SPY vs CVRD

ASPY

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income7.35%CVRD · $735 on $10k

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

Held in common13.6%SPY and CVRD

State Street SPDR S&P 500 ETF · $793BMadison Covered Call ETF · $32M

+21.6%3 years · per year$17,968 · $12,800+8.6%

+11.6%5 years · per year$17,337 · […][…]

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

1.00%12-mo yield$100 · $735 on $10k7.35%

Cards for this view

SPY

SPDR S&P 500

$17,337

CVRD

Madison Covered Call

[…]

MeasureSPYCVRD

Fee0.09%0.90%

Cost on $10k a year$9$90

Yield1.00%7.35%

5 years, per year+11.6%[…]

3 years, per year+21.6%+8.6%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.7%9.4%

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.35%	−0.4%	+9.0%	+11.6%	+8.6%	new	−5.7%	$32M

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.35%	−0.4%	+9.0%	+11.6%	+8.6%	new	−5.7%	$32M

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