Compare · 3 funds side by side · dividends reinvested

ALTY, CDC and SCHD

ALTYGlobal X×CDCVictoryShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

ALTY, CDC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.6

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+21.5%+24.6%+15.9%+6.7%−7.8%11.2%$738M2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−5.3%6.7%$45M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ALTY 2015 · CDC 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738M$13,859

CDC

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

CDCMeasureSCHD

+21.5%Year to dateJan 1 → Nov 9+33.2%

+24.6%1 yearTotal return+39.1%

+15.9%3 years · per year$10,000 became $15,575 · $17,123+19.6%

+6.7%5 years · per year$10,000 became $13,859 · $16,459+10.5%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

3.06%Trailing 12-mo yield$306 · $296 a year on $10k2.96%

−7.8%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.8%

CDCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDC vs SCHD: Top 5 Holdings

Today

CDC

8.4%in top 5

SCHD

in top 521.4%

CDCStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.7%WECnot top 5

1.7%EVRGnot top 5

1.7%DUKnot top 5

1.7%EDnot top 5

1.6%LNTnot top 5

Held in common22.0%

End-of-day Nov 9, 2026 · share of each fund

CDC vs SCHD Returns, Every Period

VictorySharesCDC

+6.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

CDCSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CDC vs ALTY

YTD

VictorySharesCDC

+21.5%

ALTYGlobal X

+4.7%

+21.5%Year to date+4.7%

−7.8%Worst drop · 1Y−5.3%

11.2%Volatility · 1Y6.7%

3.1%Yield8.1%

$738MAssets$44.6M

3–1ALTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, CDC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDC0.37%$37

ALTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ALTY, CDC, SCHD

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

CDC3.06%$306

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

SCHD$296 − $6 = $290

CDC$306 − $37 = $269

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ALTY, CDC, SCHD

Today

22.0%most shared, CDC and SCHD

ALTYCDCSCHD

ALTY—2.1%0.0%

CDC2.1%—22.0%

SCHD0.0%22.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

CDCWorst drop−7.8%11.2% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+4.7%Year to date+33.2%

8.1%Yield3.0%

+6.7%Past year+39.1%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026