Compare · 3 funds side by side · dividends reinvested

ACIO, CVRD and VIG

ACIOAptus×CVRDMadison Funds×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

ACIO, CVRD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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%$2.3B2.4

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

CVRDMeasureVIG

+8.9%Year to dateJan 1 → Nov 9+14.8%

+13.3%1 yearTotal return+17.6%

+8.7%3 years · per year$10,000 became $12,829 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.90%Expense ratio$90 · $4 a year on $10k · lower is better0.04%

7.36%Trailing 12-mo yield$736 · $146 a year on $10k1.46%

−5.7%Worst dropSmaller is better−7.9%

9.4%VolatilityLower is calmer11.0%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

CVRD

33.3%in top 5

VIG

in top 522.1%

CVRDStockVIG

14.5%8AMMF0JAnot top 5

5.3%DHRnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%Vnot top 5

4.5%AMZNnot top 5

4.4%ACNnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common13.5%

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

CVRD vs VIG Returns, Every Period

Madison FundsCVRD

+13.3%

past year

VIGVanguard

+17.6%

past year

CVRDVIGFaded: behind in that period

0–3VIG wins

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

CVRD vs VIG

YTD

Madison FundsCVRD

+8.9%

VIGVanguard

+14.8%

+8.9%Year to date+14.8%

−5.7%Worst drop · 1Y−7.9%

9.4%Volatility · 1Y11.0%

7.4%Yield1.5%

$31.2MAssets$109B

3–1CVRD wins

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

Cost, Income and Risk

Fees: ACIO, CVRD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ACIO0.79%$79

CVRD0.90%$90

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

Yields: ACIO, CVRD, VIG

7.36%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.36%$736

VIG1.46%$146

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

VIG$146 − $4 = $142

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, CVRD, VIG

Today

42.2%most shared, ACIO and VIG

ACIOCVRDVIG

ACIO—16.3%42.2%

CVRD16.3%—13.5%

VIG42.2%13.5%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

CVRDVIG

+8.9%Year to date+14.8%

7.4%Yield1.5%

+13.3%Past year+17.6%

0.90%Fee0.04%

3–1VIG 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