RFFC vs VTI

ARFFC

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,806RFFC · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common37.8%RFFC and VTI

RFFC

VTI

ALPS Active Equity Opportunity ETF · $30MVanguard Morningstar Total Stock Market ETF · $689B

+21.9%3 years · per year$18,136 · $18,004+21.7%

+10.9%5 years · per year$16,807 · $16,375+10.4%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

0.65%12-mo yield$65 · $109 on $10k1.09%

−9.2%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRFFC · VTI

5.8%AAPL6.6%

6.3%MSFT5.2%

4.5%NVDA7.1%

3.8%AMZN3.3%

Held in common37.8%

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

Both

5Y2 funds

#			Trend
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk		0.48%	0.65%	+0.4%	+11.7%	+13.6%	+21.9%	+10.9%	−9.2%	$30M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	0.65%	+0.4%	+11.7%	+13.6%	+21.9%	+10.9%	−9.2%	$30M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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

RFFC vs VTI

RFFC

ALPS Active Equity Opportunity

$16,807

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureRFFCVTI

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield0.65%1.09%

5 years, per year+10.9%+10.4%

3 years, per year+21.9%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y12.8%13.7%

3–3measures won
level

37.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RFFC, VTI

Today

37.8%most shared, RFFC and VTI

RFFCVTI

RFFC—37.8%

VTI37.8%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

RFFC$65 − $48 = $17

KeptFee

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