RFDA vs VYM

ARFDA

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common33.4%RFDA and VYM

RFDA

VYM

ALPS Dynamic US Dividend Advantage ETF · $76MVanguard High Dividend Yield ETF · $78.9B

+20.9%3 years · per year$17,691 · $17,107+19.6%

+12.2%5 years · per year$17,753 · $16,941+11.1%

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

2.04%12-mo yield$204 · $231 on $10k2.31%

−5.4%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFDA · VYM

3.0%JPM3.8%

3.4%JNJ2.7%

2.1%XOM2.8%

2.3%MRK1.5%

Held in common33.4%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 VYM

RFDA

ALPS Dynamic US Dividend Advantage

$17,753

VYM

Vanguard High Dividend Yield

$16,941

MeasureRFDAVYM

Fee0.52%0.04%

Cost on $10k a year$52$4

Yield2.04%2.31%

5 years, per year+12.2%+11.1%

3 years, per year+20.9%+19.6%

Worst drop · 1Y−5.4%−6.7%

Volatility · 1Y11.2%10.6%

3–3measures won
level

33.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: RFDA, VYM, SCHD

Today

33.4%most shared, RFDA and VYM

RFDAVYMSCHD

RFDA—33.4%21.1%

VYM33.4%—21.9%

SCHD21.1%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

RFDA$204 − $52 = $152

KeptFee

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