Compare · 3 funds side by side · dividends reinvested

RFDA, CGDV and VIG

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

02 / 04

RFDA, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.03%+13.6%+15.3%+21.4%+12.2%−5.4%11.2%$79M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: RFDA 2016 · CGDV 2022 · VIG 2006

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

+13.6%Year to dateJan 1 → Nov 5+9.7%

+15.3%1 yearTotal return+13.2%

+21.4%3 years · per year$10,000 became $17,890 · $19,064+24.0%

+12.2%5 years · per year$10,000 became $17,796 · […][…]

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

2.03%Trailing 12-mo yield$203 · $127 a year on $10k1.27%

−5.4%Worst dropSmaller is better−9.7%

11.2%VolatilityLower is calmer13.4%

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

+15.3%

past year

CGDVCapital Group

+13.2%

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 VIG

YTD

ALPSRFDA

+13.6%

VIGVanguard

+12.5%

+13.6%Year to date+12.5%

−5.4%Worst drop · 1Y−7.9%

11.2%Volatility · 1Y10.8%

2.0%Yield1.5%

$79.0MAssets$109B

3–1RFDA wins

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

Cost, Income and Risk

Fees: RFDA, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

RFDA0.52%$52

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

Yields: RFDA, CGDV, VIG

2.03%highest, RFDA

FundTrailing yieldYield$10k

RFDA2.03%$203

VIG1.49%$149

CGDV1.27%$127

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

Income After Fees on $10,000

$151most kept, RFDA

RFDA$203 − $52 = $151

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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

Overlap: RFDA, CGDV, VIG

Today

29.9%most shared, RFDA and VIG

RFDACGDVVIG

RFDA—21.6%29.9%

CGDV21.6%—29.5%

VIG29.9%29.5%—

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

Return vs Bumpiness: 3 ETFs

+15.3%RFDA, at 11.2% volatility

VIGWorst drop−7.9%10.8% vol

RFDAWorst drop−5.4%11.2% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

RFDAVIG

+13.6%Year to date+12.5%

2.0%Yield1.5%

+15.3%Past year+15.2%

0.52%Fee0.04%

3–1RFDA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026