RFFC vs VIG

ARFFC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,577RFFC · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common35.7%RFFC and VIG

RFFC

VIG

ALPS Active Equity Opportunity ETF · $30MVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,950 · $17,533+20.6%

+11.9%5 years · per year$17,577 · $17,005+11.2%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

0.63%12-mo yield$63 · $144 on $10k1.44%

−9.2%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFFC · VIG

6.0%MSFT4.9%

5.5%AAPL4.9%

4.0%JNJ2.8%

2.4%JPM3.9%

Held in common35.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

RFFC

ALPS Active Equity Opportunity

$17,577

VIG

Vanguard Dividend Appreciation

$17,005

MeasureRFFCVIG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield0.63%1.44%

5 years, per year+11.9%+11.2%

3 years, per year+23.7%+20.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y12.4%10.2%

4–2measures won
VIG first

35.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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

Overlap: RFFC, VIG

Today

35.7%most shared, RFFC and VIG

RFFCVIG

RFFC—35.7%

VIG35.7%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RFFC$63 − $48 = $15

KeptFee

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