CVMC vs VOO

ACVMC

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · SPY $17,337

Lowest cost0.03%VOO · $3 on $10k

Most income1.18%CVMC · $118 on $10k

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

Held in common9.3%CVMC and VOO

Calvert US Mid-Cap Core Responsible Index ETF · $119MVanguard S&P 500 ETF · $1.00T

+19.3%3 years · per year$16,991 · $18,015+21.7%

[…]5 years · per year[…] · $17,393+11.7%

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

1.18%12-mo yield$118 · $107 on $10k

Cards for this view

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VOO

Vanguard S&P 500

$17,393

MeasureCVMCVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.18%1.07%

5 years, per year[…]+11.7%

3 years, per year+19.3%+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.7%

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
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

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
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

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