Compare · 3 funds side by side · dividends reinvested

CVRD, VTI and IVV

CVRDMadison Funds×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

CVRD, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$32M1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: CVRD 2023 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

CVRDMeasureVTI

+6.9%Year to dateJan 1 → Nov 5+8.4%

+10.7%1 yearTotal return+9.9%

+8.7%3 years · per year$10,000 became $12,836 · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

0.90%Expense ratio$90 · $3 a year on $10k · lower is better0.03%

7.50%Trailing 12-mo yield$750 · $110 a year on $10k1.10%

−5.7%Worst dropSmaller is better−8.9%

9.4%VolatilityLower is calmer13.7%

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

4–3CVRD wins

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

More Ways to See the Pairs

CVRD vs VTI: Top 5 Holdings

Today

CVRD

33.2%in top 5

VTI

in top 525.0%

CVRDStockVTI

14.2%8AMMF0JAnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

5.3%DHRnot top 5

not top 5MSFT5.2%

4.7%Vnot top 5

4.5%AMZN3.3%

4.4%ACNnot top 5

not top 5GOOGL2.8%

Held in common11.5%

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

CVRD vs VTI Returns, Every Period

Madison FundsCVRD

+10.7%

past year

VTIVanguard

+9.9%

past year

CVRDVTIFaded: behind in that period

1–2VTI wins

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

Income vs Core: CVRD vs IVV

YTD

Madison FundsCVRD

+6.9%

IVViShares

+8.4%

+6.9%Year to date+8.4%

−5.7%Worst drop · 1Y−8.9%

9.4%Volatility · 1Y13.6%

7.5%Yield1.1%

$31.7MAssets$850B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

CVRD0.90%$90

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

Yields: CVRD, VTI, IVV

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

IVV1.14%$114

VTI1.10%$110

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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

Overlap: CVRD, VTI, IVV

Today

86.5%most shared, VTI and IVV

CVRDVTIIVV

CVRD—11.5%13.3%

VTI11.5%—86.5%

IVV13.3%86.5%—

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

Return vs Bumpiness: 3 ETFs

+10.7%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

CVRDVTI

+6.9%Year to date+8.4%

7.5%Yield1.1%

+10.7%Past year+9.9%

0.90%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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