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%3.04%+20.4%+23.9%+19.5%+10.3%−7.9%11.1%$408M1.6

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−5.3%6.5%$45M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 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

+20.4%Year to dateJan 1 → Nov 5+3.0%

+23.9%1 yearTotal return+5.3%

+19.5%3 years · per year$10,000 became $17,046 · $14,002+11.9%

+10.3%5 years · per year$10,000 became $16,332 · $12,323+4.3%

0.38%Expense ratio$38 · $50 a year on $10k · lower is better0.50%

3.04%Trailing 12-mo yield$304 · $819 a year on $10k8.19%

−7.9%Worst dropSmaller is better−5.3%

11.1%VolatilityLower is calmer6.5%

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

+10.3%

5 years, per year

ALTYGlobal X

+4.3%

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

+20.4%

ALTYGlobal X

+3.0%

+20.4%Year to date+3.0%

−7.9%Worst drop · 1Y−5.3%

11.1%Volatility · 1Y6.5%

3.0%Yield8.2%

$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

8.19%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.19%$819

CDL3.04%$304

VUG0.43%$43

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

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

CDL$304 − $38 = $266

VUG$43 − $3 = $40

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

+23.9%CDL, at 11.1% volatility

ALTYWorst drop−5.3%6.5% vol

CDLWorst drop−7.9%11.1% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ALTYCDL

+3.0%Year to date+20.4%

8.2%Yield3.0%

+5.3%Past year+23.9%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026