IVV vs CVRD

AIVV

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income7.36%CVRD · $736 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

+22.0%3 years · per year$18,159 · $12,829+8.7%

+11.9%5 years · per year$17,545 · […][…]

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

1.11%12-mo yield$111 · $736 on $10k7.36%

−8.9%Worst dropSmaller wins−5.7%

13.8%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 9, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	+1.3%	+8.9%	+13.3%	+8.7%	new	−5.7%	$31M

End-of-day Nov 9, 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

$17,545

CVRD

Madison Covered Call

[…]

MeasureIVVCVRD

Fee0.03%0.90%

Cost on $10k a year$3$90

Yield1.11%7.36%

5 years, per year+11.9%[…]

3 years, per year+22.0%+8.7%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.8%9.4%

3–2measures won
CVRD first

13.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, CVRD, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVCVRDVOOSPYM

IVV—13.3%92.7%99.9%

CVRD13.3%—12.7%13.3%

VOO92.7%12.7%—92.7%

SPYM99.9%13.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$646most kept, CVRD

CVRD$736 − $90 = $646

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee