Compare · 3 funds side by side · dividends reinvested

ALTY, CDL and VTV

ALTYGlobal X×CDLVictoryShares×VTVVanguard×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,953 · 2022VTV$17,585CDL$16,213ALTY$12,411Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three
02 / 04

ALTY, CDL and VTV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6
VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$413M2.1
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 · CDL 2015 · VTV 2004
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Head to Head

5Y
Global X Alternative Income ETF · $46M$12,411
ALTY
CDL
VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,213

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

ALTYMeasureCDL
+3.1%Year to dateJan 1 → Nov 6+19.1%
+5.0%1 yearTotal return+22.2%
+11.6%3 years · per year$10,000 became $13,892 · $16,786+18.8%
+4.4%5 years · per year$10,000 became $12,411 · $16,213+10.1%
0.50%Expense ratio$50 · $38 a year on $10k · lower is better0.38%
8.17%Trailing 12-mo yield$817 · $323 a year on $10k3.23%
−5.3%Worst dropSmaller is better−7.9%
6.5%VolatilityLower is calmer11.1%
ALTYCDL Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5CDL wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

ALTY vs CDL: Top 5 Holdings

Today
ALTY
80.9%in top 5
CDL
in top 58.4%
ALTYStockCDL
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
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ALTY vs CDL Returns, Every Period

5Y
Global XALTY
+4.4%
5 years, per year
CDLVictoryShares
+10.1%
5 years, per year
0%+10%+20%+30%+3.1%+19.1%YTD+5.0%+22.2%1 year+11.6%+18.8%3 yrs · yr+4.4%+10.1%5 yrs · yr
ALTYCDLFaded: behind in that period
0–4CDL wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Income vs Stocks: ALTY vs CDL

YTD
Global XALTY
+3.1%
CDLVictoryShares
+19.1%
Jan 1Nov 6+3.1%+19.1%
+3.1%Year to date+19.1%
−5.3%Worst drop · 1Y−7.9%
6.5%Volatility · 1Y11.1%
8.2%Yield3.2%
$45.6MAssets$413M
3–1ALTY wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ALTY, CDL, VTV

Today
0.03%lowest, VTV
FundExpense ratioFee$10k
VTV0.03%$3
CDL0.38%$38
ALTY0.50%$50
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ALTY, CDL, VTV

1Y
8.17%highest, ALTY
FundTrailing yieldYield$10k
ALTY8.17%$817
CDL3.23%$323
VTV1.87%$187
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$767most kept, ALTY
ALTY$817 − $50 = $767
CDL$323 − $38 = $285
VTV$187 − $3 = $184
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ALTY, CDL, VTV

Today
21.8%most shared, CDL and VTV
ALTYCDLVTV
ALTY—2.1%0.4%
CDL2.1%—21.8%
VTV0.4%21.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+22.9%VTV, at 10.7% volatility
0%+10%+20%+30%2.5%5%7.5%10%12.5%Volatility · 1 year → bumpierVTV +22.9%CDL +22.2%ALTY +5.0%
ALTYWorst drop−5.3%6.5% vol
VTVWorst drop−6.4%10.7% vol
CDLWorst drop−7.9%11.1% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
ALTYCDL
Jan 1Nov 6+3.1%+19.1%
+3.1%Year to date+19.1%
8.2%Yield3.2%
+5.0%Past year+22.2%
0.50%Fee0.38%
3–1CDL wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VTV vs SCHV

YTD
VanguardVTV
+18.5%
SCHVSchwab
+16.2%
Jan 1Nov 6+18.5%+16.2%
+18.5%Year to date+16.2%
1.9%Yield1.8%
$184BAssets$15.4B
2–0VTV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
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