CVRD vs SPYM

ACVRD

BSPYM

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common13.3%CVRD and SPYM

CVRD

SPYM

Madison Covered Call ETF · $31MState Street SPDR Portfolio S&P 500 ETF · $178B

+8.6%3 years · per year$12,801 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.90%Expense ratio$90 · $2 on $10k · lower wins0.02%

7.50%12-mo yield$750 · $105 on $10k1.05%

−5.7%Worst dropSmaller wins−8.9%

9.4%VolatilityLower wins13.6%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · SPYM

4.5%AMZN4.0%

2.8%AVGO2.2%

1.8%GOOG2.1%

4.6%V1.1%

Held in common13.3%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

End-of-day Nov 6, 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

$17,192

MeasureCVRDSPYM

Fee0.90%0.02%

Cost on $10k a year$90$2

Yield7.50%1.05%

5 years, per year[…]+11.4%

3 years, per year+8.6%+21.8%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.4%13.6%

3–2measures won
CVRD first

13.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CVRD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CVRDSPYMSPY

CVRD—13.3%13.3%

SPYM13.3%—99.9%

SPY13.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee