CVRD vs ACIO

ACVRD

BACIO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

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 common16.2%CVRD and ACIO

CVRD

ACIO

Madison Covered Call ETF · $32MAptus Collared Income Opportunity ETF · $2.4B

+8.6%3 years · per year$12,801 · $15,213+15.0%

[…]5 years · per year[…] · $14,959+8.4%

0.90%Expense ratio$90 · $79 on $10k · lower wins0.79%

7.50%12-mo yield$750 · $40 on $10k0.40%

−5.7%Worst dropSmaller wins−6.6%

9.4%VolatilityLower wins9.9%

3–2CVRD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCVRD · ACIO

4.5%AMZN4.0%

4.6%V2.2%

2.8%AVGO2.2%

1.8%GOOG4.7%

Held in common16.2%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
4	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
4	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVRD vs ACIO

CVRD

Madison Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureCVRDACIO

Fee0.90%0.79%

Cost on $10k a year$90$79

Yield7.50%0.40%

5 years, per year[…]+8.4%

3 years, per year+8.6%+15.0%

Worst drop · 1Y−5.7%−6.6%

Volatility · 1Y9.4%9.9%

3–2measures won
CVRD first

16.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

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

Overlap: CVRD, ACIO, SCHD, VIG

Today

42.3%most shared, ACIO and VIG

CVRDACIOSCHDVIG

CVRD—16.2%10.7%13.5%

ACIO16.2%—8.6%42.3%

SCHD10.7%8.6%—14.5%

VIG13.5%42.3%14.5%—

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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