Compare · 3 funds side by side · dividends reinvested

ALTY, SCHD and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · 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 SPYM, 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%$123B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.13%+3.6%+4.4%+11.0%+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 12, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

ALTY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$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%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5TXN4.7%

Cost, Income and Risk

Fees: ALTY, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

ALTY0.50%$50

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

Yields: ALTY, SCHD, SPYM

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

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+3.6%Year to dateJan 1 → Nov 12+34.2%

+4.4%1 yearTotal return+36.8%

+11.0%3 years · per year$10,000 became $13,672 · $17,257+19.9%

+4.5%5 years · per year$10,000 became $12,452 · $16,429+10.4%

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

8.13%Trailing 12-mo yield$814 · $293 a year on $10k2.93%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.6%NWEnot top 5

Held in common0.0%

End-of-day Nov 12, 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 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

SPYM1.02%$102

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

SPYM$102 − $2 = $100

KeptFee

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

Overlap: ALTY, SCHD, SPYM

Today

8.5%most shared, SCHD and SPYM

ALTYSCHDSPYM

ALTY—0.0%0.2%

SCHD0.0%—8.5%

SPYM0.2%8.5%—

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

SPYMWorst drop−8.9%13.7% 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

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

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 SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three