Compare · 2 funds side by side · dividends reinvested

IVV and ALTY

IVViShares×ALTYGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and ALTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$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 6, 2026 · returns include dividends · since: IVV 2000 · ALTY 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

ALTY

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureALTY

+8.7%Year to dateJan 1 → Nov 6+3.1%

+9.8%1 yearTotal return+5.0%

+21.8%3 years · per year$10,000 became $18,084 · $13,892+11.6%

+11.4%5 years · per year$10,000 became $17,177 · $12,411+4.4%

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.14%Trailing 12-mo yield$114 · $817 a year on $10k8.17%

−8.9%Worst dropSmaller is better−5.3%

13.6%VolatilityLower is calmer6.5%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs ALTY: Top 5 Holdings

Today

IVV

27.8%in top 5

ALTY

in top 580.9%

IVVStockALTY

not top 5EMBD20.5%

not top 5SRET20.3%

not top 5PFFD19.5%

not top 5QYLD19.0%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5NWE1.5%

Held in common0.2%

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

IVV vs ALTY Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

ALTYGlobal X

+4.4%

5 years, per year

IVVALTYFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs ALTY

YTD

iSharesIVV

+8.7%

ALTYGlobal X

+3.1%

+8.7%Year to date+3.1%

−8.9%Worst drop · 1Y−5.3%

13.6%Volatility · 1Y6.5%

1.1%Yield8.2%

$853BAssets$44.6M

3–1ALTY wins

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

Cost, Income and Risk

Fees: IVV, ALTY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ALTY0.50%$50

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

Yields: IVV, ALTY

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, ALTY

Today

0.2%most shared, IVV and ALTY

IVVALTY

IVV—0.2%

ALTY0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

ALTYWorst drop−5.3%6.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYIVV

+3.1%Year to date+8.7%

8.2%Yield1.1%

+5.0%Past year+9.8%

0.50%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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