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$17,131DGRO · 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%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.5

Madison Covered Call ETFIncome · Covered calls0.90%7.36%+8.9%+13.3%+8.7%[…]−5.7%9.4%$31M1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−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 9, 2026 · returns include dividends · since: ACIO 2019 · CVRD 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,189

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

CVRDMeasureACIO

+8.9%Year to dateJan 1 → Nov 9+6.1%

+13.3%1 yearTotal return+6.7%

+8.7%3 years · per year$10,000 became $12,829 · $15,169+14.9%

[…]5 years · per year$10,000 became […] · $15,189+8.7%

0.90%Expense ratio$90 · $79 a year on $10k · lower is better0.79%

7.36%Trailing 12-mo yield$736 · $39 a year on $10k0.39%

−5.7%Worst dropSmaller is better−6.6%

9.4%VolatilityLower is calmer9.9%

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

5–2CVRD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVRD vs ACIO: Top 5 Holdings

Today

CVRD

33.3%in top 5

ACIO

in top 529.8%

CVRDStockACIO

14.5%8AMMF0JAnot top 5

not top 5AAPL7.8%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.3%DHRnot top 5

not top 5GOOG4.7%

4.6%Vnot top 5

4.5%AMZN4.0%

4.4%ACNnot top 5

Held in common16.3%

End-of-day Nov 9, 2026 · share of each fund

CVRD vs ACIO Returns, Every Period

Madison FundsCVRD

+13.3%

past year

ACIOAptus

+6.7%

past year

CVRDACIOFaded: behind in that period

2–1CVRD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CVRD vs DGRO

YTD

Madison FundsCVRD

+8.9%

DGROiShares

+18.8%

+8.9%Year to date+18.8%

−5.7%Worst drop · 1Y−6.5%

9.4%Volatility · 1Y10.3%

7.4%Yield1.8%

$31.2MAssets$45.5B

3–1CVRD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: ACIO, CVRD, DGRO

7.36%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.36%$736

DGRO1.84%$184

ACIO0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$646most kept, CVRD

CVRD$736 − $90 = $646

DGRO$184 − $8 = $176

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACIO, CVRD, DGRO

Today

41.3%most shared, ACIO and DGRO

ACIOCVRDDGRO

ACIO—16.3%41.3%

CVRD16.3%—12.3%

DGRO41.3%12.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

DGROWorst drop−6.5%10.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDDGRO

+8.9%Year to date+18.8%

7.4%Yield1.8%

+13.3%Past year+22.9%

0.90%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026