CVLC vs SCHX

ACVLC

BSCHX

Measures won0–4SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · SCHX $17,217

Lowest cost0.03%SCHX · $3 on $10k

Most income1.05%SCHX · $105 on $10k

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

Held in common78.0%CVLC and SCHX

CVLC

SCHX

Calvert US Large-Cap Core Responsible Index ETF · $986MSchwab U.S. Large-Cap ETF · $72.9B

+24.0%3 years · per year$19,054 · $19,063+24.0%

[…]5 years · per year[…] · $17,217+11.5%

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

0.94%12-mo yield$94 · $105 on $10k1.05%

−9.6%Worst dropSmaller wins−9.0%

13.4%VolatilityLower wins12.9%

0–4SCHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVLC · SCHX

7.3%AAPL7.2%

6.9%NVDA7.1%

5.5%MSFT5.5%

3.7%AMZN3.5%

Held in common78.0%

End-of-day Nov 3, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.94%	+0.4%	+11.7%	+12.2%	+24.0%	new	−9.6%	$986M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
3	ACVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk	0.15%	0.94%	+0.4%	+11.7%	+12.2%	+24.0%	new	−9.6%	$986M

End-of-day Nov 3, 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

$17,217

MeasureCVLCSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.94%1.05%

5 years, per year[…]+11.5%

3 years, per year+24.0%+24.0%

Worst drop · 1Y−9.6%−9.0%

Volatility · 1Y13.4%12.9%

4–0measures won
SCHX first

78.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CVLC, SCHX, SPY

Today

94.2%most shared, SCHX and SPY

CVLCSCHXSPY

CVLC—78.0%76.6%

SCHX78.0%—94.2%

SPY76.6%94.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

SPY$101 − $9 = $92

CVLC$94 − $15 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee