Compare · 3 funds side by side · dividends reinvested

CVRD, XYLD and SCHD

CVRDMadison Funds×XYLDGlobal X×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CVRD, XYLD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.59%+7.5%+11.7%+13.3%+6.7%−5.3%8.0%$3.4B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$32M2.6

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 · XYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

XYLD

Global X - S&P 500 Covered Call ETF · $3.4B$13,806

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

CVRDMeasureXYLD

+6.9%Year to dateJan 1 → Nov 5+7.5%

+10.7%1 yearTotal return+11.7%

+8.7%3 years · per year$10,000 became $12,836 · $14,532+13.3%

[…]5 years · per year$10,000 became […] · $13,806+6.7%

0.90%Expense ratio$90 · $60 a year on $10k · lower is better0.60%

7.50%Trailing 12-mo yield$750 · $1,059 a year on $10k10.59%

−5.7%Worst dropSmaller is better−5.3%

9.4%VolatilityLower is calmer8.0%

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

0–7XYLD wins

End-of-day Nov 5, 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

33.2%in top 5

XYLD

in top 528.0%

CVRDStockXYLD

14.2%8AMMF0JAnot top 5

not top 5AAPL7.8%

not top 5NVDA7.4%

not top 5MSFT6.3%

5.3%DHRnot top 5

4.7%Vnot top 5

4.5%AMZN4.0%

4.4%ACNnot top 5

not top 5GOOGL2.6%

Held in common13.4%

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

CVRD vs XYLD Returns, Every Period

Madison FundsCVRD

+10.7%

past year

XYLDGlobal X

+11.7%

past year

CVRDXYLDFaded: behind in that period

0–3XYLD wins

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

CVRD vs XYLD

YTD

Madison FundsCVRD

+6.9%

XYLDGlobal X

+7.5%

+6.9%Year to date+7.5%

−5.7%Worst drop · 1Y−5.3%

9.4%Volatility · 1Y8.0%

7.5%Yield10.6%

$31.7MAssets$3.4B

4–0XYLD wins

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

Cost, Income and Risk

Fees: CVRD, XYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

CVRD0.90%$90

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

Yields: CVRD, XYLD, SCHD

10.59%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.59%$1,059

CVRD7.50%$750

SCHD2.98%$298

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

Income After Fees on $10,000

$999most kept, XYLD

XYLD$1,059 − $60 = $999

CVRD$750 − $90 = $660

SCHD$298 − $6 = $292

KeptFee

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

Overlap: CVRD, XYLD, SCHD

Today

13.4%most shared, CVRD and XYLD

CVRDXYLDSCHD

CVRD—13.4%10.7%

XYLD13.4%—8.5%

SCHD10.7%8.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

XYLDWorst drop−5.3%8.0% vol

CVRDWorst drop−5.7%9.4% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

XYLDSCHD

+7.5%Year to date+32.3%

10.6%Yield3.0%

+11.7%Past year+38.7%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026