Compare · 3 funds side by side · dividends reinvested

ALTY, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeALTY · 8.13% · $814 a year on $10k

Story of the three · RiskSmallest drop

ALTY, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.13%+3.6%+4.4%+11.0%+4.5%−5.3%6.7%$45M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,452

ALTY

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

ALTYMeasure

More Ways to See the Pairs

ALTY vs IWF: Top 5 Holdings

Today

ALTY

80.9%in top 5

IWF

in top 538.2%

ALTYStockIWF

20.3%EMBDnot top 5

20.0%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5NVDA12.8%

Cost, Income and Risk

Fees: ALTY, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

ALTY0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ALTY, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+3.6%Year to dateJan 1 → Nov 12−1.5%

+4.4%1 yearTotal return−3.0%

+11.0%3 years · per year$10,000 became $13,672 · $16,957+19.2%

+4.5%5 years · per year$10,000 became $12,452 · $15,697+9.4%

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

8.13%Trailing 12-mo yield$814 · $37 a year on $10k0.37%

−5.3%Worst dropSmaller is better−14.6%

6.7%VolatilityLower is calmer19.6%

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

5–3ALTY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO5.1%

1.6%NWEnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ALTY vs IWF Returns, Every Period

5Y

Global XALTY

+4.5%

5 years, per year

IWFiShares

+9.4%

5 years, per year

ALTYIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ALTY vs SCHD

YTD

Global XALTY

+3.6%

SCHDSchwab

+34.2%

+3.6%Year to date+34.2%

−5.3%Worst drop · 1Y−6.9%

6.7%Volatility · 1Y11.7%

8.1%Yield2.9%

$45.0MAssets$123B

3–1ALTY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

8.13%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.13%$814

SCHD2.93%$293

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ALTY, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

ALTYSCHDIWF

ALTY—0.0%0.0%

SCHD0.0%—3.6%

IWF0.0%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.6%Year to date+34.2%

8.1%Yield2.9%

+4.4%Past year+36.8%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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ALTY, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three