Compare · 3 funds side by side · dividends reinvested

IVV, CVRD and VOO

IVViShares×CVRDMadison Funds×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, CVRD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Madison Covered Call ETFIncome · Covered calls0.90%7.37%+8.8%+12.1%+9.6%[…]−5.7%9.2%$31M2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · CVRD 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

CVRD

Madison Covered Call ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

IVVMeasureCVRD

+13.4%Year to dateJan 1 → Nov 4+8.8%

+13.5%1 yearTotal return+12.1%

+24.2%3 years · per year$10,000 became $19,178 · $13,168+9.6%

+12.6%5 years · per year$10,000 became $18,118 · […][…]

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

1.09%Trailing 12-mo yield$109 · $737 a year on $10k7.37%

−8.9%Worst dropSmaller is better−5.7%

12.9%VolatilityLower is calmer9.2%

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

4–3IVV wins

End-of-day Nov 4, 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

27.3%in top 5

CVRD

in top 532.9%

IVVStockCVRD

not top 58AMMF0JA14.4%

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5DHR5.3%

not top 5V4.6%

3.8%AMZN4.3%

not top 5ACN4.3%

2.5%GOOGLnot top 5

Held in common13.1%

End-of-day Nov 4, 2026 · share of each fund

IVV vs CVRD Returns, Every Period

iSharesIVV

+13.5%

past year

CVRDMadison Funds

+12.1%

past year

IVVCVRDFaded: behind in that period

3–0IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs CVRD

YTD

iSharesIVV

+13.4%

CVRDMadison Funds

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−5.7%

12.9%Volatility · 1Y9.2%

1.1%Yield7.4%

$887BAssets$31.3M

3–1CVRD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CVRD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CVRD0.90%$90

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, CVRD, VOO

7.37%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.37%$737

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$647most kept, CVRD

CVRD$737 − $90 = $647

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, CVRD, VOO

Today

94.5%most shared, IVV and VOO

IVVCVRDVOO

IVV—13.1%94.5%

CVRD13.1%—12.6%

VOO94.5%12.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

CVRDWorst drop−5.7%9.2% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CVRDIVV

+8.8%Year to date+13.4%

7.4%Yield1.1%

+12.1%Past year+13.5%

0.90%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026