Compare · 3 funds side by side · dividends reinvested

CDL, ALTY and VUG

CDLVictoryShares×ALTYGlobal X×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,332CDL · best of the three

02 / 04

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%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$408M1.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.64%+4.6%+6.7%+12.9%+4.6%−5.2%6.0%$45M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

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: CDL 2015 · ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,332

CDL

ALTY

Global X Alternative Income ETF · $45M$12,323

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

CDLMeasureALTY

+22.2%Year to dateJan 1 → Nov 5+4.6%

+25.6%1 yearTotal return+6.7%

+20.3%3 years · per year$10,000 became $17,409 · $14,383+12.9%

+10.8%5 years · per year$10,000 became $16,692 · $12,532+4.6%

0.38%Expense ratio$38 · $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%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs ALTY: Top 5 Holdings

Today

CDL

8.3%in top 5

ALTY

in top 581.1%

CDLStockALTY

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

CDL vs ALTY Returns, Every Period

VictorySharesCDL

+10.8%

5 years, per year

ALTYGlobal X

+4.6%

5 years, per year

CDLALTYFaded: behind in that period

4–0CDL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CDL vs ALTY

YTD

VictorySharesCDL

+22.2%

ALTYGlobal X

+4.6%

+22.2%Year to date+4.6%

−7.9%Worst drop · 1Y−5.2%

11.0%Volatility · 1Y6.0%

3.0%Yield8.6%

$408MAssets$45.3M

3–1ALTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, ALTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CDL0.38%$38

ALTY0.50%$50

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

Yields: CDL, ALTY, VUG

8.64%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.64%$864

CDL3.00%$300

VUG0.40%$40

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

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

CDL$300 − $38 = $262

VUG$40 − $3 = $37

KeptFee

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

Overlap: CDL, ALTY, VUG

Today

2.1%most shared, CDL and ALTY

CDLALTYVUG

CDL—2.1%0.5%

ALTY2.1%—0.0%

VUG0.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+25.6%CDL, at 11.0% volatility

ALTYWorst drop−5.2%6.0% vol

CDLWorst drop−7.9%11.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

ALTYCDL

+4.6%Year to date+22.2%

8.6%Yield3.0%

+6.7%Past year+25.6%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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