VIG vs CVRD

AVIG

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income7.50%CVRD · $750 on $10k

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

Held in common13.5%VIG and CVRD

VIG

CVRD

Vanguard Dividend Appreciation ETF · $109BMadison Covered Call ETF · $31M

+18.6%3 years · per year$16,669 · $12,801+8.6%

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $90 on $10k · lower wins0.90%

1.50%12-mo yield$150 · $750 on $10k7.50%

−7.9%Worst dropSmaller wins−5.7%

10.8%VolatilityLower wins9.4%

2–3CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · CVRD

4.3%AVGO2.8%

2.5%V4.6%

0.9%APH2.7%

0.9%QCOM1.8%

Held in common13.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$31M

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

VIG vs CVRD

VIG

Vanguard Dividend Appreciation

$16,243

CVRD

Madison Covered Call

[…]

MeasureVIGCVRD

Fee0.04%0.90%

Cost on $10k a year$4$90

Yield1.50%7.50%

5 years, per year+10.2%[…]

3 years, per year+18.6%+8.6%

Worst drop · 1Y−7.9%−5.7%

Volatility · 1Y10.8%9.4%

3–2measures won
CVRD first

13.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: VIG, CVRD, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCVRDSCHD

VIG—13.5%14.5%

CVRD13.5%—10.7%

SCHD14.5%10.7%—

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

VIG$150 − $4 = $146

KeptFee

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