Compare · 2 funds side by side · dividends reinvested

RFDA and SCHD

RFDAALPS×SCHDSchwab×

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 SCHD, 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

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

RFDAMeasureSCHD

+13.6%Year to dateJan 1 → Nov 5+32.3%

+15.3%1 yearTotal return+38.7%

+21.4%3 years · per year$10,000 became $17,890 · $17,414+20.3%

+12.2%5 years · per year$10,000 became $17,796 · $16,375+10.4%

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

2.03%Trailing 12-mo yield$203 · $298 a year on $10k2.98%

−5.4%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.7%

RFDASCHD 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 SCHD: Top 5 Holdings

Today

RFDA

15.0%in top 5

SCHD

in top 521.7%

RFDAStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.3%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

2.9%NVDAnot top 5

2.8%MSFTnot top 5

Held in common20.9%

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

RFDA vs SCHD Returns, Every Period

ALPSRFDA

+12.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

RFDASCHDFaded: behind in that period

2–2Level

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

RFDA vs SCHD

YTD

ALPSRFDA

+13.6%

SCHDSchwab

+32.3%

+13.6%Year to date+32.3%

−5.4%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

2.0%Yield3.0%

$76.4MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: RFDA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RFDA0.52%$52

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

Yields: RFDA, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

RFDA2.03%$203

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RFDA$203 − $52 = $151

KeptFee

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

Overlap: RFDA, SCHD

Today

20.9%most shared, RFDA and SCHD

RFDASCHD

RFDA—20.9%

SCHD20.9%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

RFDAWorst drop−5.4%11.2% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDRFDA

+32.3%Year to date+13.6%

3.0%Yield2.0%

+38.7%Past year+15.3%

0.06%Fee0.52%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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