Compare · 2 funds side by side · dividends reinvested

ALTY and SCHD

ALTYGlobal X×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeALTY · 8.07% · $807 a year on $10k

Story of the two · RiskSmallest drop

ALTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.07%+4.5%+5.7%+11.1%+4.6%−5.3%6.7%$45M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: ALTY 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

ALTY

Global X Alternative Income ETF · $45M$12,532

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

SCHDMeasureALTY

+34.6%

More Ways to See the Pairs

SCHD vs ALTY: Top 5 Holdings

Today

SCHD

21.7%in top 5

ALTY

in top 580.9%

SCHDStockALTY

not top 5EMBD20.3%

not top 5SRET20.0%

not top 5QYLD19.6%

not top 5PFFD19.3%

4.6%TXNnot top 5

Cost, Income and Risk

Fees: ALTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ALTY0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: ALTY, SCHD

1Y

8.07%highest, ALTY

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+4.5%

+39.3%1 yearTotal return+5.7%

+19.9%3 years · per year$10,000 became $17,234 · $13,725+11.1%

+10.4%5 years · per year$10,000 became $16,418 · $12,532+4.6%

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

2.93%Trailing 12-mo yield$293 · $807 a year on $10k8.07%

−6.9%Worst dropSmaller is better−5.3%

11.8%VolatilityLower is calmer6.7%

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

5–3SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5NWE1.6%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs ALTY Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

ALTYGlobal X

+4.6%

5 years, per year

SCHDALTYFaded: behind in that period

4–0SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHD vs ALTY

YTD

SchwabSCHD

+34.6%

ALTYGlobal X

+4.5%

+34.6%Year to date+4.5%

−6.9%Worst drop · 1Y−5.3%

11.8%Volatility · 1Y6.7%

2.9%Yield8.1%

$123BAssets$45.0M

3–1ALTY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

ALTY8.07%$807

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, ALTY

ALTY$807 − $50 = $757

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ALTY, SCHD

Today

0.0%most shared, ALTY and SCHD

ALTYSCHD

ALTY—0.0%

SCHD0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+4.5%Year to date+34.6%

8.1%Yield2.9%

+5.7%Past year+39.3%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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ALTY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two