RFDA vs VOO

ARFDA

BVOO

Measures won4–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income2.03%RFDA · $203 on $10k

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

Held in common24.0%RFDA and VOO

RFDA

VOO

ALPS Dynamic US Dividend Advantage ETF · $79MVanguard S&P 500 ETF · $1.00T

+21.4%3 years · per year$17,890 · $18,224+22.1%

+12.2%5 years · per year$17,796 · $17,156+11.4%

0.52%Expense ratio$52 · $3 on $10k · lower wins0.03%

2.03%12-mo yield$203 · $110 on $10k1.10%

−5.4%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.5%

4–2RFDA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFDA · VOO

2.9%NVDA8.4%

2.8%MSFT5.8%

2.1%AAPL7.4%

3.0%JPM1.3%

Held in common24.0%

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	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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 VOO

RFDA

ALPS Dynamic US Dividend Advantage

$17,796

VOO

Vanguard S&P 500

$17,156

MeasureRFDAVOO

Fee0.52%0.03%

Cost on $10k a year$52$3

Yield2.03%1.10%

5 years, per year+12.2%+11.4%

3 years, per year+21.4%+22.1%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y11.2%13.5%

4–2measures won
RFDA first

24.0%

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, VOO, IVV

Today

93.5%most shared, VOO and IVV

RFDAVOOIVV

RFDA—24.0%24.7%

VOO24.0%—93.5%

IVV24.7%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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