ALTY vs CDC

AALTY

BCDC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · CDC $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income8.64%ALTY · $864 on $10k

Smallest drop−5.2%ALTY · worst fall in 1Y

Held in common2.1%ALTY and CDC

ALTY

CDC

Global X Alternative Income ETF · $45MVictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M

+12.9%3 years · per year$14,383 · $15,832+16.5%

+4.6%5 years · per year$12,532 · $14,118+7.1%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

8.64%12-mo yield$864 · $300 on $10k3.00%

−5.2%Worst dropSmaller wins−7.9%

6.0%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALTY · CDC

1.4%FE1.6%

1.4%EIX0.8%

Held