Compare · 4 funds side by side · dividends reinvested

IVV, CVRD, SPY and SCHD

IVViShares×CVRDMadison Funds×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, CVRD, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

Madison Covered Call ETFIncome · Covered calls0.90%7.50%+6.9%+10.3%+8.6%[…]−5.7%9.4%$31M2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B3.0

Rank among the four1st → 4thFee, 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: IVV 2000 · CVRD 2023 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

CVRD

Madison Covered Call ETF · $31M[…]

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

IVVMeasureCVRD

+8.7%Year to dateJan 1 → Nov 6+6.9%

+9.8%1 yearTotal return+10.3%

+21.8%3 years · per year$10,000 became $18,084 · $12,801+8.6%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $90 a year on $10k · lower is better0.90%

1.14%Trailing 12-mo yield$114 · $750 a year on $10k7.50%

−8.9%Worst dropSmaller is better−5.7%

13.6%VolatilityLower is calmer9.4%

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

3–4CVRD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CVRD: Top 5 Holdings

Today

IVV

27.8%in top 5

CVRD

in top 533.4%

IVVStockCVRD

not top 58AMMF0JA14.5%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5DHR5.2%

not top 5V4.6%

not top 5ACN4.5%

4.0%AMZN4.5%

2.6%GOOGLnot top 5

Held in common13.3%

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

IVV vs CVRD Returns, Every Period

iSharesIVV

+9.8%

past year

CVRDMadison Funds

+10.3%

past year

IVVCVRDFaded: behind in that period

2–1IVV wins

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

Core vs Income: IVV vs CVRD

YTD

iSharesIVV

+8.7%

CVRDMadison Funds

+6.9%

+8.7%Year to date+6.9%

−8.9%Worst drop · 1Y−5.7%

13.6%Volatility · 1Y9.4%

1.1%Yield7.5%

$853BAssets$31.1M

3–1CVRD wins

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

Cost, Income and Risk

Fees: IVV, CVRD, SPY, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

CVRD0.90%$90

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

Yields: IVV, CVRD, SPY, SCHD

7.50%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.50%$750

SCHD3.00%$300

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, CVRD, SPY, SCHD

Today

99.9%most shared, IVV and SPY

IVVCVRDSPYSCHD

IVV—13.3%99.9%8.7%

CVRD13.3%—13.3%10.7%

SPY99.9%13.3%—8.7%

SCHD8.7%10.7%8.7%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

CVRDWorst drop−5.7%9.4% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CVRDSCHD

+6.9%Year to date+31.4%

7.5%Yield3.0%

+10.3%Past year+37.0%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026