CVLC vs SCHV

ACVLC

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,751SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common40.1%CVLC and SCHV

CVLC

SCHV

Calvert US Large-Cap Core Responsible Index ETF · $990MSchwab U.S. Large-Cap Value ETF · $15.9B

+24.2%3 years · per year$19,145 · $18,218+22.1%

[…]5 years · per year[…] · $16,751+10.9%

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

0.93%12-mo yield$93 · $178 on $10k1.78%

−9.6%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.4%

1–4SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVLC · SCHV

1.4%JPM3.0%

0.9%ABBV1.7%

0.9%WMT1.8%

0.7%KO1.2%

Held in common40.1%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
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 SCHV

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,751

MeasureCVLCSCHV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.93%1.78%

5 years, per year[…]+10.9%

3 years, per year+24.2%+22.1%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y13.6%11.4%

4–1measures won
SCHV first

40.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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, SCHV

Today

40.1%most shared, CVLC and SCHV

CVLCSCHV

CVLC—40.1%

SCHV40.1%—

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

CVLC$93 − $15 = $78

KeptFee

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