Compare · 3 funds side by side · dividends reinvested

CDC, CDL and ALTY

CDCVictoryShares×CDLVictoryShares×ALTYGlobal X×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,142CDL · best of the three

02 / 04

CDC, CDL and ALTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.06%+20.1%+22.4%+15.9%+6.5%−7.9%10.9%$749M1.8

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+20.0%+22.5%+19.9%+10.1%−7.9%10.9%$413M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.00%+4.1%+6.2%+12.8%+4.5%−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 3, 2026 · returns include dividends · since: CDC 2014 · CDL 2015 · ALTY 2015

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $749M$13,675

CDC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,142

$10,000 five years ago, dividends reinvested · they hold 99.6% in common

CDCMeasureCDL

+20.1%Year to dateJan 1 → Nov 3+20.0%

+22.4%1 yearTotal return+22.5%

+15.9%3 years · per year$10,000 became $15,567 · $17,255+19.9%

+6.5%5 years · per year$10,000 became $13,675 · $16,142+10.1%

0.37%Expense ratio$37 · $38 a year on $10k · lower is better0.38%

3.06%Trailing 12-mo yield$306 · $305 a year on $10k3.05%

−7.9%Worst dropSmaller is better−7.9%

10.9%VolatilityLower is calmer10.9%

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

3–3Level

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

More Ways to See the Pairs

CDC vs CDL: Top 5 Holdings

Today

CDC

8.2%in top 5

CDL

in top 58.2%

CDCStockCDL

1.7%WEC1.7%

1.6%DUK1.6%

1.6%ED1.6%

1.6%EVRG1.6%

1.6%LNT1.6%

Held in common99.6%

End-of-day Nov 3, 2026 · share of each fund

CDC vs CDL Returns, Every Period

VictorySharesCDC

+6.5%

5 years, per year

CDLVictoryShares

+10.1%

5 years, per year

CDCCDLFaded: behind in that period

1–3CDL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CDC vs ALTY

YTD

VictorySharesCDC

+20.1%

ALTYGlobal X

+4.1%

+20.1%Year to date+4.1%

−7.9%Worst drop · 1Y−5.2%

10.9%Volatility · 1Y6.0%

3.1%Yield8.0%

$749MAssets$45.4M

3–1ALTY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDC, CDL, ALTY

Today

0.37%lowest, CDC

FundExpense ratioFee$10k

CDC0.37%$37

CDL0.38%$38

ALTY0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDC, CDL, ALTY

8.00%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.00%$800

CDC3.06%$306

CDL3.05%$305

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$750most kept, ALTY

ALTY$800 − $50 = $750

CDC$306 − $37 = $269

CDL$305 − $38 = $267

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDC, CDL, ALTY

Today

99.6%most shared, CDC and CDL

CDCCDLALTY

CDC—99.6%2.1%

CDL99.6%—2.1%

ALTY2.1%2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.5%CDL, at 10.9% volatility

ALTYWorst drop−5.2%6.0% vol

CDCWorst drop−7.9%10.9% vol

CDLWorst drop−7.9%10.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+4.1%Year to date+20.1%

8.0%Yield3.1%

+6.2%Past year+22.4%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026