IVV vs CVRD

AIVV

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

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 · $887BMadison Covered Call ETF · $31M

+22.1%3 years · per year$18,221 · $12,836+8.7%

+11.4%5 years · per year$17,151 · […][…]

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 three, one scale

Shared top holdingsIVV · CVRD

3.9%AMZN4.5%

2.3%AVGO3.1%

2.1%GOOG1.8%

1.1%V4.7%

Held in common13.3%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

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

IVV vs CVRD

IVV

iShares Core S&P 500

$17,151

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+22.1%+8.7%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.6%9.4%

3–2measures won
CVRD first

13.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, CVRD, VTI

Today

86.5%most shared, IVV and VTI

IVVCVRDVTI

IVV—13.3%86.5%

CVRD13.3%—11.5%

VTI86.5%11.5%—

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

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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