Compare · 3 funds side by side · dividends reinvested

FTHI, CVRD and VIG

FTHIFirst Trust×CVRDMadison Funds×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

FTHI, CVRD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.38%+2.8%+4.3%+13.9%+9.4%−5.5%10.2%$2.6B2.0

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−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 5, 2026 · returns include dividends · since: FTHI 2014 · CVRD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust BuyWrite Income ETF · $2.6B$15,675

FTHI

CVRD

Madison Covered Call ETF · $32M[…]

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

FTHIMeasureCVRD

+2.8%Year to dateJan 1 → Nov 5+6.9%

+4.3%1 yearTotal return+10.7%

+13.9%3 years · per year$10,000 became $14,771 · $12,836+8.7%

+9.4%5 years · per year$10,000 became $15,675 · […][…]

0.75%Expense ratio$75 · $90 a year on $10k · lower is better0.90%

9.38%Trailing 12-mo yield$938 · $750 a year on $10k7.50%

−5.5%Worst dropSmaller is better−5.7%

10.2%VolatilityLower is calmer9.4%

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

4–3FTHI wins

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

More Ways to See the Pairs

FTHI vs CVRD: Top 5 Holdings

Today

FTHI

23.4%in top 5

CVRD

in top 533.2%

FTHIStockCVRD

not top 58AMMF0JA14.2%

8.2%AAPLnot top 5

6.3%NVDAnot top 5

not top 5DHR5.3%

not top 5V4.7%

2.7%AMZN4.5%

not top 5ACN4.4%

3.4%MSFTnot top 5

2.7%JPMnot top 5

Held in common6.4%

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

FTHI vs CVRD Returns, Every Period

First TrustFTHI

+4.3%

past year

CVRDMadison Funds

+10.7%

past year

FTHICVRDFaded: behind in that period

1–2CVRD wins

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

FTHI vs CVRD

YTD

First TrustFTHI

+2.8%

CVRDMadison Funds

+6.9%

+2.8%Year to date+6.9%

−5.5%Worst drop · 1Y−5.7%

10.2%Volatility · 1Y9.4%

9.4%Yield7.5%

$2.6BAssets$31.7M

2–2level

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

Cost, Income and Risk

Fees: FTHI, CVRD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FTHI0.75%$75

CVRD0.90%$90

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

Yields: FTHI, CVRD, VIG

9.38%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.38%$938

CVRD7.50%$750

VIG1.49%$149

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

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

CVRD$750 − $90 = $660

VIG$149 − $4 = $145

KeptFee

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

Overlap: FTHI, CVRD, VIG

Today

31.9%most shared, FTHI and VIG

FTHICVRDVIG

FTHI—6.4%31.9%

CVRD6.4%—13.7%

VIG31.9%13.7%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

CVRDWorst drop−5.7%9.4% vol

FTHIWorst drop−5.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

FTHIVIG

+2.8%Year to date+12.5%

9.4%Yield1.5%

+4.3%Past year+15.2%

0.75%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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