Compare · 3 funds side by side · dividends reinvested

CVRD, IVV and VIG

CVRDMadison Funds×IVViShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

CVRD, IVV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

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 · IVV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

CVRDMeasureIVV

+6.9%Year to dateJan 1 → Nov 6+8.7%

+10.3%1 yearTotal return+9.8%

+8.6%3 years · per year$10,000 became $12,801 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.90%Expense ratio$90 · $3 a year on $10k · lower is better0.03%

7.50%Trailing 12-mo yield$750 · $114 a year on $10k1.14%

−5.7%Worst dropSmaller is better−8.9%

9.4%VolatilityLower is calmer13.6%

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

4–3CVRD 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 IVV: Top 5 Holdings

Today

CVRD

33.4%in top 5

IVV

in top 527.8%

CVRDStockIVV

14.5%8AMMF0JAnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%DHRnot top 5

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZN4.0%

not top 5GOOGL2.6%

Held in common13.3%

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

CVRD vs IVV Returns, Every Period

Madison FundsCVRD

+10.3%

past year

IVViShares

+9.8%

past year

CVRDIVVFaded: behind in that period

1–2IVV wins

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

CVRD vs VIG

YTD

Madison FundsCVRD

+6.9%

VIGVanguard

+12.1%

+6.9%Year to date+12.1%

−5.7%Worst drop · 1Y−7.9%

9.4%Volatility · 1Y10.8%

7.5%Yield1.5%

$31.2MAssets$109B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, IVV, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

CVRD0.90%$90

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

Yields: CVRD, IVV, VIG

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

VIG1.50%$150

IVV1.14%$114

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VIG$150 − $4 = $146

IVV$114 − $3 = $111

KeptFee

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

Overlap: CVRD, IVV, VIG

Today

42.8%most shared, IVV and VIG

CVRDIVVVIG

CVRD—13.3%13.5%

IVV13.3%—42.8%

VIG13.5%42.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

CVRDWorst drop−5.7%9.4% vol

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CVRDVIG

+6.9%Year to date+12.1%

7.5%Yield1.5%

+10.3%Past year+14.3%

0.90%Fee0.04%

3–1VIG 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026