Compare · 2 funds side by side · dividends reinvested

ALTY and IWF

ALTYGlobal X×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

ALTY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−5.3%6.5%$45M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ALTY 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,323

ALTY

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

ALTYMeasureIWF

+3.0%Year to dateJan 1 → Nov 5−6.5%

+5.3%1 yearTotal return−7.6%

+11.9%3 years · per year$10,000 became $14,002 · $17,073+19.5%

+4.3%5 years · per year$10,000 became $12,323 · $15,330+8.9%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

8.19%Trailing 12-mo yield$819 · $39 a year on $10k0.39%

−5.3%Worst dropSmaller is better−14.6%

6.5%VolatilityLower is calmer19.3%

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

5–3ALTY wins

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

More Ways to See the Pairs

ALTY vs IWF: Top 5 Holdings

Today

ALTY

81.1%in top 5

IWF

in top 539.6%

ALTYStockIWF

20.2%SRETnot top 5

20.1%EMBDnot top 5

19.8%QYLDnot top 5

19.5%PFFDnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.5%NWEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ALTY vs IWF Returns, Every Period

Global XALTY

+4.3%

5 years, per year

IWFiShares

+8.9%

5 years, per year

ALTYIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs IWF

YTD

Global XALTY

+3.0%

IWFiShares

−6.5%

+3.0%Year to date−6.5%

−5.3%Worst drop · 1Y−14.6%

6.5%Volatility · 1Y19.3%

8.2%Yield0.4%

$45.3MAssets$121B

4–0ALTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

ALTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ALTY, IWF

8.19%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.19%$819

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ALTY, IWF

Today

0.0%most shared, ALTY and IWF

ALTYIWF

ALTY—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.3%ALTY, at 6.5% volatility

ALTYWorst drop−5.3%6.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYIWF

+3.0%Year to date−6.5%

8.2%Yield0.4%

+5.3%Past year−7.6%

0.50%Fee0.18%

3–1ALTY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026