Compare · 2 funds side by side · dividends reinvested

CVRD and SCHD

CVRDMadison Funds×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

CVRD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$32M1.6

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

CVRD

Madison Covered Call ETF · $32M[…]

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

SCHDMeasureCVRD

+31.4%Year to dateJan 1 → Nov 6+6.9%

+37.0%1 yearTotal return+10.3%

+20.0%3 years · per year$10,000 became $17,266 · $12,801+8.6%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $90 a year on $10k · lower is better0.90%

3.00%Trailing 12-mo yield$300 · $750 a year on $10k7.50%

−6.9%Worst dropSmaller is better−5.7%

11.7%VolatilityLower is calmer9.4%

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

4–3SCHD wins

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

More Ways to See the Pairs

SCHD vs CVRD: Top 5 Holdings

Today

SCHD

21.4%in top 5

CVRD

in top 533.4%

SCHDStockCVRD

not top 58AMMF0JA14.5%

not top 5DHR5.2%

not top 5V4.6%

not top 5ACN4.5%

not top 5AMZN4.5%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common10.7%

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

SCHD vs CVRD Returns, Every Period

SchwabSCHD

+37.0%

past year

CVRDMadison Funds

+10.3%

past year

SCHDCVRDFaded: behind in that period

3–0SCHD wins

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

SCHD vs CVRD

YTD

SchwabSCHD

+31.4%

CVRDMadison Funds

+6.9%

+31.4%Year to date+6.9%

−6.9%Worst drop · 1Y−5.7%

11.7%Volatility · 1Y9.4%

3.0%Yield7.5%

$120BAssets$31.7M

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CVRD0.90%$90

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

Yields: CVRD, SCHD

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

SCHD3.00%$300

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SCHD$300 − $6 = $294

KeptFee

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

Overlap: CVRD, SCHD

Today

10.7%most shared, CVRD and SCHD

CVRDSCHD

CVRD—10.7%

SCHD10.7%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

CVRDWorst drop−5.7%9.4% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CVRDSCHD

+6.9%Year to date+31.4%

7.5%Yield3.0%

+10.3%Past year+37.0%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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