VEGA vs RFDA

Comparison between ADVISORSHARES STAR GLOBAL BUY-WRITE ETF (VEGA, ETF) and ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF).

5-Year PerformanceRFDA has outperformed VEGA, delivering a return of +13.1% compared to +6.8%

VEGA vs RFDA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VEGA(ETF)	RFDA(ETF)
Net Assets	$84M	$84M
Expense Ratio	1.25%	0.52%
Max Drawdown	28.37%	34.81%
Sharpe Ratio	1.28	1.96
5Y Beta	0.59	0.90
P/E Ratio	N/A	22.89
Forward P/E	N/A	15.80
PEG Ratio	N/A	0.43
5Y Dividends CAGR	49.03%	13.55%
5Y EPS CAGR	N/A	15.51%
P/S Ratio	N/A	1.91
P/B Ratio	N/A	2.91

Net Assets

VEGA

$84M

Winner

RFDA

$84M

Expense Ratio

VEGA

1.25%

Winner

RFDA

0.52%

Max Drawdown

Winner

VEGA

28.37%

RFDA

34.81%

Sharpe Ratio

VEGA

1.28

Winner

RFDA

1.96

5Y Beta

Winner

VEGA

0.59

RFDA

0.90

P/E Ratio

VEGA

N/A

RFDA

22.89

Forward P/E

VEGA

N/A

RFDA

15.80

PEG Ratio

VEGA

N/A

RFDA

0.43

5Y Dividends CAGR

Winner

VEGA

49.03%

RFDA

13.55%

5Y EPS CAGR

VEGA

N/A

RFDA

15.51%

P/S Ratio

VEGA

N/A

RFDA

1.91

P/B Ratio

VEGA

N/A

RFDA

2.91

VEGA vs RFDA - Holdings Comparison

VEGA and RFDA have 0 common holdings. Overlap is 0.00%

VEGA's top 25 holdings weight is 97.08%. RFDA's top 25 holdings weight is 51.29%.

Rank	VEGA	RFDA
#1	STATE STREET® SPDR® S&P 500® ETF (SPY) - 40.89%	NVIDIA CORP (NVDA) - 4.35%
#2	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.99%	ALPHABET INC CLASS C (GOOG) - 4.07%
#3	ISHARES MSCI EAFE ETF (EFA) - 10.79%	MICROSOFT CORP (MSFT) - 3.22%
#4	ISHARES U.S. EQUITY FAC ROTATION ACT ETF (DYNF) - 7.32%	JOHNSON & JOHNSON (JNJ) - 2.94%
#5	ISHARES US TREASURY BOND ETF (GOVT) - 6.13%	JPMORGAN CHASE & CO (JPM) - 2.77%
#6	ISHARES MSCI EMERGING MARKETS ETF (EEM) - 5.46%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.42%
#7	ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) - 3.98%	CONOCOPHILLIPS (COP) - 2.35%
#8	ISHARES MBS ETF (MBB) - 3.78%	CATERPILLAR INC (CAT) - 2.17%
#9	ISHARES GOLD TRUST (IAU) - 1.74%	APPLE INC (AAPL) - 2.16%
#10	N/A	HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.15%
#11	N/A	n/a (TSM) - 2.09%
#12	N/A	EXXON MOBIL CORP (XOM) - 1.97%
#13	N/A	CITIGROUP INC (C) - 1.90%
#14	N/A	BRISTOL-MYERS SQUIBB CO (BMY) - 1.83%
#15	N/A	LOCKHEED MARTIN CORP (LMT) - 1.75%
#16	N/A	QUALCOMM INC (QCOM) - 1.51%
#17	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 1.49%
#18	N/A	VERIZON COMMUNICATIONS INC (VZ) - 1.47%
#19	N/A	WALMART INC (WMT) - 1.47%
#20	N/A	AT&T INC (T) - 1.38%
#21	N/A	U.S. BANCORP (USB) - 1.34%
#22	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18%
#23	N/A	FRANKLIN RESOURCES INC (BEN) - 1.13%
#24	N/A	CISCO SYSTEMS INC (CSCO) - 1.10%
#25	N/A	INVESCO LTD (IVZ) - 1.08%
Total Holdings	9	79

VEGA vs RFDA - Historical Returns

Returns include dividend reinvestment.

