Compare · 3 funds side by side · dividends reinvested

CVRD, VTI and SCHD

CVRDMadison Funds×VTIVanguard×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543VTI · best of the three

Story of the three · IncomeMost incomeCVRD · 7.35% · $735 a year on $10k

Story of the three · RiskSmallest drop

CVRD, VTI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+12.1%+12.2%+21.4%+10.6%−8.9%13.9%$689B2.0

Madison Covered Call ETFIncome · Covered calls0.90%7.35%+9.0%+11.6%+8.6%[…]−5.7%9.4%$32M2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: CVRD 2023 · VTI 2001 · 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 · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

CVRDMeasure

More Ways to See the Pairs

CVRD vs SCHD: Top 5 Holdings

Today

CVRD

32.8%in top 5

SCHD

in top 521.7%

CVRDStockSCHD

14.2%8AMMF0JAnot top 5

5.3%DHRnot top 5

not top 5TXN4.7%

4.5%Vnot top 5

4.5%AMZNnot top 5

Cost, Income and Risk

Fees: CVRD, VTI, SCHD

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

CVRD0.90%$90

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CVRD, VTI, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

+9.0%Year to dateJan 1 → Nov 12+34.2%

+11.6%1 yearTotal return+36.8%

+8.6%3 years · per year$10,000 became $12,800 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

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

7.35%Trailing 12-mo yield$735 · $293 a year on $10k2.93%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

4.2%ACNnot top 5

not top 5AMGN4.1%

Held in common10.6%

End-of-day Nov 12, 2026 · share of each fund

CVRD vs SCHD Returns, Every Period

1Y

Madison FundsCVRD

+11.6%

past year

SCHDSchwab

+36.8%

past year

CVRDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CVRD vs SCHD

YTD

Madison FundsCVRD

+9.0%

SCHDSchwab

+34.2%

+9.0%Year to date+34.2%

−5.7%Worst drop · 1Y−6.9%

9.4%Volatility · 1Y11.7%

7.4%Yield2.9%

$31.7MAssets$123B

3–1CVRD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.35%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.35%$735

SCHD2.93%$293

VTI1.06%$106

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

Income After Fees on $10,000

1Y

$645most kept, CVRD

CVRD$735 − $90 = $645

SCHD$293 − $6 = $287

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CVRD, VTI, SCHD

Today

11.5%most shared, CVRD and VTI

CVRDVTISCHD

CVRD—11.5%10.6%

VTI11.5%—7.1%

SCHD10.6%7.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

CVRDWorst drop−5.7%9.4% vol

SCHDWorst drop−6.9%11.7% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDSCHD

+9.0%Year to date+34.2%

7.4%Yield2.9%

+11.6%Past year+36.8%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CVRD, VTI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three