SCHG vs CVLC

ASCHG

BCVLC

Measures won2–3CVLC wins · of 6 · 5Y

$10,000 · 5Y$16,814SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income0.97%CVLC · $97 on $10k

Smallest drop−9.6%CVLC · worst fall in 1Y

Held in common53.1%SCHG and CVLC

SCHG

CVLC

Schwab U.S. Large-Cap Growth ETF · $59.7BCalvert US Large-Cap Core Responsible Index ETF · $965M

+22.7%3 years · per year$18,452 · $18,028+21.7%

+11.0%5 years · per year$16,814 · […][…]

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

0.42%12-mo yield$42 · $97 on $10k0.97%

−15.0%Worst dropSmaller wins−9.6%

17.8%VolatilityLower wins14.3%

2–3CVLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · CVLC

12.6%AAPL7.6%

11.0%NVDA6.4%

10.0%MSFT6.0%

4.2%GOOGL4.6%

Held in common53.1%

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	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
2	BCVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk		0.15%	0.97%	+0.2%	+8.9%	+10.0%	+21.7%	new	−9.6%	$965M

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	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
2	BCVLC	Calvert US Large-Cap Core Responsible Index ETFRead Desk		0.15%	0.97%	+0.2%	+8.9%	+10.0%	+21.7%	new	−9.6%	$965M

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

SCHG vs CVLC

SCHG

Schwab U.S. Large-Cap Growth

$16,814

CVLC

Calvert US Large-Cap Core Responsible Index

[…]

MeasureSCHGCVLC

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield0.42%0.97%

5 years, per year+11.0%[…]

3 years, per year+22.7%+21.7%

Worst drop · 1Y−15.0%−9.6%

Volatility · 1Y17.8%14.3%

3–2measures won
CVLC first

53.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHG, CVLC

Today

53.1%most shared, SCHG and CVLC

SCHGCVLC

SCHG—53.1%

CVLC53.1%—

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

Income After Fees on $10,000

$82most kept, CVLC

CVLC$97 − $15 = $82

SCHG$42 − $4 = $38

KeptFee

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