Compare · 3 funds side by side · dividends reinvested

CVRD, ACIO and DGRO

CVRDMadison Funds×ACIOAptus×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

CVRD, ACIO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.5

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$32M1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVRD 2023 · ACIO 2019 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

ACIO

Aptus Collared Income Opportunity ETF · $2.4B$14,959

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

CVRDMeasureACIO

+6.9%Year to dateJan 1 → Nov 6+4.7%

+10.3%1 yearTotal return+4.4%

+8.6%3 years · per year$10,000 became $12,801 · $15,213+15.0%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

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

7.50%Trailing 12-mo yield$750 · $40 a year on $10k0.40%

−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 6, 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

33.4%in top 5

ACIO

in top 529.4%

CVRDStockACIO

14.5%8AMMF0JAnot top 5

not top 5AAPL7.8%

not top 5NVDA6.8%

not top 5MSFT6.2%

5.2%DHRnot top 5

not top 5GOOG4.7%

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZN4.0%

Held in common16.2%

End-of-day Nov 6, 2026 · share of each fund

CVRD vs ACIO Returns, Every Period

Madison FundsCVRD

+10.3%

past year

ACIOAptus

+4.4%

past year

CVRDACIOFaded: behind in that period

2–1CVRD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CVRD vs DGRO

YTD

Madison FundsCVRD

+6.9%

DGROiShares

+16.6%

+6.9%Year to date+16.6%

−5.7%Worst drop · 1Y−6.5%

9.4%Volatility · 1Y10.2%

7.5%Yield1.9%

$31.7MAssets$44.9B

3–1CVRD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRD, ACIO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

ACIO0.79%$79

CVRD0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVRD, ACIO, DGRO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

DGRO1.87%$187

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

DGRO$187 − $8 = $179

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVRD, ACIO, DGRO

Today

41.4%most shared, ACIO and DGRO

CVRDACIODGRO

CVRD—16.2%12.2%

ACIO16.2%—41.4%

DGRO12.2%41.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

DGROWorst drop−6.5%10.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDDGRO

+6.9%Year to date+16.6%

7.5%Yield1.9%

+10.3%Past year+20.3%

0.90%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026