Compare · 2 funds side by side · dividends reinvested

ALTY and VUG

ALTYGlobal X×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

ALTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.64%+4.6%+6.7%+12.9%+4.6%−5.2%6.0%$45M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,323

ALTY

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

ALTYMeasureVUG

+4.6%Year to dateJan 1 → Nov 5+6.3%

+6.7%1 yearTotal return+3.4%

+12.9%3 years · per year$10,000 became $14,383 · $19,712+25.4%

+4.6%5 years · per year$10,000 became $12,532 · $17,153+11.4%

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

8.64%Trailing 12-mo yield$864 · $40 a year on $10k0.40%

−5.2%Worst dropSmaller is better−16.1%

6.0%VolatilityLower is calmer18.2%

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

4–4Level

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

More Ways to See the Pairs

ALTY vs VUG: Top 5 Holdings

Today

ALTY

81.1%in top 5

VUG

in top 545.2%

ALTYStockVUG

20.2%SRETnot top 5

20.1%EMBDnot top 5

19.8%QYLDnot top 5

19.5%PFFDnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.5%NWEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ALTY vs VUG Returns, Every Period

Global XALTY

+4.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

ALTYVUGFaded: behind in that period

1–3VUG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs VUG

YTD

Global XALTY

+4.6%

VUGVanguard

+6.3%

+4.6%Year to date+6.3%

−5.2%Worst drop · 1Y−16.1%

6.0%Volatility · 1Y18.2%

8.6%Yield0.4%

$45.3MAssets$233B

3–1ALTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ALTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ALTY, VUG

8.64%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.64%$864

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ALTY, VUG

Today

0.0%most shared, ALTY and VUG

ALTYVUG

ALTY—0.0%

VUG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.7%ALTY, at 6.0% volatility

ALTYWorst drop−5.2%6.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYVUG

+4.6%Year to date+6.3%

8.6%Yield0.4%

+6.7%Past year+3.4%

0.50%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 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 5, 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 5, 2026