CVMC vs SPYM

ACVMC

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.16%CVMC · $116 on $10k

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

Held in common10.0%CVMC and SPYM

CVMC

SPYM

Calvert US Mid-Cap Core Responsible Index ETF · $114MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.9%3 years · per year$18,126 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.16%12-mo yield$116 · $101 on $10k1.01%

−9.3%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · SPYM

0.8%MRNA0.1%

0.6%HPE0.1%

0.6%TGT0.1%

0.6%AJG0.1%

Held in common10.0%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.16%	+1.8%	+22.0%	+24.6%	+21.9%	new	−9.3%	$114M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.16%	+1.8%	+22.0%	+24.6%	+21.9%	new	−9.3%	$114M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVMC vs SPYM

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCVMCSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.16%1.01%

5 years, per year[…]+12.6%

3 years, per year+21.9%+24.3%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.2%12.8%

4–1measures won
SPYM first

10.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CVMC, SPYM

Today

10.0%most shared, CVMC and SPYM

CVMCSPYM

CVMC—10.0%

SPYM10.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, CVMC

CVMC$116 − $15 = $101

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee