CVLC vs SCHG

ACVLC

BSCHG

Measures won3–2CVLC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHG $16,814

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common53.1%CVLC and SCHG

CVLC

SCHG

Calvert US Large-Cap Core Responsible Index ETF · $963MSchwab U.S. Large-Cap Growth ETF · $59.7B

+21.7%3 years · per year$18,028 · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

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

0.97%12-mo yield$97 · $42 on $10k0.42%

−9.6%Worst dropSmaller wins−15.0%

14.3%VolatilityLower wins17.8%

3–2CVLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVLC · SCHG

7.6%AAPL12.6%

6.4%NVDA11.0%

6.0%MSFT10.0%

4.6%GOOGL4.2%

Held in common53.1%

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.97%	+0.2%	+8.9%	+10.0%	+21.7%	new	−9.6%	$963M

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.97%	+0.2%	+8.9%	+10.0%	+21.7%	new	−9.6%	$963M

End-of-day Nov 6, 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

$16,814

MeasureCVLCSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.97%0.42%

5 years, per year[…]+11.0%

3 years, per year+21.7%+22.7%

Worst drop · 1Y−9.6%−15.0%

Volatility · 1Y14.3%17.8%

3–2measures won
CVLC first

53.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: CVLC, SCHG, VOO

Today

73.7%most shared, CVLC and VOO

CVLCSCHGVOO

CVLC—53.1%73.7%

SCHG53.1%—59.3%

VOO73.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CVLC$97 − $15 = $82

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee