Compare · 3 funds side by side · dividends reinvested

CVRD, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

CVRD, SPYM 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

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

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%$1.00T2.1

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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

CVRDMeasureSPYM

+6.9%Year to dateJan 1 → Nov 6+8.8%

+10.3%1 yearTotal return+9.8%

+8.6%3 years · per year$10,000 became $12,801 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.90%Expense ratio$90 · $2 a year on $10k · lower is better0.02%

7.50%Trailing 12-mo yield$750 · $105 a year on $10k1.05%

−5.7%Worst dropSmaller is better−8.9%

9.4%VolatilityLower is calmer13.6%

CVRDSPYM 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 SPYM: Top 5 Holdings

Today

CVRD

33.4%in top 5

SPYM

in top 527.8%

CVRDStockSPYM

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 SPYM Returns, Every Period

Madison FundsCVRD

+10.3%

past year

SPYMSPDR

+9.8%

past year

CVRDSPYMFaded: behind in that period

1–2SPYM wins

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

Income vs Core: CVRD vs VOO

YTD

Madison FundsCVRD

+6.9%

VOOVanguard

+8.7%

+6.9%Year to date+8.7%

−5.7%Worst drop · 1Y−8.9%

9.4%Volatility · 1Y13.5%

7.5%Yield1.1%

$31.7MAssets$1.00T

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CVRD0.90%$90

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

Yields: CVRD, SPYM, VOO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: CVRD, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

CVRDSPYMVOO

CVRD—13.3%12.7%

SPYM13.3%—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

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CVRDSPYM

+6.9%Year to date+8.8%

7.5%Yield1.1%

+10.3%Past year+9.8%

0.90%Fee0.02%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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