CVMC vs VO

ACVMC

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common46.6%CVMC and VO

CVMC

Calvert US Mid-Cap Core Responsible Index ETF · $114MVanguard Morningstar Mid-Cap ETF · $103B

+21.5%3 years · per year$17,919 · $17,496+20.5%

[…]5 years · per year[…] · $13,977+6.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $135 on $10k1.35%

−9.3%Worst dropSmaller wins−8.2%

14.1%VolatilityLower wins12.4%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVMC · VO

0.6%TGT0.7%

0.6%HPE0.8%

0.6%AJG0.6%

0.5%GWW0.6%

Held in common46.6%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	0.0%	+19.8%	+21.9%	+21.5%	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.18%	0.0%	+19.8%	+21.9%	+21.5%	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 VO

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

Vanguard Morningstar Mid-Cap

$13,977

MeasureCVMCVO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.18%1.35%

5 years, per year[…]+6.9%

3 years, per year+21.5%+20.5%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y14.1%12.4%

4–1measures won
VO first

46.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: CVMC, VO, VTV

Today

46.6%most shared, CVMC and VO

CVMCVOVTV

CVMC—46.6%14.3%

VO46.6%—28.5%

VTV14.3%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

CVMC$118 − $15 = $103

KeptFee

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