CVMC vs SCHD

ACVMC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.9%CVMC and SCHD

CVMC

SCHD

Calvert US Mid-Cap Core Responsible Index ETF · $116MSchwab U.S. Dividend Equity ETF · $120B

+20.2%3 years · per year$17,384 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.17%12-mo yield$117 · $296 on $10k2.96%

−9.3%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVMC · SCHD

0.6%TGT1.7%

0.6%KMB0.9%

0.5%FAST1.5%

0.4%FITB1.2%

Held in common5.9%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 SCHD

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCVMCSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.17%2.96%

5 years, per year[…]+10.5%

3 years, per year+20.2%+19.6%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y14.7%11.8%

4–1measures won
SCHD first

5.9%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: CVMC, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CVMCSCHDVIG

CVMC—5.9%11.2%

SCHD5.9%—14.5%

VIG11.2%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CVMC$117 − $15 = $102

KeptFee

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