Compare CVRD and JEPQ

CVRD and JEPQ, 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%$32M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CVRD 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Madison Covered Call ETF · $32M[…]

CVRD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

CVRDMeasureJEPQ

+6.9%Year to dateJan 1 → Nov 6+3.2%

+10.3%1 yearTotal return+4.5%

+8.6%3 years · per year$10,000 became $12,801 · $16,202+17.4%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

7.50%Trailing 12-mo yield$750 · $1,279 a year on $10k12.79%

−5.7%Worst dropSmaller is better−11.5%

9.4%VolatilityLower is calmer16.7%

CVRDJEPQ 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 JEPQ: Top 5 Holdings

Today

CVRD

33.4%in top 5

JEPQ

in top 528.9%

CVRDStockJEPQ

14.5%8AMMF0JAnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.2%DHRnot top 5

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZN4.4%

not top 5GOOG4.4%

Held in common13.2%

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

CVRD vs JEPQ Returns, Every Period

1Y

Madison FundsCVRD

+10.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

CVRDJEPQFaded: behind in that period

2–1CVRD wins

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

CVRD vs JEPQ

YTD

Madison FundsCVRD

+6.9%

JEPQJ.P. Morgan

+3.2%

+6.9%Year to date+3.2%

−5.7%Worst drop · 1Y−11.5%

9.4%Volatility · 1Y16.7%

7.5%Yield12.8%

$31.7MAssets$42.6B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CVRD0.90%$90

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

Yields: CVRD, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CVRD7.50%$750

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

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CVRD$750 − $90 = $660

KeptFee

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

Overlap: CVRD, JEPQ

Today

13.2%most shared, CVRD and JEPQ

CVRDJEPQ

CVRD—13.2%

JEPQ13.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+10.3%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQCVRD

+3.2%Year to date+6.9%

12.8%Yield7.5%

+4.5%Past year+10.3%

0.35%Fee0.90%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026