Compare · 2 funds side by side · dividends reinvested

RFDA and DGRO

RFDAALPS×DGROiShares×

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 DGRO, 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%$79M1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.5

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 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 36.3% in common

RFDAMeasureDGRO

+17.2%Year to dateJan 1 → Nov 5+20.6%

+17.8%1 yearTotal return+24.5%

+23.0%3 years · per year$10,000 became $18,607 · $18,408+22.6%

+13.1%5 years · per year$10,000 became $18,541 · $17,573+11.9%

0.52%Expense ratio$52 · $8 a year on $10k · lower is better0.08%

1.97%Trailing 12-mo yield$197 · $181 a year on $10k1.81%

−5.4%Worst dropSmaller is better−6.5%

10.8%VolatilityLower is calmer9.7%

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

4–4Level

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 DGRO: Top 5 Holdings

Today

RFDA

15.0%in top 5

DGRO

in top 514.9%

RFDAStockDGRO

3.3%JNJ2.8%

2.8%MSFT3.2%

3.0%JPMnot top 5

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

2.9%UNHnot top 5

2.9%NVDAnot top 5

Held in common36.3%

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

RFDA vs DGRO Returns, Every Period

ALPSRFDA

+13.1%

5 years, per year

DGROiShares

+11.9%

5 years, per year

RFDADGROFaded: behind in that period

2–2Level

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

RFDA vs DGRO

YTD

ALPSRFDA

+17.2%

DGROiShares

+20.6%

+17.2%Year to date+20.6%

−5.4%Worst drop · 1Y−6.5%

10.8%Volatility · 1Y9.7%

2.0%Yield1.8%

$79.0MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: RFDA, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

RFDA0.52%$52

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

Yields: RFDA, DGRO

1.97%highest, RFDA

FundTrailing yieldYield$10k

RFDA1.97%$197

DGRO1.81%$181

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

RFDA$197 − $52 = $145

KeptFee

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

Overlap: RFDA, DGRO

Today

36.3%most shared, RFDA and DGRO

RFDADGRO

RFDA—36.3%

DGRO36.3%—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

RFDAWorst drop−5.4%10.8% vol

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

Paid More vs Made More

YTD

RFDADGRO

+17.2%Year to date+20.6%

2.0%Yield1.8%

+17.8%Past year+24.5%

0.52%Fee0.08%

3–1DGRO 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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