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$16,835DGRO · 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%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+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 6, 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$14,959

ACIO

CVRD

Madison Covered Call ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

ACIOMeasureCVRD

+4.7%Year to dateJan 1 → Nov 6+6.9%

+4.4%1 yearTotal return+10.3%

+15.0%3 years · per year$10,000 became $15,213 · $12,801+8.6%

+8.4%5 years · per year$10,000 became $14,959 · […][…]

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 6, 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

29.4%in top 5

CVRD

in top 533.4%

ACIOStockCVRD

not top 58AMMF0JA14.5%

7.8%AAPLnot top 5

6.8%NVDAnot top 5

6.2%MSFTnot top 5

not top 5DHR5.2%

4.7%GOOGnot top 5

not top 5V4.6%

not top 5ACN4.5%

4.0%AMZN4.5%

Held in common16.2%

End-of-day Nov 6, 2026 · share of each fund

ACIO vs CVRD Returns, Every Period

AptusACIO

+4.4%

past year

CVRDMadison Funds

+10.3%

past year

ACIOCVRDFaded: behind in that period

1–2CVRD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACIO vs CVRD

YTD

AptusACIO

+4.7%

CVRDMadison Funds

+6.9%

+4.7%Year to date+6.9%

−6.6%Worst drop · 1Y−5.7%

9.9%Volatility · 1Y9.4%

0.4%Yield7.5%

$2.3BAssets$31.1M

4–0CVRD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: ACIO, CVRD, DGRO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

DGRO1.87%$187

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

DGRO$187 − $8 = $179

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, CVRD, DGRO

Today

41.4%most shared, ACIO and DGRO

ACIOCVRDDGRO

ACIO—16.2%41.4%

CVRD16.2%—12.2%

DGRO41.4%12.2%—

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

Return vs Bumpiness: 3 ETFs

+20.3%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDDGRO

+6.9%Year to date+16.6%

7.5%Yield1.9%

+10.3%Past year+20.3%

0.90%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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