CVMC vs IWR

ACVMC

BIWR

Measures won3–2CVMC wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IWR $14,220

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%CVMC · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common64.5%CVMC and IWR

CVMC

IWR

Calvert US Mid-Cap Core Responsible Index ETF · $114MiShares Russell Mid-Cap ETF · $58.2B

+21.5%3 years · per year$17,919 · $17,698+21.0%

[…]5 years · per year[…] · $14,220+7.3%

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

1.18%12-mo yield$118 · $115 on $10k1.15%

−9.3%Worst dropSmaller wins−8.2%

14.1%VolatilityLower wins13.4%

3–2CVMC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVMC · IWR

0.7%MRNA0.6%

0.6%HPE0.5%

0.6%NUE0.4%

0.5%FAST0.4%

Held in common64.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	0.0%	+19.8%	+21.9%	+21.5%	new	−9.3%	$114M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	0.0%	+19.8%	+21.9%	+21.5%	new	−9.3%	$114M

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

CVMC vs IWR

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

IWR

iShares Russell Mid-Cap

$14,220

MeasureCVMCIWR

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.18%1.15%

5 years, per year[…]+7.3%

3 years, per year+21.5%+21.0%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y14.1%13.4%

2–2measures won
level

64.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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: CVMC, IWR, VUG

Today

64.5%most shared, CVMC and IWR

CVMCIWRVUG

CVMC—64.5%4.2%

IWR64.5%—7.0%

VUG4.2%7.0%—

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

Income After Fees on $10,000

$103most kept, CVMC

CVMC$118 − $15 = $103

IWR$115 − $18 = $97

VUG$41 − $3 = $38

KeptFee

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