CVLC vs SCHV

ACVLC

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHV $16,047

Lowest cost0.03%IVV · $3 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common40.7%CVLC and SCHV

CVLC

SCHV

Calvert US Large-Cap Core Responsible Index ETF · $1.0BSchwab U.S. Large-Cap Value ETF · $15.4B

+21.7%3 years · per year$18,028 · $17,361+20.2%

[…]5 years · per year[…] · $16,047+9.9%

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

0.97%12-mo yield$97 · $185 on $10k1.85%

−9.6%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.8%

1–4SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVLC · SCHV

1.5%JPM3.0%

0.9%ABBV1.7%

0.9%WMT1.9%

0.7%KO1.2%

Held in common40.7%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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%	$1.0B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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%	$1.0B

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 SCHV

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureCVLCSCHV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.97%1.85%

5 years, per year[…]+9.9%

3 years, per year+21.7%+20.2%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.3%11.8%

4–1measures won
SCHV first

40.7%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CVLC, SCHV, IVV

Today

77.6%most shared, CVLC and IVV

CVLCSCHVIVV

CVLC—40.7%77.6%

SCHV40.7%—43.3%

IVV77.6%43.3%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

CVLC$97 − $15 = $82

KeptFee

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