Compare · 2 funds side by side · dividends reinvested

SPLV and ALTY

SPLVInvesco×ALTYGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,586SPLV · best of the two

02 / 04

SPLV and ALTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.13%+10.7%+12.0%+12.3%+6.3%−9.2%11.0%$7.5B1.4

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−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 5, 2026 · returns include dividends · since: SPLV 2011 · ALTY 2015

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Low Volatility ETF · $7.5B$13,586

SPLV

ALTY

Global X Alternative Income ETF · $45M$12,323

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

SPLVMeasureALTY

+10.7%Year to dateJan 1 → Nov 5+3.0%

+12.0%1 yearTotal return+5.3%

+12.3%3 years · per year$10,000 became $14,154 · $14,002+11.9%

+6.3%5 years · per year$10,000 became $13,586 · $12,323+4.3%

0.25%Expense ratio$25 · $50 a year on $10k · lower is better0.50%

2.13%Trailing 12-mo yield$213 · $819 a year on $10k8.19%

−9.2%Worst dropSmaller is better−5.3%

11.0%VolatilityLower is calmer6.5%

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

5–3SPLV wins

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

More Ways to See the Pairs

SPLV vs ALTY: Top 5 Holdings

Today

SPLV

6.6%in top 5

ALTY

in top 581.1%

SPLVStockALTY

not top 5SRET20.2%

not top 5EMBD20.1%

not top 5QYLD19.8%

not top 5PFFD19.5%

not top 5NWE1.5%

1.5%BRK-Bnot top 5

1.3%WECnot top 5

1.3%DUKnot top 5

1.3%LNTnot top 5

1.3%EVRGnot top 5

Held in common2.2%

End-of-day Nov 5, 2026 · share of each fund

SPLV vs ALTY Returns, Every Period

InvescoSPLV

+6.3%

5 years, per year

ALTYGlobal X

+4.3%

5 years, per year

SPLVALTYFaded: behind in that period

4–0SPLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPLV vs ALTY

YTD

InvescoSPLV

+10.7%

ALTYGlobal X

+3.0%

+10.7%Year to date+3.0%

−9.2%Worst drop · 1Y−5.3%

11.0%Volatility · 1Y6.5%

2.1%Yield8.2%

$7.5BAssets$45.3M

3–1ALTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPLV, ALTY

Today

0.25%lowest, SPLV

FundExpense ratioFee$10k

SPLV0.25%$25

ALTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPLV, ALTY

8.19%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.19%$819

SPLV2.13%$213

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

SPLV$213 − $25 = $188

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPLV, ALTY

Today

2.2%most shared, SPLV and ALTY

SPLVALTY

SPLV—2.2%

ALTY2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%SPLV, at 11.0% volatility

ALTYWorst drop−5.3%6.5% vol

SPLVWorst drop−9.2%11.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYSPLV

+3.0%Year to date+10.7%

8.2%Yield2.1%

+5.3%Past year+12.0%

0.50%Fee0.25%

3–1SPLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026