Compare · 3 funds side by side · dividends reinvested

ALTY, CDC and VIG

ALTYGlobal X×CDCVictoryShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

ALTY, CDC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$738M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CDC

ALTY

Global X Alternative Income ETF · $45M$12,527

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

CDCMeasureALTY

+21.5%Year to dateJan 1 → Nov 9+4.7%

+24.6%1 yearTotal return+6.7%

+15.9%3 years · per year$10,000 became $15,575 · $13,732+11.2%

+6.7%5 years · per year$10,000 became $13,859 · $12,527+4.6%

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

3.06%Trailing 12-mo yield$306 · $805 a year on $10k8.05%

−7.8%Worst dropSmaller is better−5.3%

11.2%VolatilityLower is calmer6.7%

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

5–3CDC 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 ALTY: Top 5 Holdings

Today

CDC

8.4%in top 5

ALTY

in top 581.0%

CDCStockALTY

not top 5EMBD20.5%

not top 5SRET20.1%

not top 5PFFD19.6%

not top 5QYLD19.2%

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

not top 5NWE1.5%

Held in common2.1%

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

CDC vs ALTY Returns, Every Period

VictorySharesCDC

+6.7%

5 years, per year

ALTYGlobal X

+4.6%

5 years, per year

CDCALTYFaded: behind in that period

4–0CDC 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, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CDC0.37%$37

ALTY0.50%$50

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

Yields: ALTY, CDC, VIG

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

CDC3.06%$306

VIG1.46%$146

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

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

CDC$306 − $37 = $269

VIG$146 − $4 = $142

KeptFee

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

Overlap: ALTY, CDC, VIG

Today

11.6%most shared, CDC and VIG

ALTYCDCVIG

ALTY—2.1%0.0%

CDC2.1%—11.6%

VIG0.0%11.6%—

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

Return vs Bumpiness: 3 ETFs

+24.6%CDC, at 11.2% volatility

ALTYWorst drop−5.3%6.7% vol

VIGWorst drop−7.9%11.0% vol

CDCWorst drop−7.8%11.2% vol

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

Paid More vs Made More

YTD

ALTYCDC

+4.7%Year to date+21.5%

8.1%Yield3.1%

+6.7%Past year+24.6%

0.50%Fee0.37%

3–1CDC 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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