Compare · 3 funds side by side · dividends reinvested

ALTY, CDL and VUG

ALTYGlobal X×CDLVictoryShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,354CDL · best of the three

Story of the three · IncomeMost incomeALTY · 8.13% · $814 a year on $10k

Story of the three · RiskSmallest drop

ALTY, CDL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+21.1%+21.7%+18.7%+10.3%−7.7%11.1%$415M1.6

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.13%+3.6%+4.4%+11.0%+4.5%−5.3%6.7%$45M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: ALTY 2015 · CDL 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,452

ALTY

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ALTYMeasure

More Ways to See the Pairs

ALTY vs VUG: Top 5 Holdings

Today

ALTY

80.9%in top 5

VUG

in top 545.2%

ALTYStockVUG

20.3%EMBDnot top 5

20.0%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5NVDA13.5%

Cost, Income and Risk

Fees: ALTY, CDL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CDL0.38%$38

ALTY0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ALTY, CDL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG

+3.6%Year to dateJan 1 → Nov 12+4.9%

+4.4%1 yearTotal return+3.5%

+11.0%3 years · per year$10,000 became $13,672 · $18,215+22.1%

+4.5%5 years · per year$10,000 became $12,452 · $16,326+10.3%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

8.13%Trailing 12-mo yield$814 · $41 a year on $10k0.41%

−5.3%Worst dropSmaller is better−15.1%

6.7%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.6%NWEnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ALTY vs VUG Returns, Every Period

5Y

Global XALTY

+4.5%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

ALTYVUGFaded: behind in that period

1–3VUG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs CDL

YTD

Global XALTY

+3.6%

CDLVictoryShares

+21.1%

+3.6%Year to date+21.1%

−5.3%Worst drop · 1Y−7.7%

6.7%Volatility · 1Y11.1%

8.1%Yield3.1%

$45.0MAssets$415M

3–1ALTY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

8.13%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.13%$814

CDL3.05%$305

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

CDL$305 − $38 = $267

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ALTY, CDL, VUG

Today

2.1%most shared, ALTY and CDL

ALTYCDLVUG

ALTY—2.1%0.0%

CDL2.1%—0.5%

VUG0.0%0.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.7%CDL, at 11.1% volatility

ALTYWorst drop−5.3%6.7% vol

CDLWorst drop−7.7%11.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDL

+3.6%Year to date+21.1%

8.1%Yield3.1%

+4.4%Past year+21.7%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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ALTY, CDL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three