Compare · 2 funds side by side · dividends reinvested

CVRD and VOO

CVRDMadison Funds×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

CVRD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$32M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CVRD 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

CVRD

Madison Covered Call ETF · $32M[…]

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

VOOMeasureCVRD

+8.4%Year to dateJan 1 → Nov 5+6.9%

+9.8%1 yearTotal return+10.7%

+22.1%3 years · per year$10,000 became $18,224 · $12,836+8.7%

+11.4%5 years · per year$10,000 became $17,156 · […][…]

0.03%Expense ratio$3 · $90 a year on $10k · lower is better0.90%

1.10%Trailing 12-mo yield$110 · $750 a year on $10k7.50%

−8.9%Worst dropSmaller is better−5.7%

13.5%VolatilityLower is calmer9.4%

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

3–4CVRD wins

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

More Ways to See the Pairs

VOO vs CVRD: Top 5 Holdings

Today

VOO

28.3%in top 5

CVRD

in top 533.2%

VOOStockCVRD

not top 58AMMF0JA14.2%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5DHR5.3%

not top 5V4.7%

3.7%AMZN4.5%

not top 5ACN4.4%

3.1%GOOGLnot top 5

Held in common12.7%

End-of-day Nov 5, 2026 · share of each fund

VOO vs CVRD Returns, Every Period

VanguardVOO

+9.8%

past year

CVRDMadison Funds

+10.7%

past year

VOOCVRDFaded: behind in that period

2–1VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: VOO vs CVRD

YTD

VanguardVOO

+8.4%

CVRDMadison Funds

+6.9%

+8.4%Year to date+6.9%

−8.9%Worst drop · 1Y−5.7%

13.5%Volatility · 1Y9.4%

1.1%Yield7.5%

$1.00TAssets$31.7M

3–1CVRD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CVRD0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CVRD, VOO

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CVRD, VOO

Today

12.7%most shared, CVRD and VOO

CVRDVOO

CVRD—12.7%

VOO12.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDVOO

+6.9%Year to date+8.4%

7.5%Yield1.1%

+10.7%Past year+9.8%

0.90%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026