Compare · 3 funds side by side · dividends reinvested

ALTY, CDL and SCHD

ALTYGlobal X×CDLVictoryShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three

02 / 04

ALTY, CDL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+21.7%+25.0%+18.8%+10.5%−7.7%11.2%$409M2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.06%+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 · CDL 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,450

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

ALTYMeasureCDL

+4.7%Year to dateJan 1 → Nov 9+21.7%

+6.7%1 yearTotal return+25.0%

+11.2%3 years · per year$10,000 became $13,732 · $16,775+18.8%

+4.6%5 years · per year$10,000 became $12,527 · $16,450+10.5%

0.50%Expense ratio$50 · $38 a year on $10k · lower is better0.38%

8.06%Trailing 12-mo yield$806 · $304 a year on $10k3.04%

−5.3%Worst dropSmaller is better−7.7%

6.7%VolatilityLower is calmer11.2%

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

3–5CDL wins

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

More Ways to See the Pairs

ALTY vs CDL: Top 5 Holdings

Today

ALTY

81.0%in top 5

CDL

in top 58.4%

ALTYStockCDL

20.5%EMBDnot top 5

20.1%SRETnot top 5

19.6%PFFDnot top 5

19.2%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 9, 2026 · share of each fund

ALTY vs CDL Returns, Every Period

Global XALTY

+4.6%

5 years, per year

CDLVictoryShares

+10.5%

5 years, per year

ALTYCDLFaded: behind in that period

0–4CDL wins

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

Income vs Stocks: ALTY vs CDL

YTD

Global XALTY

+4.7%

CDLVictoryShares

+21.7%

+4.7%Year to date+21.7%

−5.3%Worst drop · 1Y−7.7%

6.7%Volatility · 1Y11.2%

8.1%Yield3.0%

$44.6MAssets$409M

3–1ALTY wins

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

Cost, Income and Risk

Fees: ALTY, CDL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDL0.38%$38

ALTY0.50%$50

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

Yields: ALTY, CDL, SCHD

8.06%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.06%$806

CDL3.04%$304

SCHD2.96%$296

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

Income After Fees on $10,000

$756most kept, ALTY

ALTY$806 − $50 = $756

SCHD$296 − $6 = $290

CDL$304 − $38 = $266

KeptFee

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

Overlap: ALTY, CDL, SCHD

Today

22.0%most shared, CDL and SCHD

ALTYCDLSCHD

ALTY—2.1%0.0%

CDL2.1%—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

CDLWorst drop−7.7%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+33.1%

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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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