Compare · 3 funds side by side · dividends reinvested

RFDA, SPYM 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, SPYM 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%$79M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

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%$805B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: RFDA 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

RFDAMeasureSPYM

+13.6%Year to dateJan 1 → Nov 5+8.4%

+15.3%1 yearTotal return+9.8%

+21.4%3 years · per year$10,000 became $17,890 · $18,222+22.1%

+12.2%5 years · per year$10,000 became $17,796 · $17,164+11.4%

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

2.03%Trailing 12-mo yield$203 · $106 a year on $10k1.06%

−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 5, 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

15.0%in top 5

SPYM

in top 527.7%

RFDAStockSPYM

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 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 5, 2026 · dividends in · faded = behind in that period

Income vs Core: RFDA vs SPYM

YTD

ALPSRFDA

+13.6%

SPYMSPDR

+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%

$79.0MAssets$182B

4–0RFDA wins

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

Cost, Income and Risk

Fees: RFDA, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

RFDA0.52%$52

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

Yields: RFDA, SPYM, SPY

2.03%highest, RFDA

FundTrailing yieldYield$10k

RFDA2.03%$203

SPYM1.06%$106

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

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: RFDA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RFDASPYMSPY

RFDA—24.7%24.7%

SPYM24.7%—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

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RFDASPYM

+13.6%Year to date+8.4%

2.0%Yield1.1%

+15.3%Past year+9.8%

0.52%Fee0.02%

3–1RFDA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026