Compare · 2 funds side by side · dividends reinvested

RFDA and CGDV

RFDAALPS×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,796RFDA · best of the two

02 / 04

RFDA and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%1.97%+17.2%+17.8%+23.0%+13.1%−5.4%10.8%$79M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RFDA 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Dynamic US Dividend Advantage ETF · $79M$17,796

RFDA

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

RFDAMeasureCGDV

+17.2%Year to dateJan 1 → Nov 5+14.6%

+17.8%1 yearTotal return+17.5%

+23.0%3 years · per year$10,000 became $18,607 · $20,044+26.1%

+13.1%5 years · per year$10,000 became $18,541 · […][…]

0.52%Expense ratio$52 · $33 a year on $10k · lower is better0.33%

1.97%Trailing 12-mo yield$197 · $122 a year on $10k1.22%

−5.4%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer12.6%

RFDACGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2RFDA wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFDA vs CGDV: Top 5 Holdings

Today

RFDA

15.0%in top 5

CGDV

in top 524.4%

RFDAStockCGDV

2.8%MSFT7.0%

2.9%NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

3.3%JNJnot top 5

not top 5RTX3.2%

3.0%JPMnot top 5

2.9%UNHnot top 5

Held in common21.6%

End-of-day Nov 5, 2026 · share of each fund

RFDA vs CGDV Returns, Every Period

ALPSRFDA

+17.8%

past year

CGDVCapital Group

+17.5%

past year

RFDACGDVFaded: behind in that period

2–1RFDA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RFDA vs CGDV

YTD

ALPSRFDA

+17.2%

CGDVCapital Group

+14.6%

+17.2%Year to date+14.6%

−5.4%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y12.6%

2.0%Yield1.2%

$79.0MAssets$39.0B

4–0RFDA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFDA, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

RFDA0.52%$52

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RFDA, CGDV

1.97%highest, RFDA

FundTrailing yieldYield$10k

RFDA1.97%$197

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, RFDA

RFDA$197 − $52 = $145

CGDV$122 − $33 = $89

KeptFee

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

Overlap: RFDA, CGDV

Today

21.6%most shared, RFDA and CGDV

RFDACGDV

RFDA—21.6%

CGDV21.6%—

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

Return vs Bumpiness: 2 ETFs

+17.8%RFDA, at 10.8% volatility

RFDAWorst drop−5.4%10.8% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RFDACGDV

+17.2%Year to date+14.6%

2.0%Yield1.2%

+17.8%Past year+17.5%

0.52%Fee0.33%

3–1RFDA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026