CVRD vs VIG

ACVRD

BVIG

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income7.36%CVRD · $736 on $10k

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

Held in common13.5%CVRD and VIG

CVRD

VIG

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

+8.7%3 years · per year$12,829 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.90%Expense ratio$90 · $4 on $10k · lower wins0.04%

7.36%12-mo yield$736 · $146 on $10k1.46%

−5.7%Worst dropSmaller wins−7.9%

9.4%VolatilityLower wins11.0%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · VIG

2.8%AVGO4.3%

4.6%V2.5%

2.7%APH0.9%

1.9%QCOM0.9%

Held in common13.5%

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 Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	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 Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	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 VIG

CVRD

Madison Covered Call

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureCVRDVIG

Fee0.90%0.04%

Cost on $10k a year$90$4

Yield7.36%1.46%

5 years, per year[…]+10.7%

3 years, per year+8.7%+18.8%

Worst drop · 1Y−5.7%−7.9%

Volatility · 1Y9.4%11.0%

3–2measures won
CVRD first

13.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CVRD, VIG, VYM

Today

60.6%most shared, VIG and VYM

CVRDVIGVYM

CVRD—13.5%9.8%

VIG13.5%—60.6%

VYM9.8%60.6%—

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

VYM$226 − $4 = $222

VIG$146 − $4 = $142

KeptFee

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