RFDA vs SPY

ARFDA

BSPY

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income2.03%RFDA · $203 on $10k

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

Held in common24.7%RFDA and SPY

RFDA

SPY

ALPS Dynamic US Dividend Advantage ETF · $79MState Street SPDR S&P 500 ETF · $805B

+21.4%3 years · per year$17,890 · $18,174+22.0%

+12.2%5 years · per year$17,796 · $17,099+11.3%

0.52%Expense ratio$52 · $9 on $10k · lower wins0.09%

2.03%12-mo yield$203 · $103 on $10k1.03%

−5.4%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

4–2RFDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFDA · SPY

2.9%NVDA7.3%

2.8%MSFT6.2%

2.1%AAPL7.7%

3.0%JPM1.4%

Held in common24.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

RFDA

ALPS Dynamic US Dividend Advantage

$17,796

SPY

SPDR S&P 500

$17,099

MeasureRFDASPY

Fee0.52%0.09%

Cost on $10k a year$52$9

Yield2.03%1.03%

5 years, per year+12.2%+11.3%

3 years, per year+21.4%+22.0%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y11.2%13.6%

4–2measures won
RFDA first

24.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, SPY

Today

24.7%most shared, RFDA and SPY

RFDASPY

RFDA—24.7%

SPY24.7%—

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

Income After Fees on $10,000

$151most kept, RFDA

RFDA$203 − $52 = $151

SPY$103 − $9 = $94

KeptFee

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