Compare · 2 funds side by side · dividends reinvested

CVRD and SPY

CVRDMadison Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

CVRD and SPY, 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%$31M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

CVRDMeasureSPY

+6.9%Year to dateJan 1 → Nov 6+8.7%

+10.3%1 yearTotal return+9.7%

+8.6%3 years · per year$10,000 became $12,801 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.90%Expense ratio$90 · $9 a year on $10k · lower is better0.09%

7.50%Trailing 12-mo yield$750 · $103 a year on $10k1.03%

−5.7%Worst dropSmaller is better−8.9%

9.4%VolatilityLower is calmer13.6%

CVRDSPY 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 SPY: Top 5 Holdings

Today

CVRD

33.4%in top 5

SPY

in top 527.8%

CVRDStockSPY

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 SPY Returns, Every Period

Madison FundsCVRD

+10.3%

past year

SPYSPDR

+9.7%

past year

CVRDSPYFaded: behind in that period

1–2SPY wins

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

Income vs Core: CVRD vs SPY

YTD

Madison FundsCVRD

+6.9%

SPYSPDR

+8.7%

+6.9%Year to date+8.7%

−5.7%Worst drop · 1Y−8.9%

9.4%Volatility · 1Y13.6%

7.5%Yield1.0%

$31.1MAssets$819B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CVRD0.90%$90

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

Yields: CVRD, SPY

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

SPY1.03%$103

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SPY$103 − $9 = $94

KeptFee

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

Overlap: CVRD, SPY

Today

13.3%most shared, CVRD and SPY

CVRDSPY

CVRD—13.3%

SPY13.3%—

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

Return vs Bumpiness: 2 ETFs

+10.3%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CVRDSPY

+6.9%Year to date+8.7%

7.5%Yield1.0%

+10.3%Past year+9.7%

0.90%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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