Compare · 3 funds side by side · dividends reinvested

USOY, ALTY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

USOY, ALTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.05%+4.7%+6.7%+11.2%+4.6%−5.3%6.7%$45M2.0

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: USOY 2024 · ALTY 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ALTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

ALTYMeasureSCHD

+4.7%Year to dateJan 1 → Nov 9+33.2%

+6.7%1 yearTotal return+39.1%

+11.2%3 years · per year$10,000 became $13,732 · $17,123+19.6%

+4.6%5 years · per year$10,000 became $12,527 · $16,459+10.5%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

8.05%Trailing 12-mo yield$805 · $296 a year on $10k2.96%

−5.3%Worst dropSmaller is better−6.9%

6.7%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

ALTY vs SCHD: Top 5 Holdings

Today

ALTY

81.0%in top 5

SCHD

in top 521.4%

ALTYStockSCHD

20.5%EMBDnot top 5

20.1%SRETnot top 5

19.6%PFFDnot top 5

19.2%QYLDnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.5%NWEnot top 5

Held in common0.0%

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

ALTY vs SCHD Returns, Every Period

Global XALTY

+4.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

ALTYSCHDFaded: behind in that period

0–4SCHD wins

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

ALTY vs USOY

YTD

Global XALTY

+4.7%

USOYDefiance

+56.2%

+4.7%Year to date+56.2%

−5.3%Worst drop · 1Y−25.5%

6.7%Volatility · 1Y39.1%

8.1%Yield55.2%

$44.6MAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: USOY, ALTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ALTY0.50%$50

USOY1.12%$112

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

Yields: USOY, ALTY, SCHD

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

ALTY8.05%$805

SCHD2.96%$296

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

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

ALTY$805 − $50 = $755

SCHD$296 − $6 = $290

KeptFee

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

Overlap: USOY, ALTY, SCHD

Today

0.0%most shared, ALTY and SCHD

USOYALTYSCHD

USOY—[…][…]

ALTY[…]—0.0%

SCHD[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

ALTYWorst drop−5.3%6.7% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

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

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

55.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026