CVMC vs SPY

ACVMC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.20%CVMC · $120 on $10k

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

Held in common10.2%CVMC and SPY

CVMC

SPY

Calvert US Mid-Cap Core Responsible Index ETF · $114MState Street SPDR S&P 500 ETF · $805B

+20.3%3 years · per year$17,413 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

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

1.20%12-mo yield$120 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · SPY

0.8%MRNA0.1%

0.6%TGT0.1%

0.6%AJG0.1%

0.6%KMB0.1%

Held in common10.2%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−3.2%	+18.2%	+21.5%	+20.3%	new	−9.3%	$114M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−3.2%	+18.2%	+21.5%	+20.3%	new	−9.3%	$114M

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

Cards for this view

CVMC vs SPY

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

SPY

SPDR S&P 500

$17,099

MeasureCVMCSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.20%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.3%+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.5%13.6%

4–1measures won
SPY first

10.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CVMC, SPY

Today

10.2%most shared, CVMC and SPY

CVMCSPY

CVMC—10.2%

SPY10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, CVMC

CVMC$120 − $15 = $105

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee