Compare · 3 funds side by side · dividends reinvested

ACIO, CVRD and JEPQ

ACIOAptus×CVRDMadison Funds×JEPQJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,125ACIO · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

ACIO, CVRD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Madison Covered Call ETFIncome · Covered calls0.90%7.35%+9.0%+11.6%+8.6%[…]−5.7%9.4%$32M1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.6%+5.5%+14.8%+8.6%−6.6%9.8%$2.3B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: ACIO 2019 · CVRD 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Madison Covered Call ETF · $32M[…]

CVRD

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,125

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

CVRD

More Ways to See the Pairs

CVRD vs ACIO: Top 5 Holdings

Today

CVRD

32.8%in top 5

ACIO

in top 529.2%

CVRDStockACIO

14.2%8AMMF0JAnot top 5

not top 5AAPL8.0%

not top 5NVDA6.5%

not top 5MSFT5.9%

5.3%DHR

Cost, Income and Risk

Fees: ACIO, CVRD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ACIO0.79%$79

CVRD0.90%$90

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

ACIO

+9.0%Year to dateJan 1 → Nov 12+6.6%

+11.6%1 yearTotal return+5.5%

+8.6%3 years · per year$10,000 became $12,800 · $15,111+14.8%

[…]5 years · per year$10,000 became […] · $15,125+8.6%

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

7.35%Trailing 12-mo yield$735 · $39 a year on $10k0.39%

−5.7%Worst dropSmaller is better−6.6%

9.4%VolatilityLower is calmer9.8%

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

5–2CVRD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOG4.8%

4.5%Vnot top 5

4.5%AMZN4.0%

4.2%ACNnot top 5

Held in common16.7%

End-of-day Nov 12, 2026 · share of each fund

CVRD vs ACIO Returns, Every Period

1Y

Madison FundsCVRD

+11.6%

past year

ACIOAptus

+5.5%

past year

CVRDACIOFaded: behind in that period

2–1CVRD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CVRD vs JEPQ

YTD

Madison FundsCVRD

+9.0%

JEPQJ.P. Morgan

+7.8%

+9.0%Year to date+7.8%

−5.7%Worst drop · 1Y−11.5%

9.4%Volatility · 1Y16.9%

7.4%Yield12.2%

$31.7MAssets$41.8B

3–1CVRD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: ACIO, CVRD, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

CVRD7.35%$735

ACIO0.39%$39

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

CVRD$735 − $90 = $645

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ACIO, CVRD, JEPQ

Today

53.2%most shared, ACIO and JEPQ

ACIOCVRDJEPQ

ACIO—16.7%53.2%

CVRD16.7%—13.3%

JEPQ53.2%13.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCVRD

+7.8%Year to date+9.0%

12.2%Yield7.4%

+8.8%Past year+11.6%

0.35%Fee0.90%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

ACIO, CVRD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ACIO, CVRD, JEPQ