Compare · 3 funds side by side · dividends reinvested

ALTY, SCHD and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeALTY · 8.11% · $811 a year on $10k

Story of the three · RiskSmallest drop

ALTY, SCHD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.11%+3.9%+5.6%+10.7%+4.5%−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 10, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,454

ALTY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$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

81.1%in top 5

SCHD

in top 521.4%

ALTYStockSCHD

20.3%EMBDnot top 5

20.1%SRETnot top 5

19.6%QYLDnot top 5

19.5%PFFDnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: ALTY, SCHD, SPY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

ALTY0.50%$50

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

Yields: ALTY, SCHD, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+3.9%Year to dateJan 1 → Nov 10+33.8%

+5.6%1 yearTotal return+38.8%

+10.7%3 years · per year$10,000 became $13,575 · $17,062+19.5%

+4.5%5 years · per year$10,000 became $12,454 · $16,428+10.4%

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

8.11%Trailing 12-mo yield$811 · $294 a year on $10k2.94%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.5%NWEnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

ALTY vs SCHD Returns, Every Period

5Y

Global XALTY

+4.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ALTYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ALTY vs SCHD

YTD

Global XALTY

+3.9%

SCHDSchwab

+33.8%

+3.9%Year to date+33.8%

−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 10, 2026 · smaller drop and lower volatility win

1Y

8.11%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.11%$811

SCHD2.94%$294

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$761most kept, ALTY

ALTY$811 − $50 = $761

SCHD$294 − $6 = $288

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ALTY, SCHD, SPY

Today

8.5%most shared, SCHD and SPY

ALTYSCHDSPY

ALTY—0.0%0.2%

SCHD0.0%—8.5%

SPY0.2%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.9%Year to date+33.8%

8.1%Yield2.9%

+5.6%Past year+38.8%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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ALTY, SCHD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three