Compare · 2 funds side by side · dividends reinvested

CVRD and VYM

CVRDMadison Funds×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

CVRD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−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 5, 2026 · returns include dividends · since: CVRD 2023 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

CVRDMeasureVYM

+6.9%Year to dateJan 1 → Nov 5+13.3%

+10.7%1 yearTotal return+17.7%

+8.7%3 years · per year$10,000 became $12,836 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $17,002+11.2%

0.90%Expense ratio$90 · $4 a year on $10k · lower is better0.04%

7.50%Trailing 12-mo yield$750 · $230 a year on $10k2.30%

−5.7%Worst dropSmaller is better−6.7%

9.4%VolatilityLower is calmer10.6%

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

3–4VYM 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 VYM: Top 5 Holdings

Today

CVRD

33.2%in top 5

VYM

in top 518.2%

CVRDStockVYM

14.2%8AMMF0JAnot top 5

not top 5AVGO6.9%

5.3%DHRnot top 5

4.7%Vnot top 5

4.5%AMZNnot top 5

4.4%ACNnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common10.1%

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

CVRD vs VYM Returns, Every Period

Madison FundsCVRD

+10.7%

past year

VYMVanguard

+17.7%

past year

CVRDVYMFaded: behind in that period

0–3VYM wins

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

CVRD vs VYM

YTD

Madison FundsCVRD

+6.9%

VYMVanguard

+13.3%

+6.9%Year to date+13.3%

−5.7%Worst drop · 1Y−6.7%

9.4%Volatility · 1Y10.6%

7.5%Yield2.3%

$31.3MAssets$78.9B

3–1CVRD wins

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

Cost, Income and Risk

Fees: CVRD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CVRD0.90%$90

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

Yields: CVRD, VYM

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

VYM2.30%$230

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VYM$230 − $4 = $226

KeptFee

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

Overlap: CVRD, VYM

Today

10.1%most shared, CVRD and VYM

CVRDVYM

CVRD—10.1%

VYM10.1%—

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

Return vs Bumpiness: 2 ETFs

+17.7%VYM, at 10.6% volatility

CVRDWorst drop−5.7%9.4% vol

VYMWorst drop−6.7%10.6% vol

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

Paid More vs Made More

YTD

CVRDVYM

+6.9%Year to date+13.3%

7.5%Yield2.3%

+10.7%Past year+17.7%

0.90%Fee0.04%

3–1VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026