Compare · 3 funds side by side · dividends reinvested

CVRD, FTHI and VYM

CVRDMadison Funds×FTHIFirst Trust×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

CVRD, FTHI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.35%+3.1%+4.2%+13.6%+9.6%−5.5%10.2%$2.6B2.0

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 · FTHI 2014 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

FTHI

First Trust BuyWrite Income ETF · $2.6B$15,807

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

CVRDMeasureFTHI

+6.9%Year to dateJan 1 → Nov 6+3.1%

+10.3%1 yearTotal return+4.2%

+8.6%3 years · per year$10,000 became $12,801 · $14,669+13.6%

[…]5 years · per year$10,000 became […] · $15,807+9.6%

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

7.50%Trailing 12-mo yield$750 · $935 a year on $10k9.35%

−5.7%Worst dropSmaller is better−5.5%

9.4%VolatilityLower is calmer10.2%

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

3–4FTHI 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 FTHI: Top 5 Holdings

Today

CVRD

33.4%in top 5

FTHI

in top 523.2%

CVRDStockFTHI

14.5%8AMMF0JAnot top 5

not top 5AAPL8.4%

not top 5NVDA6.0%

5.2%DHRnot top 5

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZN2.8%

not top 5MSFT3.4%

not top 5JPM2.7%

Held in common6.3%

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

CVRD vs FTHI Returns, Every Period

Madison FundsCVRD

+10.3%

past year

FTHIFirst Trust

+4.2%

past year

CVRDFTHIFaded: behind in that period

2–1CVRD wins

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

CVRD vs FTHI

YTD

Madison FundsCVRD

+6.9%

FTHIFirst Trust

+3.1%

+6.9%Year to date+3.1%

−5.7%Worst drop · 1Y−5.5%

9.4%Volatility · 1Y10.2%

7.5%Yield9.3%

$31.1MAssets$2.6B

2–2level

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

Cost, Income and Risk

Fees: CVRD, FTHI, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FTHI0.75%$75

CVRD0.90%$90

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

Yields: CVRD, FTHI, VYM

9.35%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.35%$935

CVRD7.50%$750

VYM2.31%$231

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

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

CVRD$750 − $90 = $660

VYM$231 − $4 = $227

KeptFee

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

Overlap: CVRD, FTHI, VYM

Today

24.2%most shared, FTHI and VYM

CVRDFTHIVYM

CVRD—6.3%9.8%

FTHI6.3%—24.2%

VYM9.8%24.2%—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

CVRDWorst drop−5.7%9.4% vol

FTHIWorst drop−5.5%10.2% vol

VYMWorst drop−6.7%10.6% vol

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

Paid More vs Made More

YTD

FTHIVYM

+3.1%Year to date+12.8%

9.3%Yield2.3%

+4.2%Past year+16.5%

0.75%Fee0.04%

3–1VYM 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