CVRD vs QQQ

ACVRD

BQQQ

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income7.46%CVRD · $746 on $10k

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

Held in common14.0%CVRD and QQQ

CVRD

QQQ

Madison Covered Call ETF · $31MInvesco QQQ Trust, Series 1 · $446B

+8.2%3 years · per year$12,661 · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.90%Expense ratio$90 · $18 on $10k · lower wins0.18%

7.46%12-mo yield$746 · $46 on $10k0.46%

−5.7%Worst dropSmaller wins−14.8%

9.3%VolatilityLower wins21.5%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · QQQ

4.5%AMZN4.9%

2.8%AVGO2.4%

1.8%GOOG2.7%

3.3%PEP0.9%

Held in common14.0%

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 Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.46%	0.0%	+7.5%	+11.8%	+8.2%	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 Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.46%	0.0%	+7.5%	+11.8%	+8.2%	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 QQQ

CVRD

Madison Covered Call

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureCVRDQQQ

Fee0.90%0.18%

Cost on $10k a year$90$18

Yield7.46%0.46%

5 years, per year[…]+12.6%

3 years, per year+8.2%+23.9%

Worst drop · 1Y−5.7%−14.8%

Volatility · 1Y9.3%21.5%

3–2measures won
CVRD first

14.0%

holdings shared

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: CVRD, QQQ, VOO

Today

54.8%most shared, QQQ and VOO

CVRDQQQVOO

CVRD—14.0%12.7%

QQQ14.0%—54.8%

VOO12.7%54.8%—

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

Income After Fees on $10,000

$656most kept, CVRD

CVRD$746 − $90 = $656

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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