CVMC vs VUG

ACVMC

BVUG

Measures won3–2CVMC wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.16%CVMC · $116 on $10k

Smallest drop−9.3%CVMC · worst fall in 1Y

Held in common4.2%CVMC and VUG

CVMC

VUG

Calvert US Mid-Cap Core Responsible Index ETF · $114MVanguard Morningstar Growth ETF · $233B

+21.9%3 years · per year$18,126 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

1.16%12-mo yield$116 · $40 on $10k0.40%

−9.3%Worst dropSmaller wins−16.1%

14.2%VolatilityLower wins18.2%

3–2CVMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · VUG

0.4%TER0.2%

0.5%FAST0.2%

0.5%GWW0.2%

0.5%AZO0.1%

Held in common4.2%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.16%	+1.8%	+22.0%	+24.6%	+21.9%	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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.16%	+1.8%	+22.0%	+24.6%	+21.9%	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 VUG

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureCVMCVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.16%0.40%

5 years, per year[…]+11.4%

3 years, per year+21.9%+25.4%

Worst drop · 1Y−9.3%−16.1%

Volatility · 1Y14.2%18.2%

3–2measures won
CVMC first

4.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CVMC, VUG

Today

4.2%most shared, CVMC and VUG

CVMCVUG

CVMC—4.2%

VUG4.2%—

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

Income After Fees on $10,000

$101most kept, CVMC

CVMC$116 − $15 = $101

VUG$40 − $3 = $37

KeptFee

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