Compare · 3 funds side by side · dividends reinvested

CDL, ALTY and IWF

CDLVictoryShares×ALTYGlobal X×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,325CDL · best of the three

Story of the three · IncomeMost incomeALTY · 8.07% · $807 a year on $10k

Story of the three · RiskSmallest drop

CDL, ALTY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+21.8%+23.8%+18.7%+10.3%−7.7%11.2%$415M1.6

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.07%+4.5%+5.7%+11.1%+4.6%−5.3%6.7%$45M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: CDL 2015 · ALTY 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Alternative Income ETF · $45M$12,532

ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $415M$16,325

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

ALTY

More Ways to See the Pairs

ALTY vs CDL: Top 5 Holdings

Today

ALTY

80.9%in top 5

CDL

in top 58.3%

ALTYStockCDL

20.3%EMBDnot top 5

20.0%SRETnot top 5

19.6%QYLDnot top 5

19.3%PFFDnot top 5

not top 5WEC1.7%

Cost, Income and Risk

Fees: CDL, ALTY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CDL0.38%$38

ALTY0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CDL, ALTY, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

CDL

+4.5%Year to dateJan 1 → Nov 11+21.8%

+5.7%1 yearTotal return+23.8%

+11.1%3 years · per year$10,000 became $13,725 · $16,736+18.7%

+4.6%5 years · per year$10,000 became $12,532 · $16,325+10.3%

0.50%Expense ratio$50 · $38 a year on $10k · lower is better0.38%

8.07%Trailing 12-mo yield$807 · $304 a year on $10k3.04%

−5.3%Worst dropSmaller is better−7.7%

6.7%VolatilityLower is calmer11.2%

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

3–5CDL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EVRG1.7%

not top 5DUK1.7%

not top 5ED1.7%

not top 5LNT1.6%

1.6%NWEnot top 5

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

ALTY vs CDL Returns, Every Period

5Y

Global XALTY

+4.6%

5 years, per year

CDLVictoryShares

+10.3%

5 years, per year

ALTYCDLFaded: behind in that period

0–4CDL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs CDL

YTD

Global XALTY

+4.5%

CDLVictoryShares

+21.8%

+4.5%Year to date+21.8%

−5.3%Worst drop · 1Y−7.7%

6.7%Volatility · 1Y11.2%

8.1%Yield3.0%

$45.0MAssets$415M

3–1ALTY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

8.07%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.07%$807

CDL3.04%$304

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, ALTY

ALTY$807 − $50 = $757

CDL$304 − $38 = $266

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CDL, ALTY, IWF

Today

2.2%most shared, CDL and IWF

CDLALTYIWF

CDL—2.1%2.2%

ALTY2.1%—0.0%

IWF2.2%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.8%CDL, at 11.2% volatility

ALTYWorst drop−5.3%6.7% vol

CDLWorst drop−7.7%11.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDL

+4.5%Year to date+21.8%

8.1%Yield3.0%

+5.7%Past year+23.8%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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CDL, ALTY and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three