Compare · 3 funds side by side · dividends reinvested

CDC, ALTY and VYM

CDCVictoryShares×ALTYGlobal X×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

CDC, ALTY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.00%+22.4%+25.7%+16.5%+7.1%−7.9%11.0%$744M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.64%+4.6%+6.7%+12.9%+4.6%−5.2%6.0%$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 · VYM 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

+22.4%Year to dateJan 1 → Nov 5+4.6%

+25.7%1 yearTotal return+6.7%

+16.5%3 years · per year$10,000 became $15,832 · $14,383+12.9%

+7.1%5 years · per year$10,000 became $14,118 · $12,532+4.6%

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

3.00%Trailing 12-mo yield$300 · $864 a year on $10k8.64%

−7.9%Worst dropSmaller is better−5.2%

11.0%VolatilityLower is calmer6.0%

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

+7.1%

5 years, per year

ALTYGlobal X

+4.6%

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

+22.4%

ALTYGlobal X

+4.6%

+22.4%Year to date+4.6%

−7.9%Worst drop · 1Y−5.2%

11.0%Volatility · 1Y6.0%

3.0%Yield8.6%

$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, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CDC0.37%$37

ALTY0.50%$50

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

Yields: CDC, ALTY, VYM

8.64%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.64%$864

CDC3.00%$300

VYM2.22%$222

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

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

CDC$300 − $37 = $263

VYM$222 − $4 = $218

KeptFee

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

Overlap: CDC, ALTY, VYM

Today

25.5%most shared, CDC and VYM

CDCALTYVYM

CDC—2.1%25.5%

ALTY2.1%—0.5%

VYM25.5%0.5%—

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

Return vs Bumpiness: 3 ETFs

+25.7%CDC, at 11.0% volatility

ALTYWorst drop−5.2%6.0% vol

VYMWorst drop−6.7%10.1% vol

CDCWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

ALTYCDC

+4.6%Year to date+22.4%

8.6%Yield3.0%

+6.7%Past year+25.7%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026