Compare · 4 funds side by side · dividends reinvested

ALTY, IVV, VOO and SCHD

ALTYGlobal X×IVViShares×VOOVanguard×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,269VOO · best of the four

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

Story of the four · RiskSmallest drop

ALTY, IVV, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.5

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.14%+3.5%+4.3%+11.0%+4.4%−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 13, 2026 · returns include dividends · since: ALTY 2015 · IVV 2000 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,265

IVV

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IVV vs ALTY: Top 5 Holdings

Today

IVV

26.8%in top 5

ALTY

in top 580.9%

IVVStockALTY

not top 5EMBD20.3%

not top 5QYLD20.0%

not top 5SRET19.8%

not top 5PFFD19.3%

7.9%AAPLnot top 5

Cost, Income and Risk

Fees: ALTY, IVV, VOO, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

ALTY0.50%$50

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

ALTY

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

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

IVVMeasureALTY

+11.5%Year to dateJan 1 → Nov 13+3.5%

+11.6%1 yearTotal return+4.3%

+21.5%3 years · per year$10,000 became $17,931 · $13,676+11.0%

+11.5%5 years · per year$10,000 became $17,265 · $12,374+4.4%

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.11%Trailing 12-mo yield$111 · $814 a year on $10k8.14%

−8.9%Worst dropSmaller is better−5.3%

13.8%VolatilityLower is calmer6.7%

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

5–3IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5NWE1.6%

Held in common0.2%

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

IVV vs ALTY Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

ALTYGlobal X

+4.4%

5 years, per year

IVVALTYFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs ALTY

YTD

iSharesIVV

+11.5%

ALTYGlobal X

+3.5%

+11.5%Year to date+3.5%

−8.9%Worst drop · 1Y−5.3%

13.8%Volatility · 1Y6.7%

1.1%Yield8.1%

$879BAssets$45.2M

3–1ALTY wins

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

Yields: ALTY, IVV, VOO, SCHD

1Y

8.14%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.14%$814

SCHD2.92%$292

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

SCHD$292 − $6 = $286

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: ALTY, IVV, VOO, SCHD

Today

93.3%most shared, IVV and VOO

ALTYIVVVOOSCHD

ALTY—0.2%0.1%0.0%

IVV0.2%—93.3%8.5%

VOO0.1%93.3%—7.6%

SCHD0.0%8.5%7.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

ALTYSCHD

+3.5%Year to date+34.9%

8.1%Yield2.9%

+4.3%Past year+37.5%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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ALTY, IVV, VOO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four