CVRD vs VYM

ACVRD

BVYM

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VYM · $4 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common9.8%CVRD and VYM

CVRD

VYM

Madison Covered Call ETF · $31MVanguard High Dividend Yield ETF · $78.9B

+8.6%3 years · per year$12,801 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

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

7.50%12-mo yield$750 · $231 on $10k2.31%

−5.7%Worst dropSmaller wins−6.7%

9.4%VolatilityLower wins10.6%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · VYM

2.8%AVGO6.9%

1.8%QCOM0.8%

2.1%ADI0.8%

3.3%PEP0.7%

Held in common9.8%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VYM

CVRD

Madison Covered Call

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureCVRDVYM

Fee0.90%0.04%

Cost on $10k a year$90$4

Yield7.50%2.31%

5 years, per year[…]+11.1%

3 years, per year+8.6%+19.6%

Worst drop · 1Y−5.7%−6.7%

Volatility · 1Y9.4%10.6%

3–2measures won
CVRD first

9.8%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, VYM, VIG

Today

60.6%most shared, VYM and VIG

CVRDVYMVIG

CVRD—9.8%13.5%

VYM9.8%—60.6%

VIG13.5%60.6%—

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

VYM$231 − $4 = $227

VIG$150 − $4 = $146

KeptFee

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