CVRD vs VOO

ACVRD

BVOO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income7.36%CVRD · $736 on $10k

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

Held in common12.7%CVRD and VOO

CVRD

VOO

Madison Covered Call ETF · $31MVanguard S&P 500 ETF · $1.00T

+8.7%3 years · per year$12,829 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.90%Expense ratio$90 · $3 on $10k · lower wins0.03%

7.36%12-mo yield$736 · $107 on $10k1.07%

−5.7%Worst dropSmaller wins−8.9%

9.4%VolatilityLower wins13.7%

3–2CVRD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCVRD · VOO

4.5%AMZN3.7%

2.8%AVGO2.5%

1.8%GOOG2.5%

4.6%V0.9%

Held in common12.7%

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 Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 VOO

CVRD

Madison Covered Call

[…]

VOO

Vanguard S&P 500

$17,543

MeasureCVRDVOO

Fee0.90%0.03%

Cost on $10k a year$90$3

Yield7.36%1.07%

5 years, per year[…]+11.9%

3 years, per year+8.7%+22.0%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.4%13.7%

3–2measures won
CVRD first

12.7%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CVRD, VOO, SCHD, SPY

Today

92.7%most shared, VOO and SPY

CVRDVOOSCHDSPY

CVRD—12.7%10.7%13.2%

VOO12.7%—7.6%92.7%

SCHD10.7%7.6%—8.6%

SPY13.2%92.7%8.6%—

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

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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