IVV vs CVRD

AIVV

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income7.37%CVRD · $737 on $10k

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

Held in common13.1%IVV and CVRD

IVV

CVRD

iShares Core S&P 500 ETF · $887BMadison Covered Call ETF · $31M

+24.2%3 years · per year$19,178 · $13,168+9.6%

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $90 on $10k · lower wins0.90%

1.09%12-mo yield$109 · $737 on $10k7.37%

−8.9%Worst dropSmaller wins−5.7%

12.9%VolatilityLower wins9.2%

2–3CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CVRD

3.8%AMZN4.3%

2.4%AVGO3.2%

2.0%GOOG1.8%

1.1%V4.6%

Held in common13.1%

End-of-day Nov 4, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CVRD

IVV

iShares Core S&P 500

$18,118

CVRD

Madison Covered Call

[…]

MeasureIVVCVRD

Fee0.03%0.90%

Cost on $10k a year$3$90

Yield1.09%7.37%

5 years, per year+12.6%[…]

3 years, per year+24.2%+9.6%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y12.9%9.2%

3–2measures won
CVRD first

13.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, CVRD, VOO

Today

94.5%most shared, IVV and VOO

IVVCVRDVOO

IVV—13.1%94.5%

CVRD13.1%—12.6%

VOO94.5%12.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$647most kept, CVRD

CVRD$737 − $90 = $647

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee