Compare · 3 funds side by side · dividends reinvested

ALTY, IWF and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

ALTY, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−5.3%6.7%$45M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ALTY 2015 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ALTY

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

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

ALTYMeasureIWF

+4.7%Year to dateJan 1 → Nov 9−2.5%

+6.7%1 yearTotal return−2.2%

+11.2%3 years · per year$10,000 became $13,732 · $17,207+19.8%

+4.6%5 years · per year$10,000 became $12,527 · $15,892+9.7%

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

8.05%Trailing 12-mo yield$805 · $38 a year on $10k0.38%

−5.3%Worst dropSmaller is better−14.6%

6.7%VolatilityLower is calmer19.5%

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

5–3ALTY 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 IWF: Top 5 Holdings

Today

ALTY

81.0%in top 5

IWF

in top 539.7%

ALTYStockIWF

20.5%EMBDnot top 5

20.1%SRETnot top 5

19.6%PFFDnot top 5

19.2%QYLDnot top 5

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.5%NWEnot top 5

Held in common0.0%

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

ALTY vs IWF Returns, Every Period

Global XALTY

+4.6%

5 years, per year

IWFiShares

+9.7%

5 years, per year

ALTYIWFFaded: behind in that period

2–2Level

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

Income vs Stocks: ALTY vs VTV

YTD

Global XALTY

+4.7%

VTVVanguard

+20.9%

+4.7%Year to date+20.9%

−5.3%Worst drop · 1Y−6.4%

6.7%Volatility · 1Y10.8%

8.1%Yield1.8%

$44.6MAssets$184B

3–1ALTY wins

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

Cost, Income and Risk

Fees: ALTY, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

ALTY0.50%$50

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

Yields: ALTY, IWF, VTV

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

VTV1.83%$183

IWF0.38%$38

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

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

VTV$183 − $3 = $180

IWF$38 − $18 = $20

KeptFee

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

Overlap: ALTY, IWF, VTV

Today

11.8%most shared, IWF and VTV

ALTYIWFVTV

ALTY—0.0%0.4%

IWF0.0%—11.8%

VTV0.4%11.8%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

ALTYWorst drop−5.3%6.7% vol

VTVWorst drop−6.4%10.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

ALTYVTV

+4.7%Year to date+20.9%

8.1%Yield1.8%

+6.7%Past year+25.4%

0.50%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026