Compare · 3 funds side by side · dividends reinvested

RFDA, IVV and SPY

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, IVV and SPY, 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%$76M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Dynamic US Dividend Advantage ETF · $76M$17,796

RFDA

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

RFDAMeasureIVV

+13.6%Year to dateJan 1 → Nov 5+8.4%

+15.3%1 yearTotal return+9.7%

+21.4%3 years · per year$10,000 became $17,890 · $18,221+22.1%

+12.2%5 years · per year$10,000 became $17,796 · $17,151+11.4%

0.52%Expense ratio$52 · $3 a year on $10k · lower is better0.03%

2.03%Trailing 12-mo yield$203 · $114 a year on $10k1.14%

−5.4%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

6–2RFDA 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 IVV: Top 5 Holdings

Today

RFDA

15.0%in top 5

IVV

in top 527.7%

RFDAStockIVV

not top 5AAPL7.7%

2.9%NVDA7.3%

2.8%MSFT6.2%

not top 5AMZN3.9%

3.3%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

not top 5GOOGL2.6%

Held in common24.7%

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

RFDA vs IVV Returns, Every Period

ALPSRFDA

+12.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

RFDAIVVFaded: behind in that period

3–1RFDA wins

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

Income vs Core: RFDA vs IVV

YTD

ALPSRFDA

+13.6%

IVViShares

+8.4%

+13.6%Year to date+8.4%

−5.4%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

2.0%Yield1.1%

$76.4MAssets$850B

4–0RFDA wins

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

Cost, Income and Risk

Fees: RFDA, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

RFDA0.52%$52

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

Yields: RFDA, IVV, SPY

2.03%highest, RFDA

FundTrailing yieldYield$10k

RFDA2.03%$203

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$151most kept, RFDA

RFDA$203 − $52 = $151

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: RFDA, IVV, SPY

Today

99.9%most shared, IVV and SPY

RFDAIVVSPY

RFDA—24.7%24.7%

IVV24.7%—99.9%

SPY24.7%99.9%—

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

RFDAWorst drop−5.4%11.2% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RFDAIVV

+13.6%Year to date+8.4%

2.0%Yield1.1%

+15.3%Past year+9.7%

0.52%Fee0.03%

3–1RFDA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026