CVMC vs VIG

ACVMC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common11.2%CVMC and VIG

Calvert US Mid-Cap Core Responsible Index ETF · $119MVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,991 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

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

1.18%12-mo yield$118 · $145 on $10k

Cards for this view

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureCVMCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.18%1.45%

5 years, per year[…]+10.7%

3 years, per year+19.3%+18.9%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y14.7%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	−1.1%	+20.0%	+21.0%	+19.3%	new	−9.3%	$119M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	−1.1%	+20.0%	+21.0%	+19.3%	new	−9.3%	$119M

Loading…