Period	VEGA	RFDA
1 month	+0.38%	+3.19%
3 months	+3.75%	+9.84%
6 months	+4.90%	+12.07%
1 year	+16.83%	+29.79%
5 years(CAGR)	+6.85%	+13.11%
10 years(CAGR)	+7.71%	+13.30%
Max(CAGR)	+6.09%	+13.30%

VEGA

+0.38%

Winner

RFDA

+3.19%

VEGA

+3.75%

Winner

RFDA

+9.84%

VEGA

+4.90%

Winner

RFDA

+12.07%

VEGA

+16.83%

Winner

RFDA

+29.79%

5Y(CAGR)

VEGA

+6.85%

Winner

RFDA

+13.11%

10Y(CAGR)

VEGA

+7.71%

Winner

RFDA

+13.30%

Max(CAGR)

VEGA

+6.09%

Winner

RFDA

+13.30%

VEGA vs RFDA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	VEGA	RFDA
2026	+4.74%	+11.44%
2025	+15.32%	+16.45%
2024	+12.03%	+20.00%
2023	+15.58%	+17.34%
2022	-15.39%	-9.13%
2021	+13.28%	+27.84%
2020	+8.05%	+10.69%
2019	+18.89%	+26.60%
2018	-6.94%	-9.74%
2017	+12.02%	+19.28%
2016	+9.08%	+8.15%
2015	-1.86%	N/A
2014	+6.81%	N/A
2013	+0.85%	N/A
2012	-0.28%	N/A

VEGA vs RFDA Drawdown Comparison

The maximum drawdown for VEGA was -28.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.

The current VEGA drawdown is -2.39%. The current RFDA drawdown is -1.34%.

Rank	VEGA	RFDA
#1	-28.37% Feb 19, 2020 - Sep 2, 2020	-34.61% Feb 12, 2020 - Aug 26, 2020
#2	-22.78% Nov 8, 2021 - Mar 1, 2024	-21.21% Aug 29, 2018 - Oct 23, 2019
#3	-14.50% Aug 29, 2018 - Apr 29, 2019	-19.35% Dec 4, 2024 - Jun 30, 2025
#4	-13.10% Mar 4, 2015 - Aug 5, 2016	-18.76% Mar 29, 2022 - Jul 13, 2023
#5	-11.62% Feb 14, 2025 - Jun 4, 2025	-11.40% Jul 31, 2023 - Dec 13, 2023
#6	-9.22% Mar 7, 2013 - May 27, 2014	-9.64% Jan 26, 2018 - Aug 21, 2018
#7	-7.01% Jan 26, 2018 - Aug 27, 2018	-9.18% Sep 2, 2020 - Nov 16, 2020
#8	-6.86% Feb 25, 2026 - Apr 17, 2026	-8.79% Jul 16, 2024 - Sep 19, 2024
#9	-6.33% Sep 2, 2020 - Nov 9, 2020	-6.21% Jan 14, 2022 - Mar 25, 2022
#10	-5.54% Sep 5, 2014 - Nov 18, 2014	-5.54% Sep 3, 2021 - Oct 21, 2021
#11	-4.84% Jul 12, 2024 - Aug 20, 2024	-5.45% Feb 9, 2026 - Apr 13, 2026
#12	-4.56% Mar 28, 2024 - May 15, 2024	-5.31% Aug 15, 2016 - Nov 14, 2016
#13	-4.55% Dec 6, 2024 - Feb 13, 2025	-4.78% Nov 16, 2021 - Dec 16, 2021
#14	-4.37% Apr 29, 2019 - Jul 1, 2019	-4.69% Feb 12, 2021 - Mar 12, 2021
#15	-3.94% Jul 15, 2019 - Sep 19, 2019	-4.69% Oct 28, 2025 - Dec 23, 2025

Correlation

Correlation between VEGA and RFDA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2012 - 2026)

VEGA vs RFDA dividend yield comparison.

Year	VEGA	RFDA
2026	0.00%	0.84%
2025	1.34%	1.89%
2024	1.05%	2.23%
2023	1.12%	2.68%
2022	1.89%	3.57%
2021	0.55%	1.44%
2020	0.28%	1.62%
2019	0.44%	1.87%
2018	0.45%	2.44%
2017	0.00%	1.90%
2016	0.81%	0.98%
2012	0.80%	0.00%