Compare · 3 funds side by side · dividends reinvested

CVRD, XYLD and VIG

CVRDMadison Funds×XYLDGlobal X×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

CVRD, XYLD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.55%+7.8%+11.8%+13.2%+6.7%−5.3%8.0%$3.3B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVRD 2023 · XYLD 2013 · VIG 2006

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$13,854

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

CVRDMeasureXYLD

+6.9%Year to dateJan 1 → Nov 6+7.8%

+10.3%1 yearTotal return+11.8%

+8.6%3 years · per year$10,000 became $12,801 · $14,499+13.2%

[…]5 years · per year$10,000 became […] · $13,854+6.7%

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

7.50%Trailing 12-mo yield$750 · $1,055 a year on $10k10.55%

−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 6, 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

33.4%in top 5

XYLD

in top 527.8%

CVRDStockXYLD

14.5%8AMMF0JAnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%DHRnot top 5

4.6%Vnot top 5

4.5%ACNnot top 5

4.5%AMZN4.0%

not top 5GOOGL2.6%

Held in common13.3%

End-of-day Nov 6, 2026 · share of each fund

CVRD vs XYLD Returns, Every Period

Madison FundsCVRD

+10.3%

past year

XYLDGlobal X

+11.8%

past year

CVRDXYLDFaded: behind in that period

0–3XYLD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CVRD vs XYLD

YTD

Madison FundsCVRD

+6.9%

XYLDGlobal X

+7.8%

+6.9%Year to date+7.8%

−5.7%Worst drop · 1Y−5.3%

9.4%Volatility · 1Y8.0%

7.5%Yield10.6%

$31.2MAssets$3.3B

4–0XYLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRD, XYLD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XYLD0.60%$60

CVRD0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVRD, XYLD, VIG

10.55%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.55%$1,055

CVRD7.50%$750

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$995most kept, XYLD

XYLD$1,055 − $60 = $995

CVRD$750 − $90 = $660

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVRD, XYLD, VIG

Today

42.9%most shared, XYLD and VIG

CVRDXYLDVIG

CVRD—13.3%13.5%

XYLD13.3%—42.9%

VIG13.5%42.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

XYLDWorst drop−5.3%8.0% vol

CVRDWorst drop−5.7%9.4% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDVIG

+7.8%Year to date+12.1%

10.6%Yield1.5%

+11.8%Past year+14.3%

0.60%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026