RFDA vs CGDV

ARFDA

BCGDV

Measures won3–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$18,037RFDA · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common21.4%RFDA and CGDV

RFDA

CGDV

ALPS Dynamic US Dividend Advantage ETF · $77MCapital Group Dividend Value ETF · $37.8B

+20.6%3 years · per year$17,555 · $18,934+23.7%

+12.5%5 years · per year$18,012 · […][…]

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

2.01%12-mo yield$201 · $124 on $10k1.24%

−5.4%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.5%

3–2RFDA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRFDA · CGDV

2.8%NVDA5.9%

2.8%MSFT6.9%

3.0%JPM2.2%

2.1%AAPL2.0%

Held in common21.4%

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 Four

5Y4 funds

#
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.01%	+1.5%	+15.0%	+17.4%	+20.6%	+12.5%	−5.4%	$77M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 Four

5Y4 funds

#
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.01%	+1.5%	+15.0%	+17.4%	+20.6%	+12.5%	−5.4%	$77M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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

RFDA vs CGDV

RFDA

ALPS Dynamic US Dividend Advantage

$18,012

CGDV

Capital Group Dividend Value

[…]

MeasureRFDACGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield2.01%1.24%

5 years, per year+12.5%[…]

3 years, per year+20.6%+23.7%

Worst drop · 1Y−5.4%−9.7%

Volatility · 1Y11.3%13.5%

3–2measures won
RFDA first

21.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RFDA, CGDV, SCHD, VIG

Today

29.8%most shared, RFDA and VIG

RFDACGDVSCHDVIG

RFDA—21.4%21.1%29.8%

CGDV21.4%—5.8%29.4%

SCHD21.1%5.8%—14.5%

VIG29.8%29.4%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

RFDA$201 − $52 = $149

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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