CVMC vs VUG

ACVMC

BVUG

Measures won3–2CVMC wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · IWF $15,697

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%CVMC · $118 on $10k

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

Held in common4.2%CVMC and VUG

Calvert US Mid-Cap Core Responsible Index ETF · $119MVanguard Morningstar Growth ETF · $233B

+19.3%3 years · per year$16,991 · $18,215+22.1%

[…]5 years · per year[…] · $16,326+10.3%

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

1.18%12-mo yield$118 · $41 on $10k

Cards for this view

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

VUG

Vanguard Morningstar Growth

$16,326

MeasureCVMCVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.18%0.41%

5 years, per year[…]+10.3%

3 years, per year+19.3%+22.1%

Worst drop · 1Y−9.3%−15.1%

Volatility · 1Y14.7%

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1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
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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