Compare · 3 funds side by side · dividends reinvested

RFDA, SPYM and IVV

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, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.04%+13.3%+14.7%+20.9%+12.2%−5.4%11.2%$76M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.4

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

RFDAMeasureSPYM

+13.3%Year to dateJan 1 → Nov 6+8.8%

+14.7%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,691 · $18,082+21.8%

+12.2%5 years · per year$10,000 became $17,753 · $17,192+11.4%

0.52%Expense ratio$52 · $2 a year on $10k · lower is better0.02%

2.04%Trailing 12-mo yield$204 · $105 a year on $10k1.05%

−5.4%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

6–2RFDA 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 SPYM: Top 5 Holdings

Today

RFDA

14.9%in top 5

SPYM

in top 527.8%

RFDAStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

2.8%MSFT6.3%

not top 5AMZN4.0%

3.4%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%KOnot top 5

not top 5GOOGL2.6%

Held in common24.8%

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

RFDA vs SPYM Returns, Every Period

ALPSRFDA

+12.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

RFDASPYMFaded: behind in that period

3–1RFDA wins

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

Income vs Core: RFDA vs IVV

YTD

ALPSRFDA

+13.3%

IVViShares

+8.7%

+13.3%Year to date+8.7%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFDA, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

RFDA0.52%$52

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

Yields: RFDA, SPYM, IVV

2.04%highest, RFDA

FundTrailing yieldYield$10k

RFDA2.04%$204

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$152most kept, RFDA

RFDA$204 − $52 = $152

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: RFDA, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

RFDASPYMIVV

RFDA—24.8%24.8%

SPYM24.8%—99.9%

IVV24.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.7%RFDA, at 11.2% volatility

RFDAWorst drop−5.4%11.2% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RFDASPYM

+13.3%Year to date+8.8%

2.0%Yield1.1%

+14.7%Past year+9.8%

0.52%Fee0.02%

3–1RFDA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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