RFDA vs CGDV

ARFDA

BCGDV

Measures won3–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 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 · $76MCapital Group Dividend Value ETF · $39.5B

+20.9%3 years · per year$17,691 · $18,840+23.5%

+12.2%5 years · per year$17,753 · […][…]

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

2.04%12-mo yield$204 · $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

2.8%MSFT7.0%

2.7%NVDA5.7%

3.0%JPM2.2%

2.1%AAPL2.0%

Held in common21.4%

End-of-day Nov 6, 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%	2.04%	−0.3%	+13.3%	+14.7%	+20.9%	+12.2%	−5.4%	$76M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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%	2.04%	−0.3%	+13.3%	+14.7%	+20.9%	+12.2%	−5.4%	$76M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$17,753

CGDV

Capital Group Dividend Value

[…]

MeasureRFDACGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield2.04%1.27%

5 years, per year+12.2%[…]

3 years, per year+20.9%+23.5%

Worst drop · 1Y−5.4%−9.7%

Volatility · 1Y11.2%13.4%

3–2measures won
RFDA first

21.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RFDA, CGDV, VYM

Today

33.4%most shared, RFDA and VYM

RFDACGDVVYM

RFDA—21.4%33.4%

CGDV21.4%—22.8%

VYM33.4%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

RFDA$204 − $52 = $152

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee