Compare · 4 funds side by side · dividends reinvested

ACIO, CVRD, SCHD and DGRO

ACIOAptus×CVRDMadison Funds×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

ACIO, CVRD, SCHD 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%$44.7B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Madison Covered Call ETFIncome · Covered calls0.90%7.36%+8.9%+13.3%+8.7%[…]−5.7%9.4%$31M2.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B3.3

Rank among the four1st → 4thFee, 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 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

CVRD

Madison Covered Call ETF · $31M[…]

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

ACIOMeasureCVRD

+6.1%Year to dateJan 1 → Nov 9+8.9%

+6.7%1 yearTotal return+13.3%

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

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

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

0.39%Trailing 12-mo yield$39 · $736 a year on $10k7.36%

−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 9, 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

29.8%in top 5

CVRD

in top 533.3%

ACIOStockCVRD

not top 58AMMF0JA14.5%

7.8%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5DHR5.3%

4.7%GOOGnot top 5

not top 5V4.6%

4.0%AMZN4.5%

not top 5ACN4.4%

Held in common16.3%

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

ACIO vs CVRD Returns, Every Period

AptusACIO

+6.7%

past year

CVRDMadison Funds

+13.3%

past year

ACIOCVRDFaded: behind in that period

1–2CVRD wins

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

ACIO vs CVRD

YTD

AptusACIO

+6.1%

CVRDMadison Funds

+8.9%

+6.1%Year to date+8.9%

−6.6%Worst drop · 1Y−5.7%

9.9%Volatility · 1Y9.4%

0.4%Yield7.4%

$2.3BAssets$31.2M

4–0CVRD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, CVRD, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

ACIO0.79%$79

CVRD0.90%$90

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

Yields: ACIO, CVRD, SCHD, DGRO

7.36%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.36%$736

SCHD2.96%$296

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

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, CVRD, SCHD, DGRO

Today

41.3%most shared, ACIO and DGRO

ACIOCVRDSCHDDGRO

ACIO—16.3%8.5%41.3%

CVRD16.3%—10.7%12.3%

SCHD8.5%10.7%—21.3%

DGRO41.3%12.3%21.3%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

CVRDSCHD

+8.9%Year to date+33.2%

7.4%Yield3.0%

+13.3%Past year+39.1%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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%

$44.7BAssets$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