Compare · 3 funds side by side · dividends reinvested

ACIO, CVRD and DGRO

ACIOAptus×CVRDMadison Funds×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

ACIO, CVRD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.5

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$31M1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.6%+4.6%+15.3%+8.4%−6.6%9.9%$2.3B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ACIO 2019 · CVRD 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$14,980

ACIO

CVRD

Madison Covered Call ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

ACIOMeasureCVRD

+4.6%Year to dateJan 1 → Nov 5+6.9%

+4.6%1 yearTotal return+10.7%

+15.3%3 years · per year$10,000 became $15,333 · $12,836+8.7%

+8.4%5 years · per year$10,000 became $14,980 · […][…]

0.79%Expense ratio$79 · $90 a year on $10k · lower is better0.90%

0.40%Trailing 12-mo yield$40 · $750 a year on $10k7.50%

−6.6%Worst dropSmaller is better−5.7%

9.9%VolatilityLower is calmer9.4%

ACIOCVRD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5CVRD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs CVRD: Top 5 Holdings

Today

ACIO

29.9%in top 5

CVRD

in top 533.2%

ACIOStockCVRD

not top 58AMMF0JA14.2%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5DHR5.3%

not top 5V4.7%

4.6%GOOGnot top 5

3.9%AMZN4.5%

not top 5ACN4.4%

Held in common16.5%

End-of-day Nov 5, 2026 · share of each fund

ACIO vs CVRD Returns, Every Period

AptusACIO

+4.6%

past year

CVRDMadison Funds

+10.7%

past year

ACIOCVRDFaded: behind in that period

1–2CVRD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ACIO vs CVRD

YTD

AptusACIO

+4.6%

CVRDMadison Funds

+6.9%

+4.6%Year to date+6.9%

−6.6%Worst drop · 1Y−5.7%

9.9%Volatility · 1Y9.4%

0.4%Yield7.5%

$2.3BAssets$31.3M

4–0CVRD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, CVRD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

ACIO0.79%$79

CVRD0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACIO, CVRD, DGRO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

DGRO1.86%$186

ACIO0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

DGRO$186 − $8 = $178

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACIO, CVRD, DGRO

Today

41.7%most shared, ACIO and DGRO

ACIOCVRDDGRO

ACIO—16.5%41.7%

CVRD16.5%—12.4%

DGRO41.7%12.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

DGROWorst drop−6.5%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDDGRO

+6.9%Year to date+17.2%

7.5%Yield1.9%

+10.7%Past year+21.2%

0.90%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026