Compare · 3 funds side by side · dividends reinvested

ALTY, CDL and VTV

ALTYGlobal X×CDLVictoryShares×VTVVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeALTY · 8.14% · $814 a year on $10k

Story of the three · RiskSmallest drop

ALTY, CDL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.6

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.03%+22.1%+22.4%+19.2%+10.3%−7.7%11.1%$418M2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.14%+3.5%+4.3%+11.0%+4.4%−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 13, 2026 · returns include dividends · since: ALTY 2015 · CDL 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,374

ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $418M$16,347

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

ALTY

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ALTY vs CDL: Top 5 Holdings

Today

ALTY

80.9%in top 5

CDL

in top 58.3%

ALTYStockCDL

20.3%EMBDnot top 5

20.0%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5WEC1.7%

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 13, 2026 · fee on $10,000 a year

Yields: ALTY, CDL, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

CDL

+3.5%Year to dateJan 1 → Nov 13+22.1%

+4.3%1 yearTotal return+22.4%

+11.0%3 years · per year$10,000 became $13,676 · $16,949+19.2%

+4.4%5 years · per year$10,000 became $12,374 · $16,347+10.3%

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

8.14%Trailing 12-mo yield$814 · $303 a year on $10k3.03%

−5.3%Worst dropSmaller is better−7.7%

6.7%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EVRG1.7%

not top 5DUK1.7%

not top 5ED1.6%

not top 5LNT1.6%

1.6%NWEnot top 5

Held in common2.1%

End-of-day Nov 13, 2026 · share of each fund

ALTY vs CDL Returns, Every Period

5Y

Global XALTY

+4.4%

5 years, per year

CDLVictoryShares

+10.3%

5 years, per year

ALTYCDLFaded: behind in that period

0–4CDL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs CDL

YTD

Global XALTY

+3.5%

CDLVictoryShares

+22.1%

+3.5%Year to date+22.1%

−5.3%Worst drop · 1Y−7.7%

6.7%Volatility · 1Y11.1%

8.1%Yield3.0%

$45.2MAssets$418M

3–1ALTY wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

8.14%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.14%$814

CDL3.03%$303

VTV1.81%$181

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

CDL$303 − $38 = $265

VTV$181 − $3 = $178

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ALTY, CDL, VTV

Today

21.7%most shared, CDL and VTV

ALTYCDLVTV

ALTY—2.1%0.4%

CDL2.1%—21.7%

VTV0.4%21.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

ALTYWorst drop−5.3%6.7% vol

VTVWorst drop−6.4%10.8% vol

CDLWorst drop−7.7%11.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDL

+3.5%Year to date+22.1%

8.1%Yield3.0%

+4.3%Past year+22.4%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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ALTY, CDL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three