IVV vs CVRD

AIVV

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common13.3%IVV and CVRD

IVV

CVRD

iShares Core S&P 500 ETF · $853BMadison Covered Call ETF · $31M

+21.8%3 years · per year$18,084 · $12,801+8.6%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $750 on $10k7.50%

−8.9%Worst dropSmaller wins−5.7%

13.6%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CVRD

4.0%AMZN4.5%

2.2%AVGO2.8%

2.1%GOOG1.8%

1.1%V4.6%

Held in common13.3%

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 Four

5Y4 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BCVRD	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 Four

5Y4 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BCVRD	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

IVV vs CVRD

IVV

iShares Core S&P 500

$17,177

CVRD

Madison Covered Call

[…]

MeasureIVVCVRD

Fee0.03%0.90%

Cost on $10k a year$3$90

Yield1.14%7.50%

5 years, per year+11.4%[…]

3 years, per year+21.8%+8.6%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.6%9.4%

3–2measures won
CVRD first

13.3%

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, CVRD, VOO, SCHD

Today

92.2%most shared, IVV and VOO

IVVCVRDVOOSCHD

IVV—13.3%92.2%8.7%

CVRD13.3%—12.7%10.7%

VOO92.2%12.7%—7.6%

SCHD8.7%10.7%7.6%—

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

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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