CVMC vs VTV

ACVMC

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common14.5%CVMC and VTV

CVMC

VTV

Calvert US Mid-Cap Core Responsible Index ETF · $116MVanguard Morningstar Value ETF · $184B

+20.0%3 years · per year$17,284 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

1.20%12-mo yield$120 · $187 on $10k1.87%

−9.3%Worst dropSmaller wins−6.4%

14.5%VolatilityLower wins10.7%

0–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · VTV

0.5%HPE0.3%

0.6%TGT0.3%

0.4%KEYS0.2%

0.6%AJG0.2%

Held in common14.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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 VTV

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureCVMCVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.20%1.87%

5 years, per year[…]+12.0%

3 years, per year+20.0%+20.9%

Worst drop · 1Y−9.3%−6.4%

Volatility · 1Y14.5%10.7%

5–0measures won
VTV first

14.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CVMC, VTV

Today

14.5%most shared, CVMC and VTV

CVMCVTV

CVMC—14.5%

VTV14.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

CVMC$120 − $15 = $105

KeptFee

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