CVLC vs SCHV

ACVLC

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · SCHV $16,248

Lowest cost0.04%SCHV · $4 on $10k

Most income1.81%SCHV · $181 on $10k

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

Held in common40.3%CVLC and SCHV

Calvert US Large-Cap Core Responsible Index ETF · $965MSchwab U.S. Large-Cap Value ETF · $15.7B

+21.3%3 years · per year$17,840 · $17,207+19.8%

[…]5 years · per year[…] · $16,248+10.2%

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

0.95%12-mo yield$95 · $181 on $10k

Cards for this view

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,248

MeasureCVLCSCHV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.95%1.81%

5 years, per year[…]+10.2%

3 years, per year+21.3%+19.8%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.4%

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+0.1%	+18.8%	+22.2%	+19.8%	+10.2%	−6.9%	$15.7B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.95%	−0.4%	+11.1%	+13.1%	+21.3%	new	−9.6%	$965M

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+0.1%	+18.8%	+22.2%	+19.8%	+10.2%	−6.9%	$15.7B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.95%	−0.4%	+11.1%	+13.1%	+21.3%	new	−9.6%	$965M

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