Compare · 3 funds side by side · dividends reinvested

ALTY, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

ALTY, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.64%+4.6%+6.7%+12.9%+4.6%−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 4, 2026 · returns include dividends · since: ALTY 2015 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ALTY

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ALTYMeasureVOO

+4.6%Year to dateJan 1 → Nov 4+13.4%

+6.7%1 yearTotal return+13.5%

+12.9%3 years · per year$10,000 became $14,383 · $19,172+24.2%

+4.6%5 years · per year$10,000 became $12,532 · $18,115+12.6%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

8.64%Trailing 12-mo yield$864 · $105 a year on $10k1.05%

−5.2%Worst dropSmaller is better−8.9%

6.0%VolatilityLower is calmer12.8%

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

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs VOO: Top 5 Holdings

Today

ALTY

80.7%in top 5

VOO

in top 528.3%

ALTYStockVOO

20.2%EMBDnot top 5

19.8%SRETnot top 5

19.8%QYLDnot top 5

19.3%PFFDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.5%NWEnot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

ALTY vs VOO Returns, Every Period

Global XALTY

+4.6%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

ALTYVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: ALTY vs IVV

YTD

Global XALTY

+4.6%

IVViShares

+13.4%

+4.6%Year to date+13.4%

−5.2%Worst drop · 1Y−8.9%

6.0%Volatility · 1Y12.9%

8.6%Yield1.1%

$45.3MAssets$887B

3–1ALTY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ALTY0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ALTY, VOO, IVV

8.64%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.64%$864

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ALTY, VOO, IVV

Today

94.5%most shared, VOO and IVV

ALTYVOOIVV

ALTY—0.1%0.2%

VOO0.1%—94.5%

IVV0.2%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

ALTYWorst drop−5.2%6.0% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYIVV

+4.6%Year to date+13.4%

8.6%Yield1.1%

+6.7%Past year+13.5%

0.50%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026