Compare · 4 funds side by side · dividends reinvested

ACIO, CVRD, SCHD and DGRO

ACIOAptus×CVRDMadison Funds×SCHDSchwab×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeCVRD · 7.35% · $735 a year on $10k

Story of the four · RiskSmallest drop

ACIO, CVRD, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.1

Madison Covered Call ETFIncome · Covered calls0.90%7.35%+9.0%+11.6%+8.6%[…]−5.7%9.4%$32M2.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.6%+5.5%+14.8%+8.6%−6.6%9.8%$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 12, 2026 · returns include dividends · since: ACIO 2019 · CVRD 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

ACIO

More Ways to See the Pairs

ACIO vs CVRD: Top 5 Holdings

Today

ACIO

29.2%in top 5

CVRD

in top 532.8%

ACIOStockCVRD

not top 58AMMF0JA14.2%

8.0%AAPLnot top 5

6.5%NVDAnot top 5

5.9%MSFTnot top 5

not top 5DHR

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 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

CVRD

Madison Covered Call ETF · $32M[…]

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

ACIOMeasureCVRD

+6.6%Year to dateJan 1 → Nov 12+9.0%

+5.5%1 yearTotal return+11.6%

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

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

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

0.39%Trailing 12-mo yield$39 · $735 a year on $10k7.35%

−6.6%Worst dropSmaller is better−5.7%

9.8%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.3%

4.8%GOOGnot top 5

not top 5V4.5%

4.0%AMZN4.5%

not top 5ACN4.2%

Held in common16.7%

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

ACIO vs CVRD Returns, Every Period

1Y

AptusACIO

+5.5%

past year

CVRDMadison Funds

+11.6%

past year

ACIOCVRDFaded: behind in that period

1–2CVRD wins

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

ACIO vs CVRD

YTD

AptusACIO

+6.6%

CVRDMadison Funds

+9.0%

+6.6%Year to date+9.0%

−6.6%Worst drop · 1Y−5.7%

9.8%Volatility · 1Y9.4%

0.4%Yield7.4%

$2.3BAssets$31.7M

4–0CVRD wins

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

Yields: ACIO, CVRD, SCHD, DGRO

1Y

7.35%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.35%$735

SCHD2.93%$293

DGRO1.82%$182

ACIO0.39%$39

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

Income After Fees on $10,000

1Y

$645most kept, CVRD

CVRD$735 − $90 = $645

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, CVRD, SCHD, DGRO

Today

41.7%most shared, ACIO and DGRO

ACIOCVRDSCHDDGRO

ACIO—16.7%8.6%41.7%

CVRD16.7%—10.6%12.6%

SCHD8.6%10.6%—21.1%

DGRO41.7%12.6%21.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.8% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CVRDSCHD

+9.0%Year to date+34.2%

7.4%Yield2.9%

+11.6%Past year+36.8%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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ACIO, CVRD, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four