RFDA vs SPY

ARFDA

BSPY

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.04%RFDA · $204 on $10k

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

Held in common24.8%RFDA and SPY

RFDA

SPY

ALPS Dynamic US Dividend Advantage ETF · $76MState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,691 · $18,039+21.7%

+12.2%5 years · per year$17,753 · $17,118+11.3%

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

2.04%12-mo yield$204 · $103 on $10k1.03%

−5.4%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

4–2RFDA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFDA · SPY

2.8%MSFT6.3%

2.7%NVDA6.9%

2.1%AAPL7.9%

3.0%JPM1.4%

Held in common24.8%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 SPY

RFDA

ALPS Dynamic US Dividend Advantage

$17,753

SPY

SPDR S&P 500

$17,118

MeasureRFDASPY

Fee0.52%0.09%

Cost on $10k a year$52$9

Yield2.04%1.03%

5 years, per year+12.2%+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y11.2%13.6%

4–2measures won
RFDA first

24.8%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: RFDA, SPY, VOO

Today

92.2%most shared, SPY and VOO

RFDASPYVOO

RFDA—24.8%23.8%

SPY24.8%—92.2%

VOO23.8%92.2%—

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

Income After Fees on $10,000

$152most kept, RFDA

RFDA$204 − $52 = $152

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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