RFFC vs SCHD

ARFFC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,577RFFC · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common6.6%RFFC and SCHD

RFFC

SCHD

ALPS Active Equity Opportunity ETF · $30MSchwab U.S. Dividend Equity ETF · $121B

+23.7%3 years · per year$18,950 · $17,908+21.4%

+11.9%5 years · per year$17,577 · $16,881+11.0%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

0.63%12-mo yield$63 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFFC · SCHD

2.2%COP4.1%

1.3%KO4.2%

1.3%UNH4.0%

1.0%MRK3.7%

Held in common6.6%

End-of-day Nov 4, 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	ARFFC	ALPS Active Equity Opportunity ETFRead Desk		0.48%	0.63%	+1.5%	+15.2%	+16.9%	+23.7%	+11.9%	−9.2%	$30M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk		0.48%	0.63%	+1.5%	+15.2%	+16.9%	+23.7%	+11.9%	−9.2%	$30M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFFC vs SCHD

RFFC

ALPS Active Equity Opportunity

$17,577

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRFFCSCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield0.63%2.91%

5 years, per year+11.9%+11.0%

3 years, per year+23.7%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y12.4%11.5%

4–2measures won
SCHD first

6.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RFFC, SCHD

Today

6.6%most shared, RFFC and SCHD

RFFCSCHD

RFFC—6.6%

SCHD6.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RFFC$63 − $48 = $15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee