CVRD vs FTHI

ACVRD

BFTHI

Measures won1–4FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,018FTHI · JEPI $14,322

Lowest cost0.35%JEPI · $35 on $10k

Most income9.11%FTHI · $911 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common6.1%CVRD and FTHI

CVRD

FTHI

Madison Covered Call ETF · $31MFirst Trust BuyWrite Income ETF · $2.5B

+9.4%3 years · per year$13,108 · $15,432+15.6%

[…]5 years · per year[…] · $16,018+9.9%

0.92%Expense ratio$92 · $75 on $10k · lower wins0.75%

7.45%12-mo yield$745 · $911 on $10k9.11%

−5.7%Worst dropSmaller wins−5.5%

9.2%VolatilityLower wins9.5%

1–4FTHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · FTHI

4.2%AMZN2.5%

3.1%AVGO1.9%

1.8%GOOG1.4%

3.7%BLK0.2%

Held in common6.1%

End-of-day Nov 3, 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	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.11%	+0.2%	+5.8%	+6.7%	+15.6%	+9.9%	−5.5%	$2.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACVRD	Madison Covered Call ETFRead Desk	0.92%	7.45%	0.0%	+7.5%	+10.3%	+9.4%	new	−5.7%	$31M

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

All Three

5Y3 funds

#
1	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.11%	+0.2%	+5.8%	+6.7%	+15.6%	+9.9%	−5.5%	$2.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACVRD	Madison Covered Call ETFRead Desk	0.92%	7.45%	0.0%	+7.5%	+10.3%	+9.4%	new	−5.7%	$31M

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

Cards for this view

CVRD vs FTHI

CVRD

Madison Covered Call

[…]

FTHI

First Trust BuyWrite Income

$16,018

MeasureCVRDFTHI

Fee0.92%0.75%

Cost on $10k a year$92$75

Yield7.45%9.11%

5 years, per year[…]+9.9%

3 years, per year+9.4%+15.6%

Worst drop · 1Y−5.7%−5.5%

Volatility · 1Y9.2%9.5%

4–1measures won
FTHI first

6.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CVRD, FTHI, JEPI

Today

27.1%most shared, FTHI and JEPI

CVRDFTHIJEPI

CVRD—6.1%13.2%

FTHI6.1%—27.1%

JEPI13.2%27.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$836most kept, FTHI

FTHI$911 − $75 = $836

JEPI$796 − $35 = $761

CVRD$745 − $92 = $653

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee