SCHD vs CVRD

ASCHD

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common10.7%SCHD and CVRD

SCHD

CVRD

Schwab U.S. Dividend Equity ETF · $120BMadison Covered Call ETF · $32M

+20.0%3 years · per year$17,266 · $12,801+8.6%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $90 on $10k · lower wins0.90%

3.00%12-mo yield$300 · $750 on $10k7.50%

−6.9%Worst dropSmaller wins−5.7%

11.7%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CVRD

3.9%ACN4.5%

4.0%PEP3.3%

2.1%CMCSA1.8%

3.6%QCOM1.8%

Held in common10.7%

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BCVRD	Madison Covered Call ETFRead Desk		0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BCVRD	Madison Covered Call ETFRead Desk		0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M

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

SCHD vs CVRD

SCHD

Schwab U.S. Dividend Equity

$16,267

CVRD

Madison Covered Call

[…]

MeasureSCHDCVRD

Fee0.06%0.90%

Cost on $10k a year$6$90

Yield3.00%7.50%

5 years, per year+10.2%[…]

3 years, per year+20.0%+8.6%

Worst drop · 1Y−6.9%−5.7%

Volatility · 1Y11.7%9.4%

3–2measures won
CVRD first

10.7%

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

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

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

Overlap: SCHD, CVRD

Today

10.7%most shared, SCHD and CVRD

SCHDCVRD

SCHD—10.7%

CVRD10.7%—

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

KeptFee

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