CVRD vs SPYM

ACVRD

BSPYM

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income7.37%CVRD · $737 on $10k

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

Held in common13.1%CVRD and SPYM

CVRD

SPYM

Madison Covered Call ETF · $31MState Street SPDR Portfolio S&P 500 ETF · $185B

+9.6%3 years · per year$13,168 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.92%Expense ratio$92 · $2 on $10k · lower wins0.02%

7.37%12-mo yield$737 · $101 on $10k1.01%

−5.7%Worst dropSmaller wins−8.9%

9.2%VolatilityLower wins12.8%

3–2CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRD · SPYM

4.3%AMZN3.8%

3.2%AVGO2.4%

1.8%GOOG2.0%

4.6%V1.1%

Held in common13.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
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 SPYM

CVRD

Madison Covered Call

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCVRDSPYM

Fee0.92%0.02%

Cost on $10k a year$92$2

Yield7.37%1.01%

5 years, per year[…]+12.6%

3 years, per year+9.6%+24.3%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.2%12.8%

3–2measures won
CVRD first

13.1%

holdings shared

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

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

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

Overlap: CVRD, SPYM

Today

13.1%most shared, CVRD and SPYM

CVRDSPYM

CVRD—13.1%

SPYM13.1%—

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

SPYM$101 − $2 = $99

KeptFee

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