Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and JEPI

CDCVictoryShares×ALTYGlobal X×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

CDC, ALTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.9

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.24%+19.3%+22.2%+15.4%+6.5%−7.9%11.1%$738M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$45M2.1

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 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738M$13,709

CDC

ALTY

Global X Alternative Income ETF · $45M$12,411

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

CDCMeasureALTY

+19.3%Year to dateJan 1 → Nov 6+3.1%

+22.2%1 yearTotal return+5.0%

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

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

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

3.24%Trailing 12-mo yield$324 · $817 a year on $10k8.17%

−7.9%Worst dropSmaller is better−5.3%

11.1%VolatilityLower is calmer6.5%

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

5–3CDC wins

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

More Ways to See the Pairs

CDC vs ALTY: Top 5 Holdings

Today

CDC

8.4%in top 5

ALTY

in top 580.9%

CDCStockALTY

not top 5EMBD20.5%

not top 5SRET20.3%

not top 5PFFD19.5%

not top 5QYLD19.0%

1.8%WECnot top 5

1.7%EDnot top 5

1.7%DUKnot top 5

1.7%EVRGnot top 5

1.6%LNTnot top 5

not top 5NWE1.5%

Held in common2.1%

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

CDC vs ALTY Returns, Every Period

VictorySharesCDC

+6.5%

5 years, per year

ALTYGlobal X

+4.4%

5 years, per year

CDCALTYFaded: behind in that period

4–0CDC wins

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

CDC vs ALTY

YTD

VictorySharesCDC

+19.3%

ALTYGlobal X

+3.1%

+19.3%Year to date+3.1%

−7.9%Worst drop · 1Y−5.3%

11.1%Volatility · 1Y6.5%

3.2%Yield8.2%

$738MAssets$44.6M

3–1ALTY wins

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

Cost, Income and Risk

Fees: CDC, ALTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CDC0.37%$37

ALTY0.50%$50

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

Yields: CDC, ALTY, JEPI

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

JEPI8.09%$809

CDC3.24%$324

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ALTY$817 − $50 = $767

CDC$324 − $37 = $287

KeptFee

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

Overlap: CDC, ALTY, JEPI

Today

13.3%most shared, CDC and JEPI

CDCALTYJEPI

CDC—2.1%13.3%

ALTY2.1%—0.0%

JEPI13.3%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

JEPIWorst drop−6.7%8.8% vol

CDCWorst drop−7.9%11.1% 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%Yield3.2%

+5.0%Past year+22.2%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026