Compare · 3 funds side by side · dividends reinvested

CDL, ALTY and VUG

CDLVictoryShares×ALTYGlobal X×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeALTY · 8.11% · $811 a year on $10k

Story of the three · RiskSmallest drop

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%+21.5%+23.6%+18.4%+10.4%−7.7%11.2%$415M1.8

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.11%+3.9%+5.6%+10.7%+4.5%−5.3%6.7%$45M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: CDL 2015 · ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VictoryShares US Large Cap High Div Volatility Wtd ETF · $415M$16,369

CDL

ALTY

Global X Alternative Income ETF · $45M$12,454

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

CDL

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 5EMBD20.3%

not top 5SRET20.1%

not top 5QYLD19.6%

not top 5PFFD19.5%

1.7%WECnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: CDL, ALTY, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

ALTY

+21.5%Year to dateJan 1 → Nov 10+3.9%

+23.6%1 yearTotal return+5.6%

+18.4%3 years · per year$10,000 became $16,579 · $13,575+10.7%

+10.4%5 years · per year$10,000 became $16,369 · $12,454+4.5%

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

3.04%Trailing 12-mo yield$304 · $811 a year on $10k8.11%

−7.7%Worst dropSmaller is better−5.3%

11.2%VolatilityLower is calmer6.7%

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

5–3CDL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%EVRGnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%LNTnot top 5

not top 5NWE1.5%

Held in common2.1%

End-of-day Nov 10, 2026 · share of each fund

CDL vs ALTY Returns, Every Period

5Y

VictorySharesCDL

+10.4%

5 years, per year

ALTYGlobal X

+4.5%

5 years, per year

CDLALTYFaded: behind in that period

4–0CDL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CDL vs ALTY

YTD

VictorySharesCDL

+21.5%

ALTYGlobal X

+3.9%

+21.5%Year to date+3.9%

−7.7%Worst drop · 1Y−5.3%

11.2%Volatility · 1Y6.7%

3.0%Yield8.1%

$415MAssets$45.3M

3–1ALTY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

8.11%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.11%$811

CDL3.04%$304

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$761most kept, ALTY

ALTY$811 − $50 = $761

CDL$304 − $38 = $266

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%CDL, at 11.2% volatility

ALTYWorst drop−5.3%6.7% vol

CDLWorst drop−7.7%11.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDL

+3.9%Year to date+21.5%

8.1%Yield3.0%

+5.6%Past year+23.6%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CDL, ALTY and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three