Compare · 3 funds side by side · dividends reinvested

ALTY, IWF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

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

Story of the three · RiskSmallest drop

ALTY, IWF and SCHD, 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%$123B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.07%+4.5%+5.7%+11.1%+4.6%−5.3%6.7%$45M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.6

Rank among the three1st → 3rdFee, 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 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

ALTY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

ALTY

More Ways to See the Pairs

ALTY vs SCHD: Top 5 Holdings

Today

ALTY

80.9%in top 5

SCHD

in top 521.7%

ALTYStockSCHD

20.3%EMBDnot top 5

20.0%SRETnot top 5

19.6%QYLDnot top 5

19.3%PFFDnot top 5

not top 5TXN4.6%

Cost, Income and Risk

Fees: ALTY, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

ALTY0.50%$50

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

Yields: ALTY, IWF, SCHD

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+4.5%Year to dateJan 1 → Nov 11+34.6%

+5.7%1 yearTotal return+39.3%

+11.1%3 years · per year$10,000 became $13,725 · $17,234+19.9%

+4.6%5 years · per year$10,000 became $12,532 · $16,418+10.4%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

8.07%Trailing 12-mo yield$807 · $293 a year on $10k2.93%

−5.3%Worst dropSmaller is better−6.9%

6.7%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.6%NWEnot top 5

Held in common0.0%

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

ALTY vs SCHD Returns, Every Period

5Y

Global XALTY

+4.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ALTYSCHDFaded: behind in that period

0–4SCHD 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

1Y

8.07%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.07%$807

SCHD2.93%$293

IWF0.37%$37

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

IWF$37 − $18 = $19

KeptFee

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

Overlap: ALTY, IWF, SCHD

Today

3.7%most shared, IWF and SCHD

ALTYIWFSCHD

ALTY—0.0%0.0%

IWF0.0%—3.7%

SCHD0.0%3.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.6% 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

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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ALTY, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three