Compare · 2 funds side by side · dividends reinvested

RFFC and SCHD

RFFCALPS×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,577RFFC · best of the two

02 / 04

RFFC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

ALPS Active Equity Opportunity ETFUnsorted0.48%0.63%+15.2%+16.9%+23.7%+11.9%−9.2%12.4%$30M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RFFC 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active Equity Opportunity ETF · $30M$17,577

RFFC

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

RFFCMeasureSCHD

+15.2%Year to dateJan 1 → Nov 4+35.3%

+16.9%1 yearTotal return+41.6%

+23.7%3 years · per year$10,000 became $18,950 · $17,908+21.4%

+11.9%5 years · per year$10,000 became $17,577 · $16,881+11.0%

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

0.63%Trailing 12-mo yield$63 · $291 a year on $10k2.91%

−9.2%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFFC vs SCHD: Top 5 Holdings

Today

RFFC

25.4%in top 5

SCHD

in top 521.6%

RFFCStockSCHD

6.0%MSFTnot top 5

5.5%AAPLnot top 5

5.1%NVDAnot top 5

4.9%TSMnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%JNJnot top 5

Held in common6.6%

End-of-day Nov 4, 2026 · share of each fund

RFFC vs SCHD Returns, Every Period

ALPSRFFC

+11.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

RFFCSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: RFFC vs SCHD

YTD

ALPSRFFC

+15.2%

SCHDSchwab

+35.3%

+15.2%Year to date+35.3%

−9.2%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.5%

0.6%Yield2.9%

$30.3MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFFC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RFFC0.48%$48

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RFFC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

RFFC0.63%$63

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RFFC$63 − $48 = $15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RFFC, SCHD

Today

6.6%most shared, RFFC and SCHD

RFFCSCHD

RFFC—6.6%

SCHD6.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

RFFCWorst drop−9.2%12.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRFFC

+35.3%Year to date+15.2%

2.9%Yield0.6%

+41.6%Past year+16.9%

0.06%Fee0.48%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026