Compare · 3 funds side by side · dividends reinvested

CVRD, USOI and VIG

CVRDMadison Funds×USOIETRACS×VIGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,377USOI · best of the three

Story of the three · IncomeMost incomeUSOI · 62.45% · $6,245 a year on $10k

Story of the three · RiskSmallest drop

CVRD, USOI and VIG, 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%62.45%+46.4%+43.6%+11.6%+12.9%−23.5%24.7%$301M1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Madison Covered Call ETFIncome · Covered calls0.90%7.36%+8.9%+12.5%+8.4%[…]−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 11, 2026 · returns include dividends · since: CVRD 2023 · USOI 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Madison Covered Call ETF · $32M[…]

CVRD

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $301M$18,377

$10,000 five years ago, dividends reinvested

CVRDMeasure

More Ways to See the Pairs

CVRD vs USOI: Top 5 Holdings

Today

CVRD

33.1%in top 5

USOI

in top 5[…]

CVRDStockUSOI

14.3%8AMMF0JAnot top 5

5.4%DHRnot top 5

4.6%AMZNnot top 5

4.5%Vnot top 5

4.3%ACNnot top 5

Cost, Income and Risk

Fees: CVRD, USOI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USOI0.85%$85

CVRD0.90%$90

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CVRD, USOI, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

USOI

+8.9%Year to dateJan 1 → Nov 11+46.4%

+12.5%1 yearTotal return+43.6%

+8.4%3 years · per year$10,000 became $12,744 · $13,905+11.6%

[…]5 years · per year$10,000 became […] · $18,377+12.9%

0.90%Expense ratio$90 · $85 a year on $10k · lower is better0.85%

7.36%Trailing 12-mo yield$736 · $6,245 a year on $10k62.45%

−5.7%Worst dropSmaller is better−23.5%

9.4%VolatilityLower is calmer24.7%

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

2–5USOI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

CVRD vs USOI Returns, Every Period

1Y

Madison FundsCVRD

+12.5%

past year

USOIETRACS

+43.6%

past year

CVRDUSOIFaded: behind in that period

0–3USOI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CVRD vs USOI

YTD

Madison FundsCVRD

+8.9%

USOIETRACS

+46.4%

+8.9%Year to date+46.4%

−5.7%Worst drop · 1Y−23.5%

9.4%Volatility · 1Y24.7%

7.4%Yield62.4%

$31.7MAssets$301M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

62.45%highest, USOI

FundTrailing yieldYield$10k

USOI62.45%$6,245

CVRD7.36%$736

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$6,160most kept, USOI

USOI$6,245 − $85 = $6,160

CVRD$736 − $90 = $646

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CVRD, USOI, VIG

Today

13.8%most shared, CVRD and VIG

CVRDUSOIVIG

CVRD—[…]13.8%

USOI[…]—[…]

VIG13.8%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.6%USOI, at 24.7% volatility

CVRDWorst drop−5.7%9.4% vol

VIGWorst drop−7.9%11.0% vol

USOIWorst drop−23.5%24.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

USOIVIG

+46.4%Year to date+16.0%

62.4%Yield1.4%

+43.6%Past year+17.8%

0.85%Fee0.04%

3–1USOI wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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CVRD, USOI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three