Compare · 3 funds side by side · dividends reinvested

CVRD, USOI and SCHD

CVRDMadison Funds×USOIETRACS×SCHDSchwab×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,455USOI · best of the three

Story of the three · IncomeMost incomeUSOI · 61.17% · $6,117 a year on $10k

Story of the three · RiskSmallest drop

CVRD, USOI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%61.17%+49.5%+50.1%+14.7%+13.0%−23.5%24.5%$308M1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

Madison Covered Call ETFIncome · Covered calls0.90%7.32%+9.5%+12.2%+8.9%[…]−5.7%9.4%$32M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CVRD 2023 · USOI 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Madison Covered Call ETF · $32M[…]

CVRD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

CVRD

More Ways to See the Pairs

CVRD vs SCHD: Top 5 Holdings

Today

CVRD

32.7%in top 5

SCHD

in top 521.8%

CVRDStockSCHD

14.2%8AMMF0JAnot top 5

5.3%DHRnot top 5

not top 5TXN4.8%

4.6%AMZNnot top 5

4.5%Vnot top 5

Cost, Income and Risk

Fees: CVRD, USOI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USOI0.85%$85

CVRD0.90%$90

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+9.5%Year to dateJan 1 → Nov 13+34.9%

+12.2%1 yearTotal return+37.5%

+8.9%3 years · per year$10,000 became $12,912 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.90%Expense ratio$90 · $6 a year on $10k · lower is better0.06%

7.32%Trailing 12-mo yield$732 · $292 a year on $10k2.92%

−5.7%Worst dropSmaller is better−6.9%

9.4%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

4.2%ACNnot top 5

not top 5AMGN4.1%

Held in common10.5%

End-of-day Nov 13, 2026 · share of each fund

CVRD vs SCHD Returns, Every Period

1Y

Madison FundsCVRD

+12.2%

past year

SCHDSchwab

+37.5%

past year

CVRDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CVRD vs USOI

YTD

Madison FundsCVRD

+9.5%

USOIETRACS

+49.5%

+9.5%Year to date+49.5%

−5.7%Worst drop · 1Y−23.5%

9.4%Volatility · 1Y24.5%

7.3%Yield61.2%

$31.8MAssets$308M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CVRD, USOI, SCHD

1Y

61.17%highest, USOI

FundTrailing yieldYield$10k

USOI61.17%$6,117

CVRD7.32%$732

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$6,032most kept, USOI

USOI$6,117 − $85 = $6,032

CVRD$732 − $90 = $642

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CVRD, USOI, SCHD

Today

10.5%most shared, CVRD and SCHD

CVRDUSOISCHD

CVRD—[…]10.5%

USOI[…]—[…]

SCHD10.5%[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+50.1%USOI, at 24.5% volatility

CVRDWorst drop−5.7%9.4% vol

SCHDWorst drop−6.9%11.7% vol

USOIWorst drop−23.5%24.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

USOISCHD

+49.5%Year to date+34.9%

61.2%Yield2.9%

+50.1%Past year+37.5%

0.85%Fee0.06%

3–1USOI wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CVRD, USOI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CVRD, USOI, SCHD