RFDA vs SCHD

ARFDA

BSCHD

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common20.9%RFDA and SCHD

RFDA

SCHD

ALPS Dynamic US Dividend Advantage ETF · $79MSchwab U.S. Dividend Equity ETF · $123B

+21.4%3 years · per year$17,890 · $17,414+20.3%

+12.2%5 years · per year$17,796 · $16,375+10.4%

0.52%Expense ratio$52 · $6 on $10k · lower wins0.06%

2.03%12-mo yield$203 · $298 on $10k2.98%

−5.4%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.7%

4–2RFDA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFDA · SCHD

2.9%UNH3.9%

2.7%KO4.2%

2.6%COP3.8%

2.3%MRK3.8%

Held in common20.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	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

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 SCHD

RFDA

ALPS Dynamic US Dividend Advantage

$17,796

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureRFDASCHD

Fee0.52%0.06%

Cost on $10k a year$52$6

Yield2.03%2.98%

5 years, per year+12.2%+10.4%

3 years, per year+21.4%+20.3%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y11.2%11.7%

4–2measures won
RFDA first

20.9%

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: RFDA, SCHD, VOO

Today

24.0%most shared, RFDA and VOO

RFDASCHDVOO

RFDA—20.9%24.0%

SCHD20.9%—7.6%

VOO24.0%7.6%—

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

VOO$110 − $3 = $107

KeptFee

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