Compare · 2 funds side by side · dividends reinvested

CVRD and DGRO

CVRDMadison Funds×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

CVRD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$31M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CVRD 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

CVRDMeasureDGRO

+6.9%Year to dateJan 1 → Nov 5+17.2%

+10.7%1 yearTotal return+21.2%

+8.7%3 years · per year$10,000 became $12,836 · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.90%Expense ratio$90 · $8 a year on $10k · lower is better0.08%

7.50%Trailing 12-mo yield$750 · $186 a year on $10k1.86%

−5.7%Worst dropSmaller is better−6.5%

9.4%VolatilityLower is calmer10.2%

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

3–4DGRO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVRD vs DGRO: Top 5 Holdings

Today

CVRD

33.2%in top 5

DGRO

in top 514.9%

CVRDStockDGRO

14.2%8AMMF0JAnot top 5

5.3%DHRnot top 5

4.7%Vnot top 5

4.5%AMZNnot top 5

4.4%ACNnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common12.4%

End-of-day Nov 5, 2026 · share of each fund

CVRD vs DGRO Returns, Every Period

Madison FundsCVRD

+10.7%

past year

DGROiShares

+21.2%

past year

CVRDDGROFaded: behind in that period

0–3DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CVRD vs DGRO

YTD

Madison FundsCVRD

+6.9%

DGROiShares

+17.2%

+6.9%Year to date+17.2%

−5.7%Worst drop · 1Y−6.5%

9.4%Volatility · 1Y10.2%

7.5%Yield1.9%

$31.3MAssets$46.1B

3–1CVRD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CVRD0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CVRD, DGRO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CVRD, DGRO

Today

12.4%most shared, CVRD and DGRO

CVRDDGRO

CVRD—12.4%

DGRO12.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

CVRDWorst drop−5.7%9.4% vol

DGROWorst drop−6.5%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDDGRO

+6.9%Year to date+17.2%

7.5%Yield1.9%

+10.7%Past year+21.2%

0.90%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026