CVRD vs IVV

ACVRD

BIVV

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income7.37%CVRD · $737 on $10k

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

Held in common13.1%CVRD and IVV

CVRD

IVV

Madison Covered Call ETF · $31MiShares Core S&P 500 ETF · $887B

+9.6%3 years · per year$13,168 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.90%Expense ratio$90 · $3 on $10k · lower wins0.03%

7.37%12-mo yield$737 · $109 on $10k1.09%

−5.7%Worst dropSmaller wins−8.9%

9.2%VolatilityLower wins12.9%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · IVV

4.3%AMZN3.8%

3.2%AVGO2.4%

1.8%GOOG2.0%

4.6%V1.1%

Held in common13.1%

End-of-day Nov 4, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVRD vs IVV

CVRD

Madison Covered Call

[…]

IVV

iShares Core S&P 500

$18,118

MeasureCVRDIVV

Fee0.90%0.03%

Cost on $10k a year$90$3

Yield7.37%1.09%

5 years, per year[…]+12.6%

3 years, per year+9.6%+24.2%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.2%12.9%

3–2measures won
CVRD first

13.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CVRD, IVV, VOO

Today

94.5%most shared, IVV and VOO

CVRDIVVVOO

CVRD—13.1%12.6%

IVV13.1%—94.5%

VOO12.6%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$647most kept, CVRD

CVRD$737 − $90 = $647

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee