RFDA vs DGRO

ARFDA

BDGRO

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · DGRO $16,941

Lowest cost0.08%DGRO · $8 on $10k

Most income2.03%RFDA · $203 on $10k

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

Held in common36.3%RFDA and DGRO

RFDA

DGRO

ALPS Dynamic US Dividend Advantage ETF · $79MiShares Core Dividend Growth ETF · $46.1B

+21.4%3 years · per year$17,890 · $17,770+21.1%

+12.2%5 years · per year$17,796 · $16,941+11.1%

0.52%Expense ratio$52 · $8 on $10k · lower wins0.08%

2.03%12-mo yield$203 · $186 on $10k1.86%

−5.4%Worst dropSmaller wins−6.5%

11.2%VolatilityLower wins10.2%

4–2RFDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFDA · DGRO

2.8%MSFT3.2%

3.3%JNJ2.8%

3.0%JPM2.7%

2.1%AAPL3.0%

Held in common36.3%

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%	2.03%	−3.1%	+13.6%	+15.3%	+21.4%	+12.2%	−5.4%	$79M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B

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%	2.03%	−3.1%	+13.6%	+15.3%	+21.4%	+12.2%	−5.4%	$79M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B

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 DGRO

RFDA

ALPS Dynamic US Dividend Advantage

$17,796

DGRO

iShares Core Dividend Growth

$16,941

MeasureRFDADGRO

Fee0.52%0.08%

Cost on $10k a year$52$8

Yield2.03%1.86%

5 years, per year+12.2%+11.1%

3 years, per year+21.4%+21.1%

Worst drop · 1Y−5.4%−6.5%

Volatility · 1Y11.2%10.2%

4–2measures won
RFDA first

36.3%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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

Overlap: RFDA, DGRO

Today

36.3%most shared, RFDA and DGRO

RFDADGRO

RFDA—36.3%

DGRO36.3%—

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

RFDA$203 − $52 = $151

KeptFee

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