CVLC vs SPY

ACVLC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common77.6%CVLC and SPY

CVLC

SPY

Calvert US Large-Cap Core Responsible Index ETF · $990MState Street SPDR S&P 500 ETF · $805B

+24.2%3 years · per year$19,145 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.93%12-mo yield$93 · $99 on $10k0.99%

−9.6%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVLC · SPY

7.1%AAPL7.4%

7.0%NVDA7.7%

5.6%MSFT5.9%

3.7%AMZN3.8%

Held in common77.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

SPY

SPDR S&P 500

$18,060

MeasureCVLCSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.93%0.99%

5 years, per year[…]+12.6%

3 years, per year+24.2%+24.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y13.6%12.9%

4–1measures won
SPY first

77.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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, SPY

Today

77.6%most shared, CVLC and SPY

CVLCSPY

CVLC—77.6%

SPY77.6%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CVLC$93 − $15 = $78

KeptFee

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