.8%	+11.6%	−15.0%	$61.0B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.94%	+1.3%	+12.6%	+13.1%	+21.8%	new	−9.6%	$994M

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.7%	+5.9%	+4.5%	+22.8%	+11.6%	−15.0%	$61.0B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.94%	+1.3%	+12.6%	+13.1%	+21.8%	new	−9.6%	$994M

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