Compare · 4 funds side by side · dividends reinvested

CDC, CDL, ALTY and VUG

CDCVictoryShares×CDLVictoryShares×ALTYGlobal X×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,213CDL · best of the four

02 / 04

CDC, CDL, ALTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$413M2.0

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%$746M2.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $746M$13,709

CDC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$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 · $323 a year on $10k3.23%

−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

2–3CDL 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%

$746MAssets$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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

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, VUG

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

CDL3.23%$323

CDC3.08%$308

VUG0.42%$42

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

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

CDL$323 − $38 = $285

CDC$308 − $37 = $271

VUG$42 − $3 = $39

KeptFee

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

Overlap: CDC, CDL, ALTY, VUG

Today

99.6%most shared, CDC and CDL

CDCCDLALTYVUG

CDC—99.6%2.1%0.5%

CDL99.6%—2.1%0.5%

ALTY2.1%2.1%—0.0%

VUG0.5%0.5%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.2%CDL, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

CDLWorst drop−7.9%11.1% vol

CDCWorst drop−7.9%11.1% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ALTYCDC

+3.1%Year to date+19.3%

8.2%Yield3.1%

+5.0%Past year+22.2%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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