ACIO vs CVRD

AACIO

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income7.36%CVRD · $736 on $10k

Smallest drop−5.7%CVRD · worst fall in 1Y

Held in common16.3%ACIO and CVRD

ACIO

CVRD

Aptus Collared Income Opportunity ETF · $2.3BMadison Covered Call ETF · $31M

+14.9%3 years · per year$15,169 · $12,829+8.7%

+8.7%5 years · per year$15,189 · […][…]

0.79%Expense ratio$79 · $90 on $10k · lower wins0.90%

0.39%12-mo yield$39 · $736 on $10k7.36%

−6.6%Worst dropSmaller wins−5.7%

9.9%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACIO · CVRD

4.0%AMZN4.5%

2.2%V4.6%

2.2%AVGO2.8%

4.7%GOOG1.8%

Held in common16.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
4	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
4	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs CVRD

ACIO

Aptus Collared Income Opportunity

$15,189

CVRD

Madison Covered Call

[…]

MeasureACIOCVRD

Fee0.79%0.90%

Cost on $10k a year$79$90

Yield0.39%7.36%

5 years, per year+8.7%[…]

3 years, per year+14.9%+8.7%

Worst drop · 1Y−6.6%−5.7%

Volatility · 1Y9.9%9.4%

3–2measures won
CVRD first

16.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACIO, CVRD, DGRO, SCHD

Today

41.3%most shared, ACIO and DGRO

ACIOCVRDDGROSCHD

ACIO—16.3%41.3%8.5%

CVRD16.3%—12.3%10.7%

DGRO41.3%12.3%—21.3%

SCHD8.5%10.7%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$646most kept, CVRD

CVRD$736 − $90 = $646

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee