Compare · 3 funds side by side · dividends reinvested

ALTY, IVV and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeALTY · 8.11% · $811 a year on $10k

Story of the three · RiskSmallest drop

ALTY, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.11%+3.9%+5.6%+10.7%+4.5%−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 10, 2026 · returns include dividends · since: ALTY 2015 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,454

ALTY

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

ALTYMeasure

More Ways to See the Pairs

ALTY vs IVV: Top 5 Holdings

Today

ALTY

81.1%in top 5

IVV

in top 527.3%

ALTYStockIVV

20.3%EMBDnot top 5

20.1%SRETnot top 5

19.6%QYLDnot top 5

19.5%PFFDnot top 5

not top 5AAPL7.9%

Cost, Income and Risk

Fees: ALTY, IVV, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

ALTY0.50%$50

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

Yields: ALTY, IVV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

IVV

+3.9%Year to dateJan 1 → Nov 10+10.9%

+5.6%1 yearTotal return+13.0%

+10.7%3 years · per year$10,000 became $13,575 · $17,934+21.5%

+4.5%5 years · per year$10,000 became $12,454 · $17,414+11.7%

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

8.11%Trailing 12-mo yield$811 · $111 a year on $10k1.11%

−5.3%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%NWEnot top 5

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

ALTY vs IVV Returns, Every Period

5Y

Global XALTY

+4.5%

5 years, per year

IVViShares

+11.7%

5 years, per year

ALTYIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ALTY vs SCHD

YTD

Global XALTY

+3.9%

SCHDSchwab

+33.8%

+3.9%Year to date+33.8%

−5.3%Worst drop · 1Y−6.9%

6.7%Volatility · 1Y11.8%

8.1%Yield2.9%

$45.3MAssets$123B

3–1ALTY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

8.11%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.11%$811

SCHD2.94%$294

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$761most kept, ALTY

ALTY$811 − $50 = $761

SCHD$294 − $6 = $288

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ALTY, IVV, SCHD

Today

8.5%most shared, IVV and SCHD

ALTYIVVSCHD

ALTY—0.2%0.0%

IVV0.2%—8.5%

SCHD0.0%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.9%Year to date+33.8%

8.1%Yield2.9%

+5.6%Past year+38.8%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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ALTY, IVV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three