Compare · 4 funds side by side · dividends reinvested

CVRD, FTHI, VIG and SCHD

CVRDMadison Funds×FTHIFirst Trust×VIGVanguard×SCHDSchwab×

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

02 / 04

CVRD, FTHI, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.16%+5.2%+7.1%+13.8%+9.8%−5.5%10.3%$2.5B2.6

Madison Covered Call ETFIncome · Covered calls0.90%7.36%+8.9%+13.3%+8.7%[…]−5.7%9.4%$31M2.7

Rank among the four1st → 4thFee, 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: CVRD 2023 · FTHI 2014 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

FTHI

First Trust BuyWrite Income ETF · $2.5B$15,928

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

CVRDMeasureFTHI

+8.9%Year to dateJan 1 → Nov 9+5.2%

+13.3%1 yearTotal return+7.1%

+8.7%3 years · per year$10,000 became $12,829 · $14,729+13.8%

[…]5 years · per year$10,000 became […] · $15,928+9.8%

0.90%Expense ratio$90 · $75 a year on $10k · lower is better0.75%

7.36%Trailing 12-mo yield$736 · $916 a year on $10k9.16%

−5.7%Worst dropSmaller is better−5.5%

9.4%VolatilityLower is calmer10.3%

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

3–4FTHI 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 FTHI: Top 5 Holdings

Today

CVRD

33.3%in top 5

FTHI

in top 523.2%

CVRDStockFTHI

14.5%8AMMF0JAnot top 5

not top 5AAPL8.3%

not top 5NVDA6.1%

5.3%DHRnot top 5

4.6%Vnot top 5

4.5%AMZN2.7%

4.4%ACNnot top 5

not top 5MSFT3.3%

not top 5JPM2.7%

Held in common6.3%

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

CVRD vs FTHI Returns, Every Period

Madison FundsCVRD

+13.3%

past year

FTHIFirst Trust

+7.1%

past year

CVRDFTHIFaded: behind in that period

2–1CVRD wins

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

CVRD vs FTHI

YTD

Madison FundsCVRD

+8.9%

FTHIFirst Trust

+5.2%

+8.9%Year to date+5.2%

−5.7%Worst drop · 1Y−5.5%

9.4%Volatility · 1Y10.3%

7.4%Yield9.2%

$31.2MAssets$2.5B

2–2level

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

Cost, Income and Risk

Fees: CVRD, FTHI, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FTHI0.75%$75

CVRD0.90%$90

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

Yields: CVRD, FTHI, VIG, SCHD

9.16%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.16%$916

CVRD7.36%$736

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$841most kept, FTHI

FTHI$916 − $75 = $841

CVRD$736 − $90 = $646

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: CVRD, FTHI, VIG, SCHD

Today

31.6%most shared, FTHI and VIG

CVRDFTHIVIGSCHD

CVRD—6.3%13.5%10.7%

FTHI6.3%—31.6%6.0%

VIG13.5%31.6%—14.5%

SCHD10.7%6.0%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

CVRDWorst drop−5.7%9.4% vol

FTHIWorst drop−5.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

FTHISCHD

+5.2%Year to date+33.2%

9.2%Yield3.0%

+7.1%Past year+39.1%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026