RFDA vs EGGQ
Comparison between ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF) and NESTYIELD VISIONARY ETF (EGGQ, ETF).
RFDA vs EGGQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFDA
$88M
EGGQ
$87M
Expense Ratio
Winner
RFDA
0.52%
EGGQ
0.93%
Max Drawdown
RFDA
34.81%
Winner
EGGQ
23.52%
Sharpe Ratio
Winner
RFDA
1.89
EGGQ
1.34
5Y Beta
Winner
RFDA
0.89
EGGQ
1.44
P/E Ratio
Winner
RFDA
22.41
EGGQ
73.72
Forward P/E
Winner
RFDA
15.57
EGGQ
29.95
PEG Ratio
RFDA
0.49
Winner
EGGQ
0.16
5Y Dividends CAGR
RFDA
13.55%
EGGQ
N/A
5Y EPS CAGR
RFDA
15.87%
EGGQ
N/A
P/S Ratio
Winner
RFDA
1.84
EGGQ
6.04
P/B Ratio
Winner
RFDA
2.91
EGGQ
11.80
RFDA vs EGGQ - Holdings Comparison
RFDA and EGGQ have 2 common holdings. Overlap is 0.54%
RFDA's top 25 holdings weight is 53.43%. EGGQ's top 25 holdings weight is 104.34%.
| Rank | RFDA | EGGQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.03% | SANDISK CORP ORDINARY SHARES (SNDK) - 13.18% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.60% | BLOOM ENERGY CORP CLASS A (BE) - 9.63% |
| #3 | ALPHABET INC CLASS C (GOOG) - 3.54% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 8.93% |
| #4 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.37% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.09% |
| #5 | MICROSOFT CORP (MSFT) - 3.31% | VERTIV HOLDINGS CO CLASS A (VRT) - 5.11% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.78% | MICRON TECHNOLOGY INC (MU) - 4.22% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.71% | ALPHABET INC CLASS A (GOOGL) - 4.17% |
| #8 | CONOCOPHILLIPS (COP) - 2.33% | ASTERA LABS INC (ALAB) - 3.91% |
| #9 | n/a (TSM) - 2.22% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.70% |
| #10 | APPLE INC (AAPL) - 2.19% | VISTRA CORP (VST) - 3.54% |
| #11 | CATERPILLAR INC (CAT) - 2.17% | LUMENTUM HOLDINGS INC (LITE) - 3.49% |
| #12 | CITIGROUP INC (C) - 1.94% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.43% |
| #13 | EXXON MOBIL CORP (XOM) - 1.93% | TERADYNE INC (TER) - 3.41% |
| #14 | PHILLIPS 66 (PSX) - 1.85% | ADVANCED MICRO DEVICES INC (AMD) - 3.35% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.31% |
| #16 | QUALCOMM INC (QCOM) - 1.72% | CIENA CORP (CIEN) - 3.23% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.68% | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 3.22% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.58% | ELI LILLY AND CO (LLY) - 3.07% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 1.42% | COEUR MINING INC (CDE) - 3.05% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.33% | AEROVIRONMENT INC (AVAV) - 2.70% |
| #21 | U.S. BANCORP (USB) - 1.32% | SNDK US 05/08/26 C1020 (n/a) - 2.56% |
| #22 | AT&T INC (T) - 1.28% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.47% |
| #23 | WALMART INC (WMT) - 1.27% | BROADCOM INC (AVGO) - 2.30% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% | OTHER ASSETS AND LIABILITIES (n/a) - 1.66% |
| #25 | FRANKLIN RESOURCES INC (BEN) - 1.05% | MU US 05/22/26 C580 (n/a) - 0.61% |
| Total Holdings | 78 | 44 |
RFDA vs EGGQ - Historical Returns
Returns include dividend reinvestment.
1M
RFDA
+3.33%
Winner
EGGQ
+6.40%
3M
RFDA
+12.91%
Winner
EGGQ
+42.37%
6M
RFDA
+12.60%
Winner
EGGQ
+33.63%
1Y
RFDA
+28.12%
Winner
EGGQ
+52.34%
5Y(CAGR)
RFDA
+13.05%
EGGQ
N/A
10Y(CAGR)
RFDA
+13.45%
EGGQ
N/A
Max(CAGR)
RFDA
+13.37%
Winner
EGGQ
+41.10%
RFDA vs EGGQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFDA | EGGQ |
|---|---|---|
| 2026 | +12.34% | +32.86% |
| 2025 | +16.45% | +25.57% |
| 2024 | +20.00% | -1.32% |
| 2023 | +17.34% | N/A |
| 2022 | -9.13% | N/A |
| 2021 | +27.84% | N/A |
| 2020 | +10.69% | N/A |
| 2019 | +26.60% | N/A |
| 2018 | -9.74% | N/A |
| 2017 | +19.28% | N/A |
| 2016 | +8.15% | N/A |
RFDA vs EGGQ Drawdown Comparison
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for EGGQ was -22.68%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current RFDA drawdown is -0.55%. The current EGGQ drawdown is -4.91%.
| Rank | RFDA | EGGQ |
|---|---|---|
| #1 | -34.61% Feb 12, 2020 - Aug 26, 2020 | -22.68% Feb 14, 2025 - May 13, 2025 |
| #2 | -21.21% Aug 29, 2018 - Oct 23, 2019 | -19.72% Oct 29, 2025 - Apr 22, 2026 |
| #3 | -19.35% Dec 4, 2024 - Jun 30, 2025 | -11.57% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -18.76% Mar 29, 2022 - Jul 13, 2023 | -9.00% May 11, 2026 - May 26, 2026 |
| #5 | -11.40% Jul 31, 2023 - Dec 13, 2023 | -6.82% Oct 8, 2025 - Oct 29, 2025 |
| #6 | -9.64% Jan 26, 2018 - Aug 21, 2018 | -5.33% Jan 6, 2025 - Jan 23, 2025 |
| #7 | -9.18% Sep 2, 2020 - Nov 16, 2020 | -5.27% Aug 12, 2025 - Sep 8, 2025 |
| #8 | -8.79% Jul 16, 2024 - Sep 19, 2024 | -4.61% Jan 23, 2025 - Feb 13, 2025 |
| #9 | -6.21% Jan 14, 2022 - Mar 25, 2022 | -4.58% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -5.54% Sep 3, 2021 - Oct 21, 2021 | -3.97% May 6, 2026 - May 11, 2026 |
| #11 | -5.45% Feb 9, 2026 - Apr 13, 2026 | -3.53% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -5.31% Aug 15, 2016 - Nov 14, 2016 | -3.26% Jul 31, 2025 - Aug 12, 2025 |
| #13 | -4.78% Nov 16, 2021 - Dec 16, 2021 | -2.98% Jun 30, 2025 - Jul 3, 2025 |
| #14 | -4.69% Feb 12, 2021 - Mar 12, 2021 | -2.67% May 14, 2025 - May 27, 2025 |
| #15 | -4.69% Oct 28, 2025 - Dec 23, 2025 | -2.52% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between RFDA and EGGQ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
RFDA vs EGGQ dividend yield comparison.
| Year | RFDA | EGGQ |
|---|---|---|
| 2026 | 0.83% | 2.92% |
| 2025 | 1.89% | 5.70% |
| 2024 | 2.23% | 0.00% |
| 2023 | 2.68% | 0.00% |
| 2022 | 3.57% | 0.00% |
| 2021 | 1.44% | 0.00% |
| 2020 | 1.62% | 0.00% |
| 2019 | 1.87% | 0.00% |
| 2018 | 2.44% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 0.98% | 0.00% |
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