CVRD vs DGRO

ACVRD

BDGRO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common12.4%CVRD and DGRO

CVRD

DGRO

Madison Covered Call ETF · $31MiShares Core Dividend Growth ETF · $46.1B

+8.7%3 years · per year$12,836 · $17,770+21.1%

[…]5 years · per year[…] · $16,941+11.1%

0.90%Expense ratio$90 · $8 on $10k · lower wins0.08%

7.50%12-mo yield$750 · $186 on $10k1.86%

−5.7%Worst dropSmaller wins−6.5%

9.4%VolatilityLower wins10.2%

3–2CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRD · DGRO

3.1%AVGO2.4%

3.2%PEP1.8%

4.4%ACN1.2%

2.5%NEE1.2%

Held in common12.4%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ACVRD	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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ACVRD	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

CVRD vs DGRO

CVRD

Madison Covered Call

[…]

DGRO

iShares Core Dividend Growth

$16,941

MeasureCVRDDGRO

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield7.50%1.86%

5 years, per year[…]+11.1%

3 years, per year+8.7%+21.1%

Worst drop · 1Y−5.7%−6.5%

Volatility · 1Y9.4%10.2%

3–2measures won
CVRD first

12.4%

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: CVRD, DGRO

Today

12.4%most shared, CVRD and DGRO

CVRDDGRO

CVRD—12.4%

DGRO12.4%—

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

DGRO$186 − $8 = $178

KeptFee

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