Compare · 3 funds side by side · dividends reinvested

RFDA, CGDV and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,753RFDA · best of the three

02 / 04

RFDA, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.04%+13.3%+14.7%+20.9%+12.2%−5.4%11.2%$76M1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: RFDA 2016 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Dynamic US Dividend Advantage ETF · $76M$17,753

RFDA

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

RFDAMeasureCGDV

+13.3%Year to dateJan 1 → Nov 6+9.6%

+14.7%1 yearTotal return+12.9%

+20.9%3 years · per year$10,000 became $17,691 · $18,840+23.5%

+12.2%5 years · per year$10,000 became $17,753 · […][…]

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

2.04%Trailing 12-mo yield$204 · $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 6, 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

14.9%in top 5

CGDV

in top 523.9%

RFDAStockCGDV

2.8%MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

3.4%JNJnot top 5

not top 5RTX3.2%

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%KOnot top 5

Held in common21.4%

End-of-day Nov 6, 2026 · share of each fund

RFDA vs CGDV Returns, Every Period

ALPSRFDA

+14.7%

past year

CGDVCapital Group

+12.9%

past year

RFDACGDVFaded: behind in that period

2–1RFDA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RFDA vs VYM

YTD

ALPSRFDA

+13.3%

VYMVanguard

+12.8%

+13.3%Year to date+12.8%

−5.4%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y10.6%

2.0%Yield2.3%

$76.4MAssets$78.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFDA, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

RFDA0.52%$52

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RFDA, CGDV, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

RFDA2.04%$204

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

RFDA$204 − $52 = $152

CGDV$127 − $33 = $94

KeptFee

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

Overlap: RFDA, CGDV, VYM

Today

33.4%most shared, RFDA and VYM

RFDACGDVVYM

RFDA—21.4%33.4%

CGDV21.4%—22.8%

VYM33.4%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

RFDAWorst drop−5.4%11.2% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VYMRFDA

+12.8%Year to date+13.3%

2.3%Yield2.0%

+16.5%Past year+14.7%

0.04%Fee0.52%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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