CVMC vs IVV

ACVMC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.17%CVMC · $117 on $10k

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

Held in common10.3%CVMC and IVV

CVMC

IVV

Calvert US Mid-Cap Core Responsible Index ETF · $116MiShares Core S&P 500 ETF · $875B

+20.2%3 years · per year$17,384 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

1.17%12-mo yield$117 · $111 on $10k1.11%

−9.3%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.8%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVMC · IVV

0.9%MRNA0.1%

0.6%AJG0.1%

0.6%TGT0.1%

0.6%KMB0.1%

Held in common10.3%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.17%	+2.5%	+20.7%	+24.1%	+20.2%	new	−9.3%	$116M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.17%	+2.5%	+20.7%	+24.1%	+20.2%	new	−9.3%	$116M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVMC vs IVV

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

IVV

iShares Core S&P 500

$17,545

MeasureCVMCIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.17%1.11%

5 years, per year[…]+11.9%

3 years, per year+20.2%+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.7%13.8%

4–1measures won
IVV first

10.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CVMC, IVV, SPY

Today

99.9%most shared, IVV and SPY

CVMCIVVSPY

CVMC—10.3%10.3%

IVV10.3%—99.9%

SPY10.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

CVMC$117 − $15 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee