RFCI vs CGDV

ARFCI

BCGDV

Measures won3–2RFCI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · RFCI $10,546

Lowest cost0.04%VIG · $4 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 · $37.8B

+5.2%3 years · per year$11,630 · $18,934+23.7%

+1.1%5 years · per year$10,546 · […][…]

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

4.70%12-mo yield$470 · $124 on $10k1.24%

−4.3%Worst dropSmaller wins−9.7%

3.9%VolatilityLower wins13.5%

3–2RFCI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFCI · CGDV

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ARFCI	ALPS Dynamic Core Income ETFRead Desk	0.51%	4.70%	+0.1%	0.0%	+0.3%	+5.2%	+1.1%	−4.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ARFCI	ALPS Dynamic Core Income ETFRead Desk	0.51%	4.70%	+0.1%	0.0%	+0.3%	+5.2%	+1.1%	−4.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$10,546

CGDV

Capital Group Dividend Value

[…]

MeasureRFCICGDV

Fee0.51%0.33%

Cost on $10k a year$51$33

Yield4.70%1.24%

5 years, per year+1.1%[…]

3 years, per year+5.2%+23.7%

Worst drop · 1Y−4.3%−9.7%

Volatility · 1Y3.9%13.5%

3–2measures won
RFCI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RFCI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

RFCICGDVVIG

RFCI—[…][…]

CGDV[…]—29.4%

VIG[…]29.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$419most kept, RFCI

RFCI$470 − $51 = $419

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee