Compare · 2 funds side by side · dividends reinvested

ALTY and CDC

ALTYGlobal X×CDCVictoryShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,797CDC · best of the two

02 / 04

ALTY and CDC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.05%+20.5%+23.9%+15.9%+6.6%−7.9%11.1%$744M1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−5.3%6.5%$45M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ALTY 2015 · CDC 2014

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,323

ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$13,797

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

ALTYMeasureCDC

+3.0%Year to dateJan 1 → Nov 5+20.5%

+5.3%1 yearTotal return+23.9%

+11.9%3 years · per year$10,000 became $14,002 · $15,563+15.9%

+4.3%5 years · per year$10,000 became $12,323 · $13,797+6.6%

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

8.19%Trailing 12-mo yield$819 · $305 a year on $10k3.05%

−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 5, 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

81.1%in top 5

CDC

in top 58.3%

ALTYStockCDC

20.2%SRETnot top 5

20.1%EMBDnot top 5

19.8%QYLDnot top 5

19.5%PFFDnot top 5

not top 5WEC1.7%

not top 5DUK1.7%

not top 5ED1.6%

not top 5EVRG1.6%

not top 5LNT1.6%

1.5%NWEnot top 5

Held in common2.1%

End-of-day Nov 5, 2026 · share of each fund

ALTY vs CDC Returns, Every Period

Global XALTY

+4.3%

5 years, per year

CDCVictoryShares

+6.6%

5 years, per year

ALTYCDCFaded: behind in that period

0–4CDC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ALTY vs CDC

YTD

Global XALTY

+3.0%

CDCVictoryShares

+20.5%

+3.0%Year to date+20.5%

−5.3%Worst drop · 1Y−7.9%

6.5%Volatility · 1Y11.1%

8.2%Yield3.1%

$45.3MAssets$744M

3–1ALTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, CDC

Today

0.37%lowest, CDC

FundExpense ratioFee$10k

CDC0.37%$37

ALTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ALTY, CDC

8.19%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.19%$819

CDC3.05%$305

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

CDC$305 − $37 = $268

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ALTY, CDC

Today

2.1%most shared, ALTY and CDC

ALTYCDC

ALTY—2.1%

CDC2.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.9%CDC, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

CDCWorst drop−7.9%11.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+3.0%Year to date+20.5%

8.2%Yield3.1%

+5.3%Past year+23.9%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026