Compare · 2 funds side by side · dividends reinvested

CVRD and FTHI

CVRDMadison Funds×FTHIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,675FTHI · best of the two

02 / 04

CVRD and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.38%+2.8%+4.3%+13.9%+9.4%−5.5%10.2%$2.5B1.4

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 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust BuyWrite Income ETF · $2.5B$15,675

FTHI

CVRD

Madison Covered Call ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

FTHIMeasureCVRD

+2.8%Year to dateJan 1 → Nov 5+6.9%

+4.3%1 yearTotal return+10.7%

+13.9%3 years · per year$10,000 became $14,771 · $12,836+8.7%

+9.4%5 years · per year$10,000 became $15,675 · […][…]

0.75%Expense ratio$75 · $90 a year on $10k · lower is better0.90%

9.38%Trailing 12-mo yield$938 · $750 a year on $10k7.50%

−5.5%Worst dropSmaller is better−5.7%

10.2%VolatilityLower is calmer9.4%

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

4–3FTHI wins

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

More Ways to See the Pairs

FTHI vs CVRD: Top 5 Holdings

Today

FTHI

23.4%in top 5

CVRD

in top 533.2%

FTHIStockCVRD

not top 58AMMF0JA14.2%

8.2%AAPLnot top 5

6.3%NVDAnot top 5

not top 5DHR5.3%

not top 5V4.7%

2.7%AMZN4.5%

not top 5ACN4.4%

3.4%MSFTnot top 5

2.7%JPMnot top 5

Held in common6.4%

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

FTHI vs CVRD Returns, Every Period

First TrustFTHI

+4.3%

past year

CVRDMadison Funds

+10.7%

past year

FTHICVRDFaded: behind in that period

1–2CVRD wins

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

FTHI vs CVRD

YTD

First TrustFTHI

+2.8%

CVRDMadison Funds

+6.9%

+2.8%Year to date+6.9%

−5.5%Worst drop · 1Y−5.7%

10.2%Volatility · 1Y9.4%

9.4%Yield7.5%

$2.5BAssets$31.3M

2–2level

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

Cost, Income and Risk

Fees: CVRD, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

CVRD0.90%$90

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

Yields: CVRD, FTHI

9.38%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.38%$938

CVRD7.50%$750

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

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

CVRD$750 − $90 = $660

KeptFee

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

Overlap: CVRD, FTHI

Today

6.4%most shared, CVRD and FTHI

CVRDFTHI

CVRD—6.4%

FTHI6.4%—

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

Return vs Bumpiness: 2 ETFs

+10.7%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

FTHIWorst drop−5.5%10.2% vol

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

Paid More vs Made More

YTD

FTHICVRD

+2.8%Year to date+6.9%

9.4%Yield7.5%

+4.3%Past year+10.7%

0.75%Fee0.90%

2–2level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026