Compare · 4 funds side by side · dividends reinvested

ALTY, IVV, SCHD and SPYM

ALTYGlobal X×IVViShares×SCHDSchwab×SPYMSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeALTY · 8.07% · $807 a year on $10k

Story of the four · RiskSmallest drop

ALTY, IVV, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.07%+4.5%+5.7%+11.1%+4.6%−5.3%6.7%$45M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: ALTY 2015 · IVV 2000 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,532

ALTY

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ALTY vs IVV: Top 5 Holdings

Today

ALTY

80.9%in top 5

IVV

in top 526.9%

ALTYStockIVV

20.3%EMBDnot top 5

20.0%SRETnot top 5

19.6%QYLDnot top 5

19.3%PFFDnot top 5

not top 5AAPL7.8%

Cost, Income and Risk

Fees: ALTY, IVV, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

ALTY0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

IVV

iShares Core S&P 500 ETF · $872B$17,530

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

ALTYMeasureIVV

+4.5%Year to dateJan 1 → Nov 11+12.3%

+5.7%1 yearTotal return+12.7%

+11.1%3 years · per year$10,000 became $13,725 · $18,122+21.9%

+4.6%5 years · per year$10,000 became $12,532 · $17,530+11.9%

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

8.07%Trailing 12-mo yield$807 · $110 a year on $10k1.10%

−5.3%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

1.6%NWEnot top 5

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

ALTY vs IVV Returns, Every Period

5Y

Global XALTY

+4.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

ALTYIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

ALTY vs SCHD

YTD

Global XALTY

+4.5%

SCHDSchwab

+34.6%

+4.5%Year to date+34.6%

−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 11, 2026 · smaller drop and lower volatility win

Yields: ALTY, IVV, SCHD, SPYM

1Y

8.07%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.07%$807

SCHD2.93%$293

IVV1.10%$110

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, ALTY

ALTY$807 − $50 = $757

SCHD$293 − $6 = $287

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ALTY, IVV, SCHD, SPYM

Today

99.9%most shared, IVV and SPYM

ALTYIVVSCHDSPYM

ALTY—0.2%0.0%0.2%

IVV0.2%—8.6%99.9%

SCHD0.0%8.6%—8.6%

SPYM0.2%99.9%8.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+4.5%Year to date+34.6%

8.1%Yield2.9%

+5.7%Past year+39.3%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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ALTY, IVV, SCHD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four