CVRD vs VIG

ACVRD

BVIG

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income7.37%CVRD · $737 on $10k

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

Held in common13.8%CVRD and VIG

CVRD

VIG

Madison Covered Call ETF · $31MVanguard Dividend Appreciation ETF · $109B

+9.6%3 years · per year$13,168 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.92%Expense ratio$92 · $4 on $10k · lower wins0.04%

7.37%12-mo yield$737 · $144 on $10k1.44%

−5.7%Worst dropSmaller wins−7.9%

9.2%VolatilityLower wins10.2%

3–2CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRD · VIG

3.2%AVGO4.3%

4.6%V2.5%

3.1%APH0.9%

1.8%QCOM0.9%

Held in common13.8%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

CVRD

Madison Covered Call

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCVRDVIG

Fee0.92%0.04%

Cost on $10k a year$92$4

Yield7.37%1.44%

5 years, per year[…]+11.2%

3 years, per year+9.6%+20.6%

Worst drop · 1Y−5.7%−7.9%

Volatility · 1Y9.2%10.2%

3–2measures won
CVRD first

13.8%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG

Today

13.8%most shared, CVRD and VIG

CVRDVIG

CVRD—13.8%

VIG13.8%—

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

VIG$144 − $4 = $140

KeptFee

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