RFDA vs CGDV

ARFDA

BCGDV

Measures won3–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 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

+21.4%3 years · per year$17,890 · $19,064+24.0%

+12.2%5 years · per year$17,796 · […][…]

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

2.03%12-mo yield$203 · $127 on $10k1.27%

−5.4%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins13.4%

3–2RFDA wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.03%	−3.1%	+13.6%	+15.3%	+21.4%	+12.2%	−5.4%	$79M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	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

All Three

5Y3 funds

#
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.03%	−3.1%	+13.6%	+15.3%	+21.4%	+12.2%	−5.4%	$79M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	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

$17,796

CGDV

Capital Group Dividend Value

[…]

MeasureRFDACGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield2.03%1.27%

5 years, per year+12.2%[…]

3 years, per year+21.4%+24.0%

Worst drop · 1Y−5.4%−9.7%

Volatility · 1Y11.2%13.4%

3–2measures won
RFDA first

21.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RFDA, CGDV, SCHD

Today

21.6%most shared, RFDA and CGDV

RFDACGDVSCHD

RFDA—21.6%20.9%

CGDV21.6%—5.8%

SCHD20.9%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RFDA$203 − $52 = $151

CGDV$127 − $33 = $94

KeptFee

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