Compare · 3 funds side by side · dividends reinvested

ALTY, SCHD and JEPI

ALTYGlobal X×SCHDSchwab×JEPIJ.P. Morgan×

02 / 04

−0.1%

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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 · 8.14% · $814 a year on $10k

Story of the three · RiskSmallest drop

ALTY, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.14%+3.5%+4.3%+11.0%+4.4%−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 13, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,374

ALTY

SCHD

Schwab U.S. Dividend Equity ETF · $124B$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 521.8%

ALTYStockSCHD

20.3%EMBDnot top 5

20.0%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5TXN4.8%

Cost, Income and Risk

Fees: ALTY, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

ALTY0.50%$50

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+3.5%Year to dateJan 1 → Nov 13+34.9%

+4.3%1 yearTotal return+37.5%

+11.0%3 years · per year$10,000 became $13,676 · $17,374+20.2%

+4.4%5 years · per year$10,000 became $12,374 · $16,418+10.4%

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

8.14%Trailing 12-mo yield$814 · $292 a year on $10k2.92%

−5.3%Worst dropSmaller is better−6.9%

6.7%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

1.6%NWEnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

ALTY vs SCHD Returns, Every Period

5Y

Global XALTY

+4.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ALTYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ALTY vs JEPI

YTD

Global XALTY

+3.5%

JEPIJ.P. Morgan

+8.2%

+3.5%Year to date+8.2%

−5.3%Worst drop · 1Y−6.7%

6.7%Volatility · 1Y9.0%

8.1%Yield7.9%

$45.2MAssets$47.1B

3–1ALTY wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: ALTY, SCHD, JEPI

1Y

8.14%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.14%$814

JEPI7.87%$787

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ALTY, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

ALTYSCHDJEPI

ALTY—0.0%0.0%

SCHD0.0%—8.5%

JEPI0.0%8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

ALTYWorst drop−5.3%6.7% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.5%Year to date+34.9%

8.1%Yield2.9%

+4.3%Past year+37.5%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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ALTY, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ALTY, SCHD, JEPI