RFFC vs VIG

ARFFC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,770RFFC · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common35.6%RFFC and VIG

RFFC

VIG

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

+22.2%3 years · per year$18,236 · $16,814+18.9%

+10.9%5 years · per year$16,770 · $16,331+10.3%

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

0.65%12-mo yield$65 · $149 on $10k1.49%

−9.2%Worst dropSmaller wins−7.9%

12.8%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFFC · VIG

6.3%MSFT4.9%

5.7%AAPL4.9%

4.1%JNJ2.8%

2.5%JPM3.9%

Held in common35.6%

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	ARFFC	ALPS Active Equity Opportunity ETFRead Desk	0.48%	0.65%	−3.5%	+11.3%	+14.1%	+22.2%	+10.9%	−9.2%	$30M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	ARFFC	ALPS Active Equity Opportunity ETFRead Desk	0.48%	0.65%	−3.5%	+11.3%	+14.1%	+22.2%	+10.9%	−9.2%	$30M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

RFFC vs VIG

RFFC

ALPS Active Equity Opportunity

$16,770

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRFFCVIG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield0.65%1.49%

5 years, per year+10.9%+10.3%

3 years, per year+22.2%+18.9%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y12.8%10.8%

4–2measures won
VIG first

35.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RFFC, VIG, SCHD

Today

35.6%most shared, RFFC and VIG

RFFCVIGSCHD

RFFC—35.6%6.5%

VIG35.6%—14.5%

SCHD6.5%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

RFFC$65 − $48 = $17

KeptFee

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