CVRD vs SCHD

ACVRD

BSCHD

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VIG $16,638

Lowest cost0.03%VOO · $3 on $10k

Most income7.36%CVRD · $736 on $10k

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

Held in common10.7%CVRD and SCHD

CVRD

SCHD

Madison Covered Call ETF · $31MSchwab U.S. Dividend Equity ETF · $120B

+8.7%3 years · per year$12,829 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

7.36%12-mo yield$736 · $296 on $10k2.96%

−5.7%Worst dropSmaller wins−6.9%

9.4%VolatilityLower wins11.8%

3–2CVRD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCVRD · SCHD

4.4%ACN3.8%

3.3%PEP4.0%

1.9%QCOM3.9%

1.7%CMCSA2.1%

Held in common10.7%

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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 SCHD

CVRD

Madison Covered Call

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCVRDSCHD

Fee0.90%0.06%

Cost on $10k a year$90$6

Yield7.36%2.96%

5 years, per year[…]+10.5%

3 years, per year+8.7%+19.6%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y9.4%11.8%

3–2measures won
CVRD first

10.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: CVRD, SCHD, VOO, VIG

Today

40.3%most shared, VOO and VIG

CVRDSCHDVOOVIG

CVRD—10.7%12.7%13.5%

SCHD10.7%—7.6%14.5%

VOO12.7%7.6%—40.3%

VIG13.5%14.5%40.3%—

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

Income After Fees on $10,000

$646most kept, CVRD

CVRD$736 − $90 = $646

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VOO$107 − $3 = $104

KeptFee

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