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$16,124VUG · 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%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

ALTY

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

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

VUGMeasureALTY

+1.4%Year to dateJan 1 → Nov 6+3.1%

+0.2%1 yearTotal return+5.0%

+22.6%3 years · per year$10,000 became $18,415 · $13,892+11.6%

+10.0%5 years · per year$10,000 became $16,124 · $12,411+4.4%

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

0.42%Trailing 12-mo yield$42 · $817 a year on $10k8.17%

−15.1%Worst dropSmaller is better−5.3%

19.0%VolatilityLower is calmer6.5%

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

3–5ALTY wins

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

More Ways to See the Pairs

VUG vs ALTY: Top 5 Holdings

Today

VUG

45.2%in top 5

ALTY

in top 580.9%

VUGStockALTY

not top 5EMBD20.5%

not top 5SRET20.3%

not top 5PFFD19.5%

not top 5QYLD19.0%

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5NWE1.5%

Held in common0.0%

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

VUG vs ALTY Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

ALTYGlobal X

+4.4%

5 years, per year

VUGALTYFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs ALTY

YTD

VanguardVUG

+1.4%

ALTYGlobal X

+3.1%

+1.4%Year to date+3.1%

−15.1%Worst drop · 1Y−5.3%

19.0%Volatility · 1Y6.5%

0.4%Yield8.2%

$233BAssets$45.6M

4–0ALTY wins

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

Yields: ALTY, VUG

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

VUG0.42%$42

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

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

VUG$42 − $3 = $39

KeptFee

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

Return vs Bumpiness: 2 ETFs

+5.0%ALTY, at 6.5% volatility

ALTYWorst drop−5.3%6.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ALTYVUG

+3.1%Year to date+1.4%

8.2%Yield0.4%

+5.0%Past year+0.2%

0.50%Fee0.03%

3–1ALTY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

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