Compare · 3 funds side by side · dividends reinvested

ALTY, CDC and VYM

ALTYGlobal X×CDCVictoryShares×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

ALTY, CDC and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.08%+19.3%+22.2%+15.4%+6.5%−7.9%11.1%$757M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ALTY 2015 · CDC 2014 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $46M$12,411

ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $757M$13,709

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

ALTYMeasureCDC

+3.1%Year to dateJan 1 → Nov 6+19.3%

+5.0%1 yearTotal return+22.2%

+11.6%3 years · per year$10,000 became $13,892 · $15,370+15.4%

+4.4%5 years · per year$10,000 became $12,411 · $13,709+6.5%

0.50%Expense ratio$50 · $37 a year on $10k · lower is better0.37%

8.17%Trailing 12-mo yield$817 · $308 a year on $10k3.08%

−5.3%Worst dropSmaller is better−7.9%

6.5%VolatilityLower is calmer11.1%

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

3–5CDC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs CDC: Top 5 Holdings

Today

ALTY

80.9%in top 5

CDC

in top 58.4%

ALTYStockCDC

20.5%EMBDnot top 5

20.3%SRETnot top 5

19.5%PFFDnot top 5

19.0%QYLDnot top 5

not top 5WEC1.8%

not top 5ED1.7%

not top 5DUK1.7%

not top 5EVRG1.7%

not top 5LNT1.6%

1.5%NWEnot top 5

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

ALTY vs CDC Returns, Every Period

Global XALTY

+4.4%

5 years, per year

CDCVictoryShares

+6.5%

5 years, per year

ALTYCDCFaded: behind in that period

0–4CDC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ALTY vs CDC

YTD

Global XALTY

+3.1%

CDCVictoryShares

+19.3%

+3.1%Year to date+19.3%

−5.3%Worst drop · 1Y−7.9%

6.5%Volatility · 1Y11.1%

8.2%Yield3.1%

$45.6MAssets$757M

3–1ALTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, CDC, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CDC0.37%$37

ALTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALTY, CDC, VYM

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

CDC3.08%$308

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

CDC$308 − $37 = $271

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ALTY, CDC, VYM

Today

25.5%most shared, CDC and VYM

ALTYCDCVYM

ALTY—2.1%0.5%

CDC2.1%—25.5%

VYM0.5%25.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.2%CDC, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

VYMWorst drop−6.7%10.6% vol

CDCWorst drop−7.9%11.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+3.1%Year to date+19.3%

8.2%Yield3.1%

+5.0%Past year+22.2%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026