Compare · 2 funds side by side · dividends reinvested

CVRD and XYLD

CVRDMadison Funds×XYLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,171XYLD · best of the two

02 / 04

CVRD and XYLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.33%+10.1%+14.4%+14.8%+7.2%−5.3%7.0%$3.3B1.0

Madison Covered Call ETFIncome · Covered calls0.92%7.45%+7.5%+10.3%+9.4%[…]−5.7%9.2%$31M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: CVRD 2023 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$14,171

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

CVRDMeasureXYLD

+7.5%Year to dateJan 1 → Nov 3+10.1%

+10.3%1 yearTotal return+14.4%

+9.4%3 years · per year$10,000 became $13,108 · $15,127+14.8%

[…]5 years · per year$10,000 became […] · $14,171+7.2%

0.92%Expense ratio$92 · $60 a year on $10k · lower is better0.60%

7.45%Trailing 12-mo yield$745 · $1,033 a year on $10k10.33%

−5.7%Worst dropSmaller is better−5.3%

9.2%VolatilityLower is calmer7.0%

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

0–7XYLD wins

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

More Ways to See the Pairs

CVRD vs XYLD: Top 5 Holdings

Today

CVRD

33.0%in top 5

XYLD

in top 527.5%

CVRDStockXYLD

14.4%8AMMF0JAnot top 5

not top 5AAPL7.7%

not top 5NVDA7.6%

not top 5MSFT6.0%

5.2%DHRnot top 5

4.6%Vnot top 5

4.4%ACNnot top 5

4.2%AMZN3.6%

not top 5GOOGL2.5%

Held in common12.9%

End-of-day Nov 3, 2026 · share of each fund

CVRD vs XYLD Returns, Every Period

Madison FundsCVRD

+10.3%

past year

XYLDGlobal X

+14.4%

past year

CVRDXYLDFaded: behind in that period

0–3XYLD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVRD vs XYLD

YTD

Madison FundsCVRD

+7.5%

XYLDGlobal X

+10.1%

+7.5%Year to date+10.1%

−5.7%Worst drop · 1Y−5.3%

9.2%Volatility · 1Y7.0%

7.5%Yield10.3%

$31.3MAssets$3.3B

4–0XYLD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRD, XYLD

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

CVRD0.92%$92

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVRD, XYLD

10.33%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.33%$1,033

CVRD7.45%$745

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

CVRD$745 − $92 = $653

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVRD, XYLD

Today

12.9%most shared, CVRD and XYLD

CVRDXYLD

CVRD—12.9%

XYLD12.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%XYLD, at 7.0% volatility

XYLDWorst drop−5.3%7.0% vol

CVRDWorst drop−5.7%9.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDCVRD

+10.1%Year to date+7.5%

10.3%Yield7.5%

+14.4%Past year+10.3%

0.60%Fee0.92%

4–0XYLD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026