FTHI vs CVRD

AFTHI

BCVRD

Measures won4–1FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FTHI $15,675

Lowest cost0.06%SCHD · $6 on $10k

Most income9.38%FTHI · $938 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common6.4%FTHI and CVRD

FTHI

CVRD

First Trust BuyWrite Income ETF · $2.6BMadison Covered Call ETF · $32M

+13.9%3 years · per year$14,771 · $12,836+8.7%

+9.4%5 years · per year$15,675 · […][…]

0.75%Expense ratio$75 · $90 on $10k · lower wins0.90%

9.38%12-mo yield$938 · $750 on $10k7.50%

−5.5%Worst dropSmaller wins−5.7%

10.2%VolatilityLower wins9.4%

4–1FTHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTHI · CVRD

2.7%AMZN4.5%

1.9%AVGO3.1%

1.5%GOOG1.8%

0.3%BLK3.9%

Held in common6.4%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.6B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$32M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.6B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$32M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTHI vs CVRD

FTHI

First Trust BuyWrite Income

$15,675

CVRD

Madison Covered Call

[…]

MeasureFTHICVRD

Fee0.75%0.90%

Cost on $10k a year$75$90

Yield9.38%7.50%

5 years, per year+9.4%[…]

3 years, per year+13.9%+8.7%

Worst drop · 1Y−5.5%−5.7%

Volatility · 1Y10.2%9.4%

4–1measures won
FTHI first

6.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTHI, CVRD, SCHD

Today

10.7%most shared, CVRD and SCHD

FTHICVRDSCHD

FTHI—6.4%6.0%

CVRD6.4%—10.7%

SCHD6.0%10.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

CVRD$750 − $90 = $660

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee