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ALPS made investors more money ($3.3B) and had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · INCOME | ALPS | Alliance Bernstein |
|---|---|---|
| Funds in the category | 10 | 1 |
| Made money (W–L) | 9–1 | 1–0 |
| Win % | 90% | 100% |
| Money made | $652M | $29M |
| Typical return | +15.7% | +16.2% |
| Launches · 2026 | 0 | 0 |
| Assets | $3.8B | $204M |
| Fee per $100 | $0.44 | $0.35 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SDOG | ALPS Sector Dividend Dogs ETF | $1.5B | +29.5% ✓ |
| OUSM | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $810M | +15.7% ✓ |
| OUSA | ALPS Funds O’Shares U.S. Quality Dividend ETF | $735M | +14.6% ✓ |
| IDOG | ALPS International Sector Dividend Dogs ETF | $570M | +20.8% ✓ |
| RFDA | ALPS Dynamic US Dividend Advantage ETF | $79M | +17.4% ✓ |
| RIGS | ALPS Strategic Income Fund | $55M | +0.4% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| HIDV | AB US High Dividend ETF | $204M | +16.2% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.