Compare · 4 funds side by side · dividends reinvested

CDL, ALTY, VUG and SCHD

CDLVictoryShares×ALTYGlobal X×VUGVanguard×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

CDL, ALTY, VUG 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 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%$409M2.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$45M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

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: CDL 2015 · ALTY 2015 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,213

CDL

ALTY

Global X Alternative Income ETF · $45M$12,411

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

CDLMeasureALTY

+19.1%Year to dateJan 1 → Nov 6+3.1%

+22.2%1 yearTotal return+5.0%

+18.8%3 years · per year$10,000 became $16,786 · $13,892+11.6%

+10.1%5 years · per year$10,000 became $16,213 · $12,411+4.4%

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

3.23%Trailing 12-mo yield$323 · $817 a year on $10k8.17%

−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 6, 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

8.4%in top 5

ALTY

in top 580.9%

CDLStockALTY

not top 5EMBD20.5%

not top 5SRET20.3%

not top 5PFFD19.5%

not top 5QYLD19.0%

1.8%WECnot top 5

1.7%EDnot top 5

1.7%DUKnot top 5

1.7%EVRGnot top 5

1.6%LNTnot top 5

not top 5NWE1.5%

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

CDL vs ALTY Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

ALTYGlobal X

+4.4%

5 years, per year

CDLALTYFaded: behind in that period

4–0CDL wins

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

Stocks vs Income: CDL vs ALTY

YTD

VictorySharesCDL

+19.1%

ALTYGlobal X

+3.1%

+19.1%Year to date+3.1%

−7.9%Worst drop · 1Y−5.3%

11.1%Volatility · 1Y6.5%

3.2%Yield8.2%

$409MAssets$44.6M

3–1ALTY wins

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

Cost, Income and Risk

Fees: CDL, ALTY, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

CDL0.38%$38

ALTY0.50%$50

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

Yields: CDL, ALTY, VUG, SCHD

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

CDL3.23%$323

SCHD3.00%$300

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

SCHD$300 − $6 = $294

CDL$323 − $38 = $285

VUG$42 − $3 = $39

KeptFee

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

Overlap: CDL, ALTY, VUG, SCHD

Today

22.0%most shared, CDL and SCHD

CDLALTYVUGSCHD

CDL—2.1%0.5%22.0%

ALTY2.1%—0.0%0.0%

VUG0.5%0.0%—0.8%

SCHD22.0%0.0%0.8%—

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

SCHDWorst drop−6.9%11.7% 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

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

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026