CVRD vs DGRO

ACVRD

BDGRO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common12.2%CVRD and DGRO

CVRD

DGRO

Madison Covered Call ETF · $31MiShares Core Dividend Growth ETF · $44.7B

+8.6%3 years · per year$12,801 · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

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

7.50%12-mo yield$750 · $187 on $10k1.87%

−5.7%Worst dropSmaller wins−6.5%

9.4%VolatilityLower wins10.2%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · DGRO

2.8%AVGO2.2%

3.3%PEP1.8%

4.5%ACN1.2%

2.6%NEE1.2%

Held in common12.2%

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 Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

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 DGRO

CVRD

Madison Covered Call

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureCVRDDGRO

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield7.50%1.87%

5 years, per year[…]+11.0%

3 years, per year+8.6%+20.7%

Worst drop · 1Y−5.7%−6.5%

Volatility · 1Y9.4%10.2%

3–2measures won
CVRD first

12.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

Overlap: CVRD, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

CVRDDGROSCHD

CVRD—12.2%10.7%

DGRO12.2%—21.3%

SCHD10.7%21.3%—

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

DGRO$187 − $8 = $179

KeptFee

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