Compare · 3 funds side by side · dividends reinvested

RFDA, VOO and IVV

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, VOO and IVV, 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

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

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%$887B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: RFDA 2016 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

RFDAMeasureVOO

+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 · $18,224+22.1%

+12.2%5 years · per year$10,000 became $17,796 · $17,156+11.4%

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

2.03%Trailing 12-mo yield$203 · $110 a year on $10k1.10%

−5.4%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.5%

RFDAVOO 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 VOO: Top 5 Holdings

Today

RFDA

15.0%in top 5

VOO

in top 528.3%

RFDAStockVOO

2.9%NVDA8.4%

not top 5AAPL7.4%

2.8%MSFT5.8%

not top 5AMZN3.7%

3.3%JNJnot top 5

not top 5GOOGL3.1%

3.0%JPMnot top 5

2.9%UNHnot top 5

Held in common24.0%

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

RFDA vs VOO Returns, Every Period

ALPSRFDA

+12.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

RFDAVOOFaded: 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%

$79.0MAssets$887B

4–0RFDA wins

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

Cost, Income and Risk

Fees: RFDA, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

RFDA0.52%$52

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

Yields: RFDA, VOO, IVV

2.03%highest, RFDA

FundTrailing yieldYield$10k

RFDA2.03%$203

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: RFDA, VOO, IVV

Today

93.5%most shared, VOO and IVV

RFDAVOOIVV

RFDA—24.0%24.7%

VOO24.0%—93.5%

IVV24.7%93.5%—

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

VOOWorst drop−8.9%13.5% 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

RFDAVOO

+13.6%Year to date+8.4%

2.0%Yield1.1%

+15.3%Past year+9.8%

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$805B

2–0SPYM wins

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%

$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