Compare · 2 funds side by side · dividends reinvested

CDL and ALTY

CDLVictoryShares×ALTYGlobal X×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,142CDL · best of the two

02 / 04

CDL and ALTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+20.0%+22.5%+19.9%+10.1%−7.9%10.9%$413M1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.00%+4.1%+6.2%+12.8%+4.5%−5.2%6.0%$45M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CDL 2015 · ALTY 2015

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $45M$12,455

ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,142

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

ALTYMeasureCDL

+4.1%Year to dateJan 1 → Nov 3+20.0%

+6.2%1 yearTotal return+22.5%

+12.8%3 years · per year$10,000 became $14,345 · $17,255+19.9%

+4.5%5 years · per year$10,000 became $12,455 · $16,142+10.1%

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

8.00%Trailing 12-mo yield$800 · $305 a year on $10k3.05%

−5.2%Worst dropSmaller is better−7.9%

6.0%VolatilityLower is calmer10.9%

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

3–5CDL wins

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

More Ways to See the Pairs

ALTY vs CDL: Top 5 Holdings

Today

ALTY

80.2%in top 5

CDL

in top 58.2%

ALTYStockCDL

20.1%EMBDnot top 5

19.8%QYLDnot top 5

19.6%SRETnot top 5

19.2%PFFDnot top 5

not top 5WEC1.7%

not top 5DUK1.6%

not top 5ED1.6%

not top 5EVRG1.6%

not top 5LNT1.6%

1.5%NWEnot top 5

Held in common2.1%

End-of-day Nov 3, 2026 · share of each fund

ALTY vs CDL Returns, Every Period

Global XALTY

+4.5%

5 years, per year

CDLVictoryShares

+10.1%

5 years, per year

ALTYCDLFaded: behind in that period

0–4CDL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: ALTY vs CDL

YTD

Global XALTY

+4.1%

CDLVictoryShares

+20.0%

+4.1%Year to date+20.0%

−5.2%Worst drop · 1Y−7.9%

6.0%Volatility · 1Y10.9%

8.0%Yield3.1%

$45.4MAssets$413M

3–1ALTY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, ALTY

Today

0.38%lowest, CDL

FundExpense ratioFee$10k

CDL0.38%$38

ALTY0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDL, ALTY

8.00%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.00%$800

CDL3.05%$305

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$750most kept, ALTY

ALTY$800 − $50 = $750

CDL$305 − $38 = $267

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDL, ALTY

Today

2.1%most shared, CDL and ALTY

CDLALTY

CDL—2.1%

ALTY2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%CDL, at 10.9% volatility

ALTYWorst drop−5.2%6.0% vol

CDLWorst drop−7.9%10.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDL

+4.1%Year to date+20.0%

8.0%Yield3.1%

+6.2%Past year+22.5%

0.50%Fee0.38%

3–1CDL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026