Compare · 3 funds side by side · dividends reinvested

SPLV, CDC and ALTY

SPLVInvesco×CDCVictoryShares×ALTYGlobal X×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118CDC · best of the three

02 / 04

SPLV, CDC and ALTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.00%+22.4%+25.7%+16.5%+7.1%−7.9%11.0%$744M1.5

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.11%+12.0%+14.2%+13.0%+6.7%−9.2%11.0%$7.5B2.3

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.64%+4.6%+6.7%+12.9%+4.6%−5.2%6.0%$45M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPLV 2011 · CDC 2014 · ALTY 2015

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Low Volatility ETF · $7.5B$13,812

SPLV

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$14,118

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

SPLVMeasureCDC

+12.0%Year to dateJan 1 → Nov 4+22.4%

+14.2%1 yearTotal return+25.7%

+13.0%3 years · per year$10,000 became $14,427 · $15,832+16.5%

+6.7%5 years · per year$10,000 became $13,812 · $14,118+7.1%

0.25%Expense ratio$25 · $37 a year on $10k · lower is better0.37%

2.11%Trailing 12-mo yield$211 · $300 a year on $10k3.00%

−9.2%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer11.0%

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

1–6CDC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPLV vs CDC: Top 5 Holdings

Today

SPLV

6.6%in top 5

CDC

in top 58.2%

SPLVStockCDC

1.3%WEC1.7%

1.3%DUK1.6%

not top 5ED1.6%

1.3%EVRG1.6%

not top 5LNT1.6%

1.5%BRK-Bnot top 5

1.3%PNWnot top 5

Held in common32.5%

End-of-day Nov 4, 2026 · share of each fund

SPLV vs CDC Returns, Every Period

InvescoSPLV

+6.7%

5 years, per year

CDCVictoryShares

+7.1%

5 years, per year

SPLVCDCFaded: behind in that period

0–4CDC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPLV vs ALTY

YTD

InvescoSPLV

+12.0%

ALTYGlobal X

+4.6%

+12.0%Year to date+4.6%

−9.2%Worst drop · 1Y−5.2%

11.0%Volatility · 1Y6.0%

2.1%Yield8.6%

$7.5BAssets$45.3M

3–1ALTY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPLV, CDC, ALTY

Today

0.25%lowest, SPLV

FundExpense ratioFee$10k

SPLV0.25%$25

CDC0.37%$37

ALTY0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPLV, CDC, ALTY

8.64%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.64%$864

CDC3.00%$300

SPLV2.11%$211

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

CDC$300 − $37 = $263

SPLV$211 − $25 = $186

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPLV, CDC, ALTY

Today

32.5%most shared, SPLV and CDC

SPLVCDCALTY

SPLV—32.5%2.2%

CDC32.5%—2.1%

ALTY2.2%2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.7%CDC, at 11.0% volatility

ALTYWorst drop−5.2%6.0% vol

CDCWorst drop−7.9%11.0% vol

SPLVWorst drop−9.2%11.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYCDC

+4.6%Year to date+22.4%

8.6%Yield3.0%

+6.7%Past year+25.7%

0.50%Fee0.37%

3–1CDC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026