Compare · 3 funds side by side · dividends reinvested

ALTY, VTV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ALTY, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ALTY 2015 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $46M$12,411

ALTY

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ALTYMeasureVTV

+3.1%Year to dateJan 1 → Nov 6+18.5%

+5.0%1 yearTotal return+22.9%

+11.6%3 years · per year$10,000 became $13,892 · $17,687+20.9%

+4.4%5 years · per year$10,000 became $12,411 · $17,585+12.0%

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

8.17%Trailing 12-mo yield$817 · $187 a year on $10k1.87%

−5.3%Worst dropSmaller is better−6.4%

6.5%VolatilityLower is calmer10.7%

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

3–5VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs VTV: Top 5 Holdings

Today

ALTY

80.9%in top 5

VTV

in top 515.8%

ALTYStockVTV

20.5%EMBDnot top 5

20.3%SRETnot top 5

19.5%PFFDnot top 5

19.0%QYLDnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

1.5%NWEnot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

ALTY vs VTV Returns, Every Period

Global XALTY

+4.4%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

ALTYVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ALTY vs SCHD

YTD

Global XALTY

+3.1%

SCHDSchwab

+31.4%

+3.1%Year to date+31.4%

−5.3%Worst drop · 1Y−6.9%

6.5%Volatility · 1Y11.7%

8.2%Yield3.0%

$45.6MAssets$120B

3–1ALTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

ALTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALTY, VTV, SCHD

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

SCHD3.00%$300

VTV1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ALTY, VTV, SCHD

Today

17.9%most shared, VTV and SCHD

ALTYVTVSCHD

ALTY—0.4%0.0%

VTV0.4%—17.9%

SCHD0.0%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

ALTYWorst drop−5.3%6.5% vol

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.1%Year to date+31.4%

8.2%Yield3.0%

+5.0%Past year+37.0%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026