Compare · 4 funds side by side · dividends reinvested

RFDA, CGDV, SCHD and VIG

RFDAALPS×CGDVCapital Group×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,037RFDA · best of the four

02 / 04

RFDA, CGDV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.01%+15.0%+17.4%+20.6%+12.5%−5.4%11.3%$77M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: RFDA 2016 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Dynamic US Dividend Advantage ETF · $77M$18,037

RFDA

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

RFDAMeasureCGDV

+15.0%Year to dateJan 1 → Nov 9+12.1%

+17.4%1 yearTotal return+16.1%

+20.6%3 years · per year$10,000 became $17,555 · $18,934+23.7%

+12.5%5 years · per year$10,000 became $18,012 · […][…]

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

2.01%Trailing 12-mo yield$201 · $124 a year on $10k1.24%

−5.4%Worst dropSmaller is better−9.7%

11.3%VolatilityLower is calmer13.5%

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

5–2RFDA wins

End-of-day Nov 9, 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 524.2%

RFDAStockCGDV

not top 5MSFT6.9%

2.8%NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

3.4%JNJnot top 5

not top 5GE3.2%

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%KOnot top 5

Held in common21.4%

End-of-day Nov 9, 2026 · share of each fund

RFDA vs CGDV Returns, Every Period

ALPSRFDA

+17.4%

past year

CGDVCapital Group

+16.1%

past year

RFDACGDVFaded: behind in that period

2–1RFDA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

RFDA vs SCHD

YTD

ALPSRFDA

+15.0%

SCHDSchwab

+33.2%

+15.0%Year to date+33.2%

−5.4%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.8%

2.0%Yield3.0%

$77.4MAssets$122B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFDA, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

RFDA0.52%$52

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RFDA, CGDV, SCHD, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

RFDA2.01%$201

VIG1.46%$146

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

RFDA$201 − $52 = $149

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: RFDA, CGDV, SCHD, VIG

Today

29.8%most shared, RFDA and VIG

RFDACGDVSCHDVIG

RFDA—21.4%21.1%29.8%

CGDV21.4%—5.8%29.4%

SCHD21.1%5.8%—14.5%

VIG29.8%29.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

RFDAWorst drop−5.4%11.3% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRFDA

+33.2%Year to date+15.0%

3.0%Yield2.0%

+39.1%Past year+17.4%

0.06%Fee0.52%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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