RFCI vs CGDV

ARFCI

BCGDV

Measures won3–2RFCI wins · of 6 · 5Y

$10,000 · 5Y$10,506RFCI

Lowest cost0.33%CGDV · $33 on $10k

Most income4.70%RFCI · $470 on $10k

Smallest drop−4.3%RFCI · worst fall in 1Y

Held in common[…]RFCI and CGDV

RFCI

CGDV

ALPS Dynamic Core Income ETF · $14MCapital Group Dividend Value ETF · $38.8B

+5.7%3 years · per year$11,816 · $20,044+26.1%

+1.0%5 years · per year$10,506 · […][…]

0.51%Expense ratio$51 · $33 on $10k · lower wins0.33%

4.70%12-mo yield$470 · $122 on $10k1.22%

−4.3%Worst dropSmaller wins−9.7%

3.9%VolatilityLower wins12.6%

3–2RFCI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFCI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ARFCI	ALPS Dynamic Core Income ETFRead Desk		0.51%	4.70%	+0.4%	−0.2%	+0.3%	+5.7%	+1.0%	−4.3%	$14M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARFCI	ALPS Dynamic Core Income ETFRead Desk		0.51%	4.70%	+0.4%	−0.2%	+0.3%	+5.7%	+1.0%	−4.3%	$14M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFCI vs CGDV

RFCI

ALPS Dynamic Core Income

$10,506

CGDV

Capital Group Dividend Value

[…]

MeasureRFCICGDV

Fee0.51%0.33%

Cost on $10k a year$51$33

Yield4.70%1.22%

5 years, per year+1.0%[…]

3 years, per year+5.7%+26.1%

Worst drop · 1Y−4.3%−9.7%

Volatility · 1Y3.9%12.6%

3–2measures won
RFCI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: RFCI, CGDV

Today

[…]holdings […]

RFCICGDV

RFCI—[…]

CGDV[…]—

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

Income After Fees on $10,000

$419most kept, RFCI

RFCI$470 − $51 = $419

CGDV$122 − $33 = $89

KeptFee

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