CVMC vs VOE

ACVMC

BVOE

Measures won0–5VOE wins · of 6 · 5Y

$10,000 · 5Y$15,868VOE

Lowest cost0.05%VOE · $5 on $10k

Most income1.88%VOE · $188 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common32.8%CVMC and VOE

CVMC

VOE

Calvert US Mid-Cap Core Responsible Index ETF · $116MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.0%3 years · per year$17,284 · $17,411+20.3%

[…]5 years · per year[…] · $15,869+9.7%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.20%12-mo yield$120 · $188 on $10k1.88%

−9.3%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.4%

0–5VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · VOE

0.6%AJG1.0%

0.6%TGT1.2%

0.8%MRNA0.6%

0.6%D0.9%

Held in common32.8%

End-of-day Nov 6, 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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVMC vs VOE

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VOE

Vanguard Morningstar Mid-Cap Value

$15,869

MeasureCVMCVOE

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.20%1.88%

5 years, per year[…]+9.7%

3 years, per year+20.0%+20.3%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y14.5%11.4%

5–0measures won
VOE first

32.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CVMC, VOE

Today

32.8%most shared, CVMC and VOE

CVMCVOE

CVMC—32.8%

VOE32.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VOE

VOE$188 − $5 = $183

CVMC$120 − $15 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee