Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and VUG

CDCVictoryShares×ALTYGlobal X×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

CDC, ALTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+21.5%+24.6%+15.9%+6.7%−7.8%11.2%$738M1.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−5.3%6.7%$45M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CDC 2014 · ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,527

ALTY

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

ALTYMeasureVUG

+4.7%Year to dateJan 1 → Nov 9+4.2%

+6.7%1 yearTotal return+4.7%

+11.2%3 years · per year$10,000 became $13,732 · $18,569+22.9%

+4.6%5 years · per year$10,000 became $12,527 · $16,565+10.6%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

8.05%Trailing 12-mo yield$805 · $41 a year on $10k0.41%

−5.3%Worst dropSmaller is better−15.1%

6.7%VolatilityLower is calmer19.1%

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

5–3ALTY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs VUG: Top 5 Holdings

Today

ALTY

81.0%in top 5

VUG

in top 545.2%

ALTYStockVUG

20.5%EMBDnot top 5

20.1%SRETnot top 5

19.6%PFFDnot top 5

19.2%QYLDnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.5%NWEnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ALTY vs VUG Returns, Every Period

Global XALTY

+4.6%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

ALTYVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ALTY vs CDC

YTD

Global XALTY

+4.7%

CDCVictoryShares

+21.5%

+4.7%Year to date+21.5%

−5.3%Worst drop · 1Y−7.8%

6.7%Volatility · 1Y11.2%

8.1%Yield3.1%

$44.6MAssets$738M

3–1ALTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDC, ALTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CDC0.37%$37

ALTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CDC, ALTY, VUG

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

CDC3.06%$306

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

CDC$306 − $37 = $269

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CDC, ALTY, VUG

Today

2.1%most shared, CDC and ALTY

CDCALTYVUG

CDC—2.1%0.5%

ALTY2.1%—0.0%

VUG0.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.6%CDC, at 11.2% volatility

ALTYWorst drop−5.3%6.7% vol

CDCWorst drop−7.8%11.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+4.7%Year to date+21.5%

8.1%Yield3.1%

+6.7%Past year+24.6%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026