Compare · 2 funds side by side · dividends reinvested

CVRD and VIG

CVRDMadison Funds×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

CVRD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M1.6

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

CVRD

Madison Covered Call ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

VIGMeasureCVRD

+12.1%Year to dateJan 1 → Nov 6+6.9%

+14.3%1 yearTotal return+10.3%

+18.6%3 years · per year$10,000 became $16,669 · $12,801+8.6%

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $90 a year on $10k · lower is better0.90%

1.50%Trailing 12-mo yield$150 · $750 a year on $10k7.50%

−7.9%Worst dropSmaller is better−5.7%

10.8%VolatilityLower is calmer9.4%

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

4–3VIG wins

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

More Ways to See the Pairs

VIG vs CVRD: Top 5 Holdings

Today

VIG

22.1%in top 5

CVRD

in top 533.4%

VIGStockCVRD

not top 58AMMF0JA14.5%

not top 5DHR5.2%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5V4.6%

not top 5ACN4.5%

not top 5AMZN4.5%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common13.5%

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

VIG vs CVRD Returns, Every Period

VanguardVIG

+14.3%

past year

CVRDMadison Funds

+10.3%

past year

VIGCVRDFaded: behind in that period

3–0VIG wins

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

VIG vs CVRD

YTD

VanguardVIG

+12.1%

CVRDMadison Funds

+6.9%

+12.1%Year to date+6.9%

−7.9%Worst drop · 1Y−5.7%

10.8%Volatility · 1Y9.4%

1.5%Yield7.5%

$109BAssets$31.1M

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CVRD0.90%$90

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

Yields: CVRD, VIG

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

VIG1.50%$150

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VIG$150 − $4 = $146

KeptFee

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

Overlap: CVRD, VIG

Today

13.5%most shared, CVRD and VIG

CVRDVIG

CVRD—13.5%

VIG13.5%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

CVRDWorst drop−5.7%9.4% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

CVRDVIG

+6.9%Year to date+12.1%

7.5%Yield1.5%

+10.3%Past year+14.3%

0.90%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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