Compare · 3 funds side by side · dividends reinvested

ALTY, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

ALTY, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−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 9, 2026 · returns include dividends · since: ALTY 2015 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,527

ALTY

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ALTYMeasureVOO

+4.7%Year to dateJan 1 → Nov 9+11.3%

+6.7%1 yearTotal return+13.6%

+11.2%3 years · per year$10,000 became $13,732 · $18,159+22.0%

+4.6%5 years · per year$10,000 became $12,527 · $17,543+11.9%

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

8.05%Trailing 12-mo yield$805 · $107 a year on $10k1.07%

−5.3%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs VOO: Top 5 Holdings

Today

ALTY

81.0%in top 5

VOO

in top 528.3%

ALTYStockVOO

20.5%EMBDnot top 5

20.1%SRETnot top 5

19.6%PFFDnot top 5

19.2%QYLDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.5%NWEnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

ALTY vs VOO Returns, Every Period

Global XALTY

+4.6%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

ALTYVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: ALTY vs IVV

YTD

Global XALTY

+4.7%

IVViShares

+11.3%

+4.7%Year to date+11.3%

−5.3%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y13.8%

8.1%Yield1.1%

$44.6MAssets$875B

3–1ALTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

ALTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ALTY, IVV, VOO

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ALTY, IVV, VOO

Today

92.7%most shared, IVV and VOO

ALTYIVVVOO

ALTY—0.2%0.1%

IVV0.2%—92.7%

VOO0.1%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

ALTYWorst drop−5.3%6.7% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYIVV

+4.7%Year to date+11.3%

8.1%Yield1.1%

+6.7%Past year+13.6%

0.50%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026