Compare · 3 funds side by side · dividends reinvested

CVRD, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CVRD, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

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%$2.4B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVRD 2023 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

CVRDMeasureSCHD

+6.9%Year to dateJan 1 → Nov 6+31.4%

+10.3%1 yearTotal return+37.0%

+8.6%3 years · per year$10,000 became $12,801 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.90%Expense ratio$90 · $6 a year on $10k · lower is better0.06%

7.50%Trailing 12-mo yield$750 · $300 a year on $10k3.00%

−5.7%Worst dropSmaller is better−6.9%

9.4%VolatilityLower is calmer11.7%

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

3–4SCHD 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 SCHD: Top 5 Holdings

Today

CVRD

33.4%in top 5

SCHD

in top 521.4%

CVRDStockSCHD

14.5%8AMMF0JAnot top 5

5.2%DHRnot top 5

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common10.7%

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

CVRD vs SCHD Returns, Every Period

Madison FundsCVRD

+10.3%

past year

SCHDSchwab

+37.0%

past year

CVRDSCHDFaded: behind in that period

0–3SCHD wins

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

CVRD vs SCHD

YTD

Madison FundsCVRD

+6.9%

SCHDSchwab

+31.4%

+6.9%Year to date+31.4%

−5.7%Worst drop · 1Y−6.9%

9.4%Volatility · 1Y11.7%

7.5%Yield3.0%

$31.7MAssets$120B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

CVRD0.90%$90

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

Yields: CVRD, ACIO, SCHD

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

SCHD3.00%$300

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

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: CVRD, ACIO, SCHD

Today

16.2%most shared, CVRD and ACIO

CVRDACIOSCHD

CVRD—16.2%10.7%

ACIO16.2%—8.6%

SCHD10.7%8.6%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CVRDSCHD

+6.9%Year to date+31.4%

7.5%Yield3.0%

+10.3%Past year+37.0%

0.90%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026