Compare · 4 funds side by side · dividends reinvested

CDC, CDL, ALTY and SCHD

CDCVictoryShares×CDLVictoryShares×ALTYGlobal X×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CDC, CDL, ALTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.08%+19.3%+22.2%+15.4%+6.5%−7.9%11.1%$757M2.6

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.07%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$420M2.6

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CDC 2014 · CDL 2015 · ALTY 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $757M$13,709

CDC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420M$16,213

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

CDCMeasureCDL

+19.3%Year to dateJan 1 → Nov 6+19.1%

+22.2%1 yearTotal return+22.2%

+15.4%3 years · per year$10,000 became $15,370 · $16,786+18.8%

+6.5%5 years · per year$10,000 became $13,709 · $16,213+10.1%

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

3.08%Trailing 12-mo yield$308 · $307 a year on $10k3.07%

−7.9%Worst dropSmaller is better−7.9%

11.1%VolatilityLower is calmer11.1%

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

3–2CDC wins

End-of-day Nov 6, 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

8.4%in top 5

CDL

in top 58.4%

CDCStockCDL

1.8%WEC1.8%

1.7%ED1.7%

1.7%DUK1.7%

1.7%EVRG1.7%

1.6%LNT1.6%

Held in common99.6%

End-of-day Nov 6, 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

1–2CDL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CDC vs ALTY

YTD

VictorySharesCDC

+19.3%

ALTYGlobal X

+3.1%

+19.3%Year to date+3.1%

−7.9%Worst drop · 1Y−5.3%

11.1%Volatility · 1Y6.5%

3.1%Yield8.2%

$757MAssets$45.6M

3–1ALTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDC, CDL, ALTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CDC0.37%$37

CDL0.38%$38

ALTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CDC, CDL, ALTY, SCHD

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

CDC3.08%$308

CDL3.07%$307

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

SCHD$300 − $6 = $294

CDC$308 − $37 = $271

CDL$307 − $38 = $269

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CDC, CDL, ALTY, SCHD

Today

99.6%most shared, CDC and CDL

CDCCDLALTYSCHD

CDC—99.6%2.1%22.0%

CDL99.6%—2.1%22.0%

ALTY2.1%2.1%—0.0%

SCHD22.0%22.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

ALTYWorst drop−5.3%6.5% vol

CDLWorst drop−7.9%11.1% vol

CDCWorst drop−7.9%11.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSCHD

+3.1%Year to date+31.4%

8.2%Yield3.0%

+5.0%Past year+37.0%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026