Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and VUG

CDCVictoryShares×ALTYGlobal X×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeALTY · 8.13% · $814 a year on $10k

Story of the three · RiskSmallest drop

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%+21.3%+21.7%+15.8%+6.7%−7.8%11.1%$750M1.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.13%+3.6%+4.4%+11.0%+4.5%−5.3%6.7%$45M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: CDC 2014 · ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

ALTY

Global X Alternative Income ETF · $45M$12,452

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

VUGMeasure

More Ways to See the Pairs

VUG vs ALTY: Top 5 Holdings

Today

VUG

45.2%in top 5

ALTY

in top 580.9%

VUGStockALTY

not top 5EMBD20.3%

not top 5QYLD20.0%

not top 5SRET19.8%

not top 5PFFD19.3%

13.5%NVDAnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: CDC, ALTY, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

ALTY

+4.9%Year to dateJan 1 → Nov 12+3.6%

+3.5%1 yearTotal return+4.4%

+22.1%3 years · per year$10,000 became $18,215 · $13,672+11.0%

+10.3%5 years · per year$10,000 became $16,326 · $12,452+4.5%

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

0.41%Trailing 12-mo yield$41 · $814 a year on $10k8.13%

−15.1%Worst dropSmaller is better−5.3%

19.1%VolatilityLower is calmer6.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5NWE1.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

VUG vs ALTY Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

ALTYGlobal X

+4.5%

5 years, per year

VUGALTYFaded: behind in that period

3–1VUG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs ALTY

YTD

VanguardVUG

+4.9%

ALTYGlobal X

+3.6%

+4.9%Year to date+3.6%

−15.1%Worst drop · 1Y−5.3%

19.1%Volatility · 1Y6.7%

0.4%Yield8.1%

$233BAssets$45.0M

3–1ALTY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

8.13%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.13%$814

CDC3.06%$306

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$764most kept, ALTY

ALTY$814 − $50 = $764

CDC$306 − $37 = $269

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.7%CDC, at 11.1% volatility

ALTYWorst drop−5.3%6.7% vol

CDCWorst drop−7.8%11.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+3.6%Year to date+21.3%

8.1%Yield3.1%

+4.4%Past year+21.7%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

CDC, ALTY and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three