Compare · 3 funds side by side · dividends reinvested

RFDA, CGDV and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,939RFDA · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

RFDA, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.6

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.01%+14.9%+17.1%+20.2%+12.4%−5.4%11.3%$77M1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: RFDA 2016 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS Dynamic US Dividend Advantage ETF · $77M$17,939

RFDA

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 21.0% in common

RFDA

More Ways to See the Pairs

RFDA vs SCHD: Top 5 Holdings

Today

RFDA

14.9%in top 5

SCHD

in top 521.4%

RFDAStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

2.8%KO4.3%

not top 5HD4.3%

not top 5AMGN

Cost, Income and Risk

Fees: RFDA, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

RFDA0.52%$52

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+14.9%Year to dateJan 1 → Nov 10+33.8%

+17.1%1 yearTotal return+38.8%

+20.2%3 years · per year$10,000 became $17,364 · $17,062+19.5%

+12.4%5 years · per year$10,000 became $17,939 · $16,428+10.4%

0.52%Expense ratio$52 · $6 a year on $10k · lower is better0.06%

2.01%Trailing 12-mo yield$201 · $294 a year on $10k2.94%

−5.4%Worst dropSmaller is better−6.9%

11.3%VolatilityLower is calmer11.8%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

3.4%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%MSFTnot top 5

Held in common21.0%

End-of-day Nov 10, 2026 · share of each fund

RFDA vs SCHD Returns, Every Period

5Y

ALPSRFDA

+12.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

RFDASCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

RFDA vs SCHD

YTD

ALPSRFDA

+14.9%

SCHDSchwab

+33.8%

+14.9%Year to date+33.8%

−5.4%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.8%

2.0%Yield2.9%

$77.4MAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: RFDA, CGDV, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

RFDA2.01%$201

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

RFDA$201 − $52 = $149

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RFDA, CGDV, SCHD

Today

21.0%most shared, RFDA and CGDV

RFDACGDVSCHD

RFDA—21.0%21.0%

CGDV21.0%—5.7%

SCHD21.0%5.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

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 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRFDA

+33.8%Year to date+14.9%

2.9%Yield2.0%

+38.8%Past year+17.1%

0.06%Fee0.52%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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RFDA, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: RFDA, CGDV, SCHD