Compare · 3 funds side by side · dividends reinvested

ALTY, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

ALTY, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.00%+4.1%+6.2%+12.8%+4.5%−5.2%6.0%$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 3, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

ALTY

Global X Alternative Income ETF · $45M$12,455

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

SCHDMeasureALTY

+32.8%Year to dateJan 1 → Nov 3+4.1%

+37.6%1 yearTotal return+6.2%

+21.2%3 years · per year$10,000 became $17,784 · $14,345+12.8%

+10.3%5 years · per year$10,000 became $16,352 · $12,455+4.5%

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

2.97%Trailing 12-mo yield$297 · $800 a year on $10k8.00%

−6.9%Worst dropSmaller is better−5.2%

11.4%VolatilityLower is calmer6.0%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs ALTY: Top 5 Holdings

Today

SCHD

21.4%in top 5

ALTY

in top 580.2%

SCHDStockALTY

not top 5EMBD20.1%

not top 5QYLD19.8%

not top 5SRET19.6%

not top 5PFFD19.2%

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5NWE1.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs ALTY Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

ALTYGlobal X

+4.5%

5 years, per year

SCHDALTYFaded: behind in that period

4–0SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHD vs ALTY

YTD

SchwabSCHD

+32.8%

ALTYGlobal X

+4.1%

+32.8%Year to date+4.1%

−6.9%Worst drop · 1Y−5.2%

11.4%Volatility · 1Y6.0%

3.0%Yield8.0%

$121BAssets$45.4M

3–1ALTY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

ALTY0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ALTY, SCHD, VIG

8.00%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.00%$800

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$750most kept, ALTY

ALTY$800 − $50 = $750

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ALTY, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

ALTYSCHDVIG

ALTY—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

ALTYWorst drop−5.2%6.0% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+4.1%Year to date+32.8%

8.0%Yield3.0%

+6.2%Past year+37.6%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026