Compare · 3 funds side by side · dividends reinvested

CVRD, DGRO and SCHD

CVRDMadison Funds×DGROiShares×SCHDSchwab×

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, DGRO and SCHD, 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%$44.7B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M2.1

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 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

CVRDMeasureDGRO

+6.9%Year to dateJan 1 → Nov 6+16.6%

+10.3%1 yearTotal return+20.3%

+8.6%3 years · per year$10,000 became $12,801 · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

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

7.50%Trailing 12-mo yield$750 · $187 a year on $10k1.87%

−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 6, 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

33.4%in top 5

DGRO

in top 515.0%

CVRDStockDGRO

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 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common12.2%

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

CVRD vs DGRO Returns, Every Period

Madison FundsCVRD

+10.3%

past year

DGROiShares

+20.3%

past year

CVRDDGROFaded: behind in that period

0–3DGRO 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%

$31.1MAssets$120B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CVRD0.90%$90

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

Yields: CVRD, DGRO, SCHD

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

SCHD3.00%$300

DGRO1.87%$187

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

DGRO$187 − $8 = $179

KeptFee

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

Overlap: CVRD, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

CVRDDGROSCHD

CVRD—12.2%10.7%

DGRO12.2%—21.3%

SCHD10.7%21.3%—

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

DGROWorst drop−6.5%10.2% 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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