Compare · 3 funds side by side · dividends reinvested

CVRD, IVV and VOO

CVRDMadison Funds×IVViShares×VOOVanguard×

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

02 / 04

CVRD, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$32M1.9

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%$850B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

CVRD

Madison Covered Call ETF · $32M[…]

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

IVVMeasureCVRD

+8.7%Year to dateJan 1 → Nov 6+6.9%

+9.8%1 yearTotal return+10.3%

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

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

0.03%Expense ratio$3 · $90 a year on $10k · lower is better0.90%

1.14%Trailing 12-mo yield$114 · $750 a year on $10k7.50%

−8.9%Worst dropSmaller is better−5.7%

13.6%VolatilityLower is calmer9.4%

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

3–4CVRD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CVRD: Top 5 Holdings

Today

IVV

27.8%in top 5

CVRD

in top 533.4%

IVVStockCVRD

not top 58AMMF0JA14.5%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5DHR5.2%

not top 5V4.6%

not top 5ACN4.5%

4.0%AMZN4.5%

2.6%GOOGLnot top 5

Held in common13.3%

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

IVV vs CVRD Returns, Every Period

iSharesIVV

+9.8%

past year

CVRDMadison Funds

+10.3%

past year

IVVCVRDFaded: behind in that period

2–1IVV wins

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

Core vs Income: IVV vs CVRD

YTD

iSharesIVV

+8.7%

CVRDMadison Funds

+6.9%

+8.7%Year to date+6.9%

−8.9%Worst drop · 1Y−5.7%

13.6%Volatility · 1Y9.4%

1.1%Yield7.5%

$850BAssets$31.7M

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CVRD0.90%$90

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

Yields: CVRD, IVV, VOO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: CVRD, IVV, VOO

Today

92.2%most shared, IVV and VOO

CVRDIVVVOO

CVRD—13.3%12.7%

IVV13.3%—92.2%

VOO12.7%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.3%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

VOOWorst drop−8.9%13.5% 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

CVRDIVV

+6.9%Year to date+8.7%

7.5%Yield1.1%

+10.3%Past year+9.8%

0.90%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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