Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and VIG

CDCVictoryShares×ALTYGlobal X×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

CDC, ALTY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.05%+20.5%+23.9%+15.9%+6.6%−7.9%11.1%$744M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−5.3%6.5%$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 5, 2026 · returns include dividends · since: CDC 2014 · ALTY 2015 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$13,797

CDC

ALTY

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

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

CDCMeasureALTY

+20.5%Year to dateJan 1 → Nov 5+3.0%

+23.9%1 yearTotal return+5.3%

+15.9%3 years · per year$10,000 became $15,563 · $14,002+11.9%

+6.6%5 years · per year$10,000 became $13,797 · $12,323+4.3%

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

3.05%Trailing 12-mo yield$305 · $819 a year on $10k8.19%

−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 5, 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

8.3%in top 5

ALTY

in top 581.1%

CDCStockALTY

not top 5SRET20.2%

not top 5EMBD20.1%

not top 5QYLD19.8%

not top 5PFFD19.5%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

not top 5NWE1.5%

Held in common2.1%

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

CDC vs ALTY Returns, Every Period

VictorySharesCDC

+6.6%

5 years, per year

ALTYGlobal X

+4.3%

5 years, per year

CDCALTYFaded: behind in that period

4–0CDC wins

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

CDC vs ALTY

YTD

VictorySharesCDC

+20.5%

ALTYGlobal X

+3.0%

+20.5%Year to date+3.0%

−7.9%Worst drop · 1Y−5.3%

11.1%Volatility · 1Y6.5%

3.1%Yield8.2%

$744MAssets$45.3M

3–1ALTY wins

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

Cost, Income and Risk

Fees: CDC, ALTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CDC0.37%$37

ALTY0.50%$50

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

Yields: CDC, ALTY, VIG

8.19%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.19%$819

CDC3.05%$305

VIG1.49%$149

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

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

CDC$305 − $37 = $268

VIG$149 − $4 = $145

KeptFee

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

Overlap: CDC, ALTY, VIG

Today

11.5%most shared, CDC and VIG

CDCALTYVIG

CDC—2.1%11.5%

ALTY2.1%—0.0%

VIG11.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.9%CDC, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

VIGWorst drop−7.9%10.8% vol

CDCWorst drop−7.9%11.1% vol

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

Paid More vs Made More

YTD

ALTYCDC

+3.0%Year to date+20.5%

8.2%Yield3.1%

+5.3%Past year+23.9%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026