CVRD vs SCHD

ACVRD

BSCHD

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.37%CVRD · $737 on $10k

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

Held in common10.4%CVRD and SCHD

CVRD

SCHD

Madison Covered Call ETF · $31MSchwab U.S. Dividend Equity ETF · $121B

+9.6%3 years · per year$13,168 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.92%Expense ratio$92 · $6 on $10k · lower wins0.06%

7.37%12-mo yield$737 · $291 on $10k2.91%

−5.7%Worst dropSmaller wins−6.9%

9.2%VolatilityLower wins11.5%

3–2CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRD · SCHD

4.3%ACN3.7%

3.2%PEP3.8%

1.8%QCOM3.8%

1.7%CMCSA2.0%

Held in common10.4%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ACVRD	Madison Covered Call ETFRead Desk		0.92%	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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ACVRD	Madison Covered Call ETFRead Desk		0.92%	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 SCHD

CVRD

Madison Covered Call

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCVRDSCHD

Fee0.92%0.06%

Cost on $10k a year$92$6

Yield7.37%2.91%

5 years, per year[…]+11.0%

3 years, per year+9.6%+21.4%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y9.2%11.5%

3–2measures won
CVRD first

10.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CVRD, SCHD

Today

10.4%most shared, CVRD and SCHD

CVRDSCHD

CVRD—10.4%

SCHD10.4%—

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

Income After Fees on $10,000

$645most kept, CVRD

CVRD$737 − $92 = $645

SCHD$291 − $6 = $285

KeptFee

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