Compare · 2 funds side by side · dividends reinvested

FTHI and CVRD

FTHIFirst Trust×CVRDMadison Funds×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,675FTHI · best of the two

02 / 04

FTHI and CVRD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.38%+2.8%+4.3%+13.9%+9.4%−5.5%10.2%$2.6B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.7%+8.7%[…]−5.7%9.4%$32M1.6

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: FTHI 2014 · CVRD 2023

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $32M[…]

CVRD

FTHI

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

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

CVRDMeasureFTHI

+6.9%Year to dateJan 1 → Nov 5+2.8%

+10.7%1 yearTotal return+4.3%

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

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

0.90%Expense ratio$90 · $75 a year on $10k · lower is better0.75%

7.50%Trailing 12-mo yield$750 · $938 a year on $10k9.38%

−5.7%Worst dropSmaller is better−5.5%

9.4%VolatilityLower is calmer10.2%

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

3–4FTHI 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 FTHI: Top 5 Holdings

Today

CVRD

33.2%in top 5

FTHI

in top 523.4%

CVRDStockFTHI

14.2%8AMMF0JAnot top 5

not top 5AAPL8.2%

not top 5NVDA6.3%

5.3%DHRnot top 5

4.7%Vnot top 5

4.5%AMZN2.7%

4.4%ACNnot top 5

not top 5MSFT3.4%

not top 5JPM2.7%

Held in common6.4%

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

CVRD vs FTHI Returns, Every Period

Madison FundsCVRD

+10.7%

past year

FTHIFirst Trust

+4.3%

past year

CVRDFTHIFaded: behind in that period

2–1CVRD wins

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

CVRD vs FTHI

YTD

Madison FundsCVRD

+6.9%

FTHIFirst Trust

+2.8%

+6.9%Year to date+2.8%

−5.7%Worst drop · 1Y−5.5%

9.4%Volatility · 1Y10.2%

7.5%Yield9.4%

$31.7MAssets$2.6B

2–2level

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

Cost, Income and Risk

Fees: FTHI, CVRD

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

CVRD0.90%$90

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

Yields: FTHI, CVRD

9.38%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.38%$938

CVRD7.50%$750

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

KeptFee

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

Overlap: FTHI, CVRD

Today

6.4%most shared, FTHI and CVRD

FTHICVRD

FTHI—6.4%

CVRD6.4%—

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

Return vs Bumpiness: 2 ETFs

+10.7%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

FTHIWorst drop−5.5%10.2% vol

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

Paid More vs Made More

YTD

FTHICVRD

+2.8%Year to date+6.9%

9.4%Yield7.5%

+4.3%Past year+10.7%

0.75%Fee0.90%

2–2level

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%

$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