CVLC vs SCHX

ACVLC

BSCHX

Measures won0–5SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHX $16,684

Lowest cost0.03%SCHX · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common78.2%CVLC and SCHX

CVLC

SCHX

Calvert US Large-Cap Core Responsible Index ETF · $1.0BSchwab U.S. Large-Cap ETF · $71.0B

+21.7%3 years · per year$18,028 · $18,059+21.8%

[…]5 years · per year[…] · $16,684+10.8%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.97%12-mo yield$97 · $108 on $10k1.08%

−9.6%Worst dropSmaller wins−9.0%

14.3%VolatilityLower wins13.7%

0–5SCHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVLC · SCHX

7.6%AAPL7.5%

6.4%NVDA6.6%

6.0%MSFT5.9%

4.0%AMZN3.8%

Held in common78.2%

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.0B
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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.0B
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 SCHX

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureCVLCSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.97%1.08%

5 years, per year[…]+10.8%

3 years, per year+21.7%+21.8%

Worst drop · 1Y−9.6%−9.0%

Volatility · 1Y14.3%13.7%

5–0measures won
SCHX first

78.2%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CVLC, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

CVLCSCHXIVV

CVLC—78.2%77.6%

SCHX78.2%—94.6%

IVV77.6%94.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

CVLC$97 − $15 = $82

KeptFee

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