RFDA vs VYM

ARFDA

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,796RFDA · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

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

Held in common33.5%RFDA and VYM

RFDA

VYM

ALPS Dynamic US Dividend Advantage ETF · $79MVanguard High Dividend Yield ETF · $78.9B

+21.4%3 years · per year$17,890 · $17,266+20.0%

+12.2%5 years · per year$17,796 · $17,002+11.2%

0.52%Expense ratio$52 · $4 on $10k · lower wins0.04%

2.03%12-mo yield$203 · $230 on $10k2.30%

−5.4%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRFDA · VYM

3.0%JPM3.8%

3.3%JNJ2.7%

2.1%XOM2.8%

2.3%MRK1.5%

Held in common33.5%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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 VYM

RFDA

ALPS Dynamic US Dividend Advantage

$17,796

VYM

Vanguard High Dividend Yield

$17,002

MeasureRFDAVYM

Fee0.52%0.04%

Cost on $10k a year$52$4

Yield2.03%2.30%

5 years, per year+12.2%+11.2%

3 years, per year+21.4%+20.0%

Worst drop · 1Y−5.4%−6.7%

Volatility · 1Y11.2%10.6%

3–3measures won
level

33.5%

holdings shared

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

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

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

Overlap: RFDA, VYM

Today

33.5%most shared, RFDA and VYM

RFDAVYM

RFDA—33.5%

VYM33.5%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

RFDA$203 − $52 = $151

KeptFee

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