SPY vs CVRD

ASPY

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income7.36%CVRD · $736 on $10k

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

Held in common13.2%SPY and CVRD

SPY

CVRD

State Street SPDR S&P 500 ETF · $778BMadison Covered Call ETF · $31M

+21.9%3 years · per year$18,118 · $12,829+8.7%

+11.8%5 years · per year$17,493 · […][…]

0.09%Expense ratio$9 · $90 on $10k · lower wins0.90%

1.01%12-mo yield$101 · $736 on $10k7.36%

−8.9%Worst dropSmaller wins−5.7%

13.7%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · CVRD

4.0%AMZN4.5%

2.2%AVGO2.8%

2.1%GOOG1.8%

1.1%V4.6%

Held in common13.2%

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 Three

5Y3 funds

#
1	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
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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 Three

5Y3 funds

#
1	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
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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

SPY vs CVRD

SPY

SPDR S&P 500

$17,493

CVRD

Madison Covered Call

[…]

MeasureSPYCVRD

Fee0.09%0.90%

Cost on $10k a year$9$90

Yield1.01%7.36%

5 years, per year+11.8%[…]

3 years, per year+21.9%+8.7%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.7%9.4%

3–2measures won
CVRD first

13.2%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPY, CVRD, VOO

Today

92.7%most shared, SPY and VOO

SPYCVRDVOO

SPY—13.2%92.7%

CVRD13.2%—12.7%

VOO92.7%12.7%—

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

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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