CVRD vs FTHI

ACVRD

BFTHI

Measures won1–4FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income9.16%FTHI · $916 on $10k

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

Held in common6.3%CVRD and FTHI

CVRD

FTHI

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

+8.7%3 years · per year$12,829 · $14,729+13.8%

[…]5 years · per year[…] · $15,928+9.8%

0.90%Expense ratio$90 · $75 on $10k · lower wins0.75%

7.36%12-mo yield$736 · $916 on $10k9.16%

−5.7%Worst dropSmaller wins−5.5%

9.4%VolatilityLower wins10.3%

1–4FTHI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCVRD · FTHI

4.5%AMZN2.7%

2.8%AVGO1.7%

1.8%GOOG1.5%

3.8%BLK0.2%

Held in common6.3%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.16%	+2.0%	+5.2%	+7.1%	+13.8%	+9.8%	−5.5%	$2.5B
4	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.16%	+2.0%	+5.2%	+7.1%	+13.8%	+9.8%	−5.5%	$2.5B
4	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 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

$15,928

MeasureCVRDFTHI

Fee0.90%0.75%

Cost on $10k a year$90$75

Yield7.36%9.16%

5 years, per year[…]+9.8%

3 years, per year+8.7%+13.8%

Worst drop · 1Y−5.7%−5.5%

Volatility · 1Y9.4%10.3%

4–1measures won
FTHI first

6.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CVRD, FTHI, VIG, SCHD

Today

31.6%most shared, FTHI and VIG

CVRDFTHIVIGSCHD

CVRD—6.3%13.5%10.7%

FTHI6.3%—31.6%6.0%

VIG13.5%31.6%—14.5%

SCHD10.7%6.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$841most kept, FTHI

FTHI$916 − $75 = $841

CVRD$736 − $90 = $646

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee