Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and IWF

CDCVictoryShares×ALTYGlobal X×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

CDC, ALTY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.08%+19.3%+22.2%+15.4%+6.5%−7.9%11.1%$746M1.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

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: CDC 2014 · ALTY 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $746M$13,709

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

ALTYMeasureCDC

+3.1%Year to dateJan 1 → Nov 6+19.3%

+5.0%1 yearTotal return+22.2%

+11.6%3 years · per year$10,000 became $13,892 · $15,370+15.4%

+4.4%5 years · per year$10,000 became $12,411 · $13,709+6.5%

0.50%Expense ratio$50 · $37 a year on $10k · lower is better0.37%

8.17%Trailing 12-mo yield$817 · $308 a year on $10k3.08%

−5.3%Worst dropSmaller is better−7.9%

6.5%VolatilityLower is calmer11.1%

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

3–5CDC 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 CDC: Top 5 Holdings

Today

ALTY

80.9%in top 5

CDC

in top 58.4%

ALTYStockCDC

20.5%EMBDnot top 5

20.3%SRETnot top 5

19.5%PFFDnot top 5

19.0%QYLDnot top 5

not top 5WEC1.8%

not top 5ED1.7%

not top 5DUK1.7%

not top 5EVRG1.7%

not top 5LNT1.6%

1.5%NWEnot top 5

Held in common2.1%

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

ALTY vs CDC Returns, Every Period

Global XALTY

+4.4%

5 years, per year

CDCVictoryShares

+6.5%

5 years, per year

ALTYCDCFaded: behind in that period

0–4CDC wins

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

ALTY vs CDC

YTD

Global XALTY

+3.1%

CDCVictoryShares

+19.3%

+3.1%Year to date+19.3%

−5.3%Worst drop · 1Y−7.9%

6.5%Volatility · 1Y11.1%

8.2%Yield3.1%

$45.6MAssets$746M

3–1ALTY wins

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

Cost, Income and Risk

Fees: CDC, ALTY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CDC0.37%$37

ALTY0.50%$50

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

Yields: CDC, ALTY, IWF

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

CDC3.08%$308

IWF0.39%$39

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

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

CDC$308 − $37 = $271

IWF$39 − $18 = $21

KeptFee

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

Overlap: CDC, ALTY, IWF

Today

2.2%most shared, CDC and IWF

CDCALTYIWF

CDC—2.1%2.2%

ALTY2.1%—0.0%

IWF2.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.2%CDC, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

CDCWorst drop−7.9%11.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ALTYCDC

+3.1%Year to date+19.3%

8.2%Yield3.1%

+5.0%Past year+22.2%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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