CVRD vs VTI

ACVRD

BVTI

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common11.5%CVRD and VTI

CVRD

VTI

Madison Covered Call ETF · $32MVanguard Morningstar Total Stock Market ETF · $689B

+8.6%3 years · per year$12,801 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

7.50%12-mo yield$750 · $109 on $10k1.09%

−5.7%Worst dropSmaller wins−8.9%

9.4%VolatilityLower wins13.7%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · VTI

4.5%AMZN3.3%

2.8%AVGO2.3%

1.8%GOOG2.2%

4.6%V0.8%

Held in common11.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

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 VTI

CVRD

Madison Covered Call

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureCVRDVTI

Fee0.90%0.03%

Cost on $10k a year$90$3

Yield7.50%1.09%

5 years, per year[…]+10.4%

3 years, per year+8.6%+21.7%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.4%13.7%

3–2measures won
CVRD first

11.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CVRD, VTI, VOO

Today

89.0%most shared, VTI and VOO

CVRDVTIVOO

CVRD—11.5%12.7%

VTI11.5%—89.0%

VOO12.7%89.0%—

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

VOO$110 − $3 = $107

VTI$109 − $3 = $106

KeptFee

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