RFDA vs SPYM

ARFDA

BSPYM

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.04%RFDA · $204 on $10k

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

Held in common24.8%RFDA and SPYM

RFDA

SPYM

ALPS Dynamic US Dividend Advantage ETF · $76MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.9%3 years · per year$17,691 · $18,082+21.8%

+12.2%5 years · per year$17,753 · $17,192+11.4%

0.52%Expense ratio$52 · $2 on $10k · lower wins0.02%

2.04%12-mo yield$204 · $105 on $10k1.05%

−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 · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 SPYM

RFDA

ALPS Dynamic US Dividend Advantage

$17,753

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureRFDASPYM

Fee0.52%0.02%

Cost on $10k a year$52$2

Yield2.04%1.05%

5 years, per year+12.2%+11.4%

3 years, per year+20.9%+21.8%

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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

RFDASPYMIVV

RFDA—24.8%24.8%

SPYM24.8%—99.9%

IVV24.8%99.9%—

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

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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