CVMC vs IWF

ACVMC

BIWF

Measures won5–0CVMC wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.15%CVMC · $15 on $10k

Most income1.20%CVMC · $120 on $10k

Smallest drop−9.3%CVMC · worst fall in 1Y

Held in common5.9%CVMC and IWF

CVMC

IWF

Calvert US Mid-Cap Core Responsible Index ETF · $116MiShares Russell 1000 Growth ETF · $115B

+20.0%3 years · per year$17,284 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.20%12-mo yield$120 · $39 on $10k0.39%

−9.3%Worst dropSmaller wins−14.6%

14.5%VolatilityLower wins19.4%

5–0CVMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · IWF

0.5%ADSK0.2%

0.6%GWW0.2%

0.5%FAST0.2%

0.5%NTRA0.2%

Held in common5.9%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

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

CVMC vs IWF

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureCVMCIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.20%0.39%

5 years, per year[…]+9.1%

3 years, per year+20.0%+19.4%

Worst drop · 1Y−9.3%−14.6%

Volatility · 1Y14.5%19.4%

5–0measures won
CVMC first

5.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CVMC, IWF

Today

5.9%most shared, CVMC and IWF

CVMCIWF

CVMC—5.9%

IWF5.9%—

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

Income After Fees on $10,000

$105most kept, CVMC

CVMC$120 − $15 = $105

IWF$39 − $18 = $21

KeptFee

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