Compare · 2 funds side by side · dividends reinvested

RIGS and CGDV

RIGSALPS×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,045RIGS · best of the two

02 / 04

RIGS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.4

ALPS Strategic Income FundIncome · Dividend stocks0.45%5.03%+0.9%+1.0%+5.7%+2.1%−3.6%8.0%$55M1.5

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: RIGS 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Strategic Income Fund · $55M$11,045

RIGS

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested

RIGSMeasureCGDV

+0.9%Year to dateJan 1 → Nov 5+14.6%

+1.0%1 yearTotal return+17.5%

+5.7%3 years · per year$10,000 became $11,810 · $20,044+26.1%

+2.1%5 years · per year$10,000 became $11,071 · […][…]

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

5.03%Trailing 12-mo yield$503 · $122 a year on $10k1.22%

−3.6%Worst dropSmaller is better−9.7%

8.0%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

RIGS vs CGDV: Top 5 Holdings

Today

RIGS

[…]in top 5

CGDV

in top 524.4%

RIGSStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

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

RIGS vs CGDV Returns, Every Period

ALPSRIGS

+1.0%

past year

CGDVCapital Group

+17.5%

past year

RIGSCGDVFaded: behind in that period

0–3CGDV wins

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

RIGS vs CGDV

YTD

ALPSRIGS

+0.9%

CGDVCapital Group

+14.6%

+0.9%Year to date+14.6%

−3.6%Worst drop · 1Y−9.7%

8.0%Volatility · 1Y12.6%

5.0%Yield1.2%

$55.3MAssets$39.0B

3–1RIGS wins

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

Cost, Income and Risk

Fees: RIGS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

RIGS0.45%$45

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

Yields: RIGS, CGDV

5.03%highest, RIGS

FundTrailing yieldYield$10k

RIGS5.03%$503

CGDV1.22%$122

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

Income After Fees on $10,000

$458most kept, RIGS

RIGS$503 − $45 = $458

CGDV$122 − $33 = $89

KeptFee

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

Overlap: RIGS, CGDV

Today

[…]holdings […]

RIGSCGDV

RIGS—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

RIGSWorst drop−3.6%8.0% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

RIGSCGDV

+0.9%Year to date+14.6%

5.0%Yield1.2%

+1.0%Past year+17.5%

0.45%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026