ACIO vs CVRD

AACIO

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ACIO $14,980

Lowest cost0.04%VIG · $4 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common16.5%ACIO and CVRD

ACIO

CVRD

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

+15.3%3 years · per year$15,333 · $12,836+8.7%

+8.4%5 years · per year$14,980 · […][…]

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

0.40%12-mo yield$40 · $750 on $10k7.50%

−6.6%Worst dropSmaller wins−5.7%

9.9%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · CVRD

3.9%AMZN4.5%

2.4%AVGO3.1%

2.2%V4.7%

4.6%GOOG1.8%

Held in common16.5%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

End-of-day Nov 5, 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

$14,980

CVRD

Madison Covered Call

[…]

MeasureACIOCVRD

Fee0.79%0.90%

Cost on $10k a year$79$90

Yield0.40%7.50%

5 years, per year+8.4%[…]

3 years, per year+15.3%+8.7%

Worst drop · 1Y−6.6%−5.7%

Volatility · 1Y9.9%9.4%

3–2measures won
CVRD first

16.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACIO, CVRD, VIG

Today

42.8%most shared, ACIO and VIG

ACIOCVRDVIG

ACIO—16.5%42.8%

CVRD16.5%—13.7%

VIG42.8%13.7%—

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

VIG$149 − $4 = $145

ACIO$40 − $79 = −$39

KeptFee

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