Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and JEPI

CDCVictoryShares×ALTYGlobal X×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeALTY · 8.14% · $814 a year on $10k

Story of the three · RiskSmallest drop

CDC, ALTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.8

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.04%+22.2%+22.5%+16.2%+6.7%−7.8%11.2%$747M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.14%+3.5%+4.3%+11.0%+4.4%−5.3%6.7%$45M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: CDC 2014 · ALTY 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,374

ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $747M$13,813

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

ALTY

More Ways to See the Pairs

ALTY vs CDC: Top 5 Holdings

Today

ALTY

80.9%in top 5

CDC

in top 58.3%

ALTYStockCDC

20.3%EMBDnot top 5

20.0%QYLDnot top 5

19.8%SRETnot top 5

19.3%PFFDnot top 5

not top 5WEC1.7%

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 13, 2026 · fee on $10,000 a year

Yields: CDC, ALTY, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CDC

+3.5%Year to dateJan 1 → Nov 13+22.2%

+4.3%1 yearTotal return+22.5%

+11.0%3 years · per year$10,000 became $13,676 · $15,689+16.2%

+4.4%5 years · per year$10,000 became $12,374 · $13,813+6.7%

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

8.14%Trailing 12-mo yield$814 · $304 a year on $10k3.04%

−5.3%Worst dropSmaller is better−7.8%

6.7%VolatilityLower is calmer11.2%

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

3–5CDC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EVRG1.7%

not top 5DUK1.7%

not top 5ED1.6%

not top 5LNT1.6%

1.6%NWEnot top 5

Held in common2.1%

End-of-day Nov 13, 2026 · share of each fund

ALTY vs CDC Returns, Every Period

5Y

Global XALTY

+4.4%

5 years, per year

CDCVictoryShares

+6.7%

5 years, per year

ALTYCDCFaded: behind in that period

0–4CDC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ALTY vs JEPI

YTD

Global XALTY

+3.5%

JEPIJ.P. Morgan

+8.2%

+3.5%Year to date+8.2%

−5.3%Worst drop · 1Y−6.7%

6.7%Volatility · 1Y9.0%

8.1%Yield7.9%

$45.2MAssets$47.1B

3–1ALTY wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

8.14%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.14%$814

JEPI7.87%$787

CDC3.04%$304

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

JEPI$787 − $35 = $752

CDC$304 − $37 = $267

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CDC, ALTY, JEPI

Today

13.2%most shared, CDC and JEPI

CDCALTYJEPI

CDC—2.1%13.2%

ALTY2.1%—0.0%

JEPI13.2%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.5%CDC, at 11.2% volatility

ALTYWorst drop−5.3%6.7% vol

JEPIWorst drop−6.7%9.0% vol

CDCWorst drop−7.8%11.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+3.5%Year to date+22.2%

8.1%Yield3.0%

+4.3%Past year+22.5%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CDC, ALTY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three