CVRD vs SCHD

ACVRD

BSCHD

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common10.7%CVRD and SCHD

Madison Covered Call ETF · $32MSchwab U.S. Dividend Equity ETF · $123B

+8.4%3 years · per year$12,744 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.90%Expense ratio$90 · $6 on $10k · lower wins0.06%

7.36%12-mo yield$736 · $293 on $10k

Cards for this view

CVRD

Madison Covered Call

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCVRDSCHD

Fee0.90%0.06%

Cost on $10k a year$90$6

Yield7.36%2.93%

5 years, per year[…]+10.4%

3 years, per year+8.4%+19.9%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y9.4%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	0.0%	+8.9%	+12.5%	+8.4%	new	−5.7%	$32M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	0.0%	+8.9%	+12.5%	+8.4%	new	−5.7%	$32M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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