Compare · 3 funds side by side · dividends reinvested

IWF, ALTY and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

IWF, ALTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−5.3%6.7%$45M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWF 2000 · ALTY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

ALTY

Global X Alternative Income ETF · $45M$12,527

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureALTY

−2.5%Year to dateJan 1 → Nov 9+4.7%

−2.2%1 yearTotal return+6.7%

+19.8%3 years · per year$10,000 became $17,207 · $13,732+11.2%

+9.7%5 years · per year$10,000 became $15,892 · $12,527+4.6%

0.18%Expense ratio$18 · $50 a year on $10k · lower is better0.50%

0.38%Trailing 12-mo yield$38 · $805 a year on $10k8.05%

−14.6%Worst dropSmaller is better−5.3%

19.5%VolatilityLower is calmer6.7%

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

3–5ALTY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs ALTY: Top 5 Holdings

Today

IWF

39.7%in top 5

ALTY

in top 581.0%

IWFStockALTY

not top 5EMBD20.5%

not top 5SRET20.1%

not top 5PFFD19.6%

not top 5QYLD19.2%

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5NWE1.5%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs ALTY Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

ALTYGlobal X

+4.6%

5 years, per year

IWFALTYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs ALTY

YTD

iSharesIWF

−2.5%

ALTYGlobal X

+4.7%

−2.5%Year to date+4.7%

−14.6%Worst drop · 1Y−5.3%

19.5%Volatility · 1Y6.7%

0.4%Yield8.1%

$118BAssets$44.6M

4–0ALTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, ALTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ALTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWF, ALTY, VUG

8.05%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.05%$805

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWF, ALTY, VUG

Today

78.1%most shared, IWF and VUG

IWFALTYVUG

IWF—0.0%78.1%

ALTY0.0%—0.0%

VUG78.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+6.7%ALTY, at 6.7% volatility

ALTYWorst drop−5.3%6.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYVUG

+4.7%Year to date+4.2%

8.1%Yield0.4%

+6.7%Past year+4.7%

0.50%Fee0.03%

3–1ALTY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026