CVMC vs VIG

ACVMC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common11.2%CVMC and VIG

CVMC

VIG

Calvert US Mid-Cap Core Responsible Index ETF · $114MVanguard Dividend Appreciation ETF · $109B

+21.9%3 years · per year$18,126 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.16%12-mo yield$116 · $144 on $10k1.44%

−9.3%Worst dropSmaller wins−7.9%

14.2%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · VIG

0.6%AJG0.3%

0.5%FAST0.3%

0.5%GWW0.2%

0.6%NUE0.2%

Held in common11.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCVMCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.16%1.44%

5 years, per year[…]+11.2%

3 years, per year+21.9%+20.6%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y14.2%10.2%

4–1measures won
VIG first

11.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

11.2%most shared, CVMC and VIG

CVMCVIG

CVMC—11.2%

VIG11.2%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CVMC$116 − $15 = $101

KeptFee

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