CVRD vs SCHD

ACVRD

BSCHD

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · SCHD $16,881

Lowest cost0.04%VYM · $4 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 · $123B

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

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

0.90%Expense ratio$90 · $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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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 SCHD

CVRD

Madison Covered Call

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCVRDSCHD

Fee0.90%0.06%

Cost on $10k a year$90$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%

$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

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

Overlap: CVRD, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

CVRDSCHDVYM

CVRD—10.4%10.2%

SCHD10.4%—21.9%

VYM10.2%21.9%—

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

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

KeptFee

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