RFDA vs CGDV

ARFDA

BCGDV

Measures won3–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA

Lowest cost0.33%CGDV · $33 on $10k

Most income1.97%RFDA · $197 on $10k

Smallest drop−5.4%RFDA · worst fall in 1Y

Held in common21.6%RFDA and CGDV

RFDA

CGDV

ALPS Dynamic US Dividend Advantage ETF · $79MCapital Group Dividend Value ETF · $39.0B

+23.0%3 years · per year$18,607 · $20,044+26.1%

+13.1%5 years · per year$18,541 · […][…]

0.52%Expense ratio$52 · $33 on $10k · lower wins0.33%

1.97%12-mo yield$197 · $122 on $10k1.22%

−5.4%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins12.6%

3–2RFDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFDA · CGDV

2.9%NVDA6.1%

2.8%MSFT7.0%

3.0%JPM2.2%

2.1%AAPL1.9%

Held in common21.6%

End-of-day Nov 5, 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	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk		0.52%	1.97%	+1.1%	+17.2%	+17.8%	+23.0%	+13.1%	−5.4%	$79M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk		0.52%	1.97%	+1.1%	+17.2%	+17.8%	+23.0%	+13.1%	−5.4%	$79M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

Cards for this view

RFDA vs CGDV

RFDA

ALPS Dynamic US Dividend Advantage

$18,541

CGDV

Capital Group Dividend Value

[…]

MeasureRFDACGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.97%1.22%

5 years, per year+13.1%[…]

3 years, per year+23.0%+26.1%

Worst drop · 1Y−5.4%−9.7%

Volatility · 1Y10.8%12.6%

3–2measures won
RFDA first

21.6%

holdings shared

Nov 5, 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%

$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

Overlap: RFDA, CGDV

Today

21.6%most shared, RFDA and CGDV

RFDACGDV

RFDA—21.6%

CGDV21.6%—

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

Income After Fees on $10,000

$145most kept, RFDA

RFDA$197 − $52 = $145

CGDV$122 − $33 = $89

KeptFee

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