RIGS vs CGDV

ARIGS

BCGDV

Measures won3–2RIGS wins · of 6 · 5Y

$10,000 · 5Y$11,045RIGS

Lowest cost0.33%CGDV · $33 on $10k

Most income5.04%RIGS · $504 on $10k

Smallest drop−3.6%RIGS · worst fall in 1Y

Held in common[…]RIGS and CGDV

RIGS

CGDV

ALPS Strategic Income Fund · $55MCapital Group Dividend Value ETF · $39.0B

+5.6%3 years · per year$11,779 · $19,064+24.0%

+2.0%5 years · per year$11,045 · […][…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

5.04%12-mo yield$504 · $127 on $10k1.27%

−3.6%Worst dropSmaller wins−9.7%

7.9%VolatilityLower wins13.4%

3–2RIGS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRIGS · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ARIGS	ALPS Strategic Income FundRead Desk		0.45%	5.04%	0.0%	+0.9%	+1.3%	+5.6%	+2.0%	−3.6%	$55M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend
1	ARIGS	ALPS Strategic Income FundRead Desk		0.45%	5.04%	0.0%	+0.9%	+1.3%	+5.6%	+2.0%	−3.6%	$55M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

RIGS vs CGDV

RIGS

ALPS Strategic Income Fund

$11,045

CGDV

Capital Group Dividend Value

[…]

MeasureRIGSCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield5.04%1.27%

5 years, per year+2.0%[…]

3 years, per year+5.6%+24.0%

Worst drop · 1Y−3.6%−9.7%

Volatility · 1Y7.9%13.4%

3–2measures won
RIGS first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RIGS, CGDV

Today

[…]holdings […]

RIGSCGDV

RIGS—[…]

CGDV[…]—

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

Income After Fees on $10,000

$459most kept, RIGS

RIGS$504 − $45 = $459

CGDV$127 − $33 = $94

KeptFee

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