RFDA vs SCHD

ARFDA

BSCHD

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common21.1%RFDA and SCHD

RFDA

SCHD

ALPS Dynamic US Dividend Advantage ETF · $76MSchwab U.S. Dividend Equity ETF · $120B

+20.9%3 years · per year$17,691 · $17,266+20.0%

+12.2%5 years · per year$17,753 · $16,267+10.2%

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

2.04%12-mo yield$204 · $300 on $10k3.00%

−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%

2.8%KO4.3%

2.6%COP3.9%

2.3%MRK3.8%

Held in common21.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 SCHD

RFDA

ALPS Dynamic US Dividend Advantage

$17,753

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRFDASCHD

Fee0.52%0.06%

Cost on $10k a year$52$6

Yield2.04%3.00%

5 years, per year+12.2%+10.2%

3 years, per year+20.9%+20.0%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y11.2%11.7%

4–2measures won
RFDA first

21.1%

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, SCHD, VYM

Today

33.4%most shared, RFDA and VYM

RFDASCHDVYM

RFDA—21.1%33.4%

SCHD21.1%—21.9%

VYM33.4%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

RFDA$204 − $52 = $152

KeptFee

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