Compare · 2 funds side by side · dividends reinvested

IVV and CVRD

IVViShares×CVRDMadison Funds×

Versus in desk

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

02 / 04

IVV and CVRD, 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%$887B1.4

Madison Covered Call ETFIncome · Covered calls0.90%7.37%+8.8%+12.1%+9.6%[…]−5.7%9.2%$31M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

Madison Covered Call ETF · $31M[…]

CVRD

IVV

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

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

CVRDMeasureIVV

+8.8%Year to dateJan 1 → Nov 4+13.4%

+12.1%1 yearTotal return+13.5%

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

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

0.90%Expense ratio$90 · $3 a year on $10k · lower is better0.03%

7.37%Trailing 12-mo yield$737 · $109 a year on $10k1.09%

−5.7%Worst dropSmaller is better−8.9%

9.2%VolatilityLower is calmer12.9%

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

3–4IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVRD vs IVV: Top 5 Holdings

Today

CVRD

32.9%in top 5

IVV

in top 527.3%

CVRDStockIVV

14.4%8AMMF0JAnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.3%DHRnot top 5

4.6%Vnot top 5

4.3%AMZN3.8%

4.3%ACNnot top 5

not top 5GOOGL2.5%

Held in common13.1%

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

CVRD vs IVV Returns, Every Period

Madison FundsCVRD

+12.1%

past year

IVViShares

+13.5%

past year

CVRDIVVFaded: behind in that period

0–3IVV wins

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

Income vs Core: CVRD vs IVV

YTD

Madison FundsCVRD

+8.8%

IVViShares

+13.4%

+8.8%Year to date+13.4%

−5.7%Worst drop · 1Y−8.9%

9.2%Volatility · 1Y12.9%

7.4%Yield1.1%

$31.3MAssets$887B

3–1CVRD wins

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

Cost, Income and Risk

Fees: IVV, CVRD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CVRD0.90%$90

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

Yields: IVV, CVRD

7.37%highest, CVRD

FundTrailing yieldYield$10k

CVRD7.37%$737

IVV1.09%$109

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

KeptFee

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

Overlap: IVV, CVRD

Today

13.1%most shared, IVV and CVRD

IVVCVRD

IVV—13.1%

CVRD13.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

CVRDWorst drop−5.7%9.2% 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 Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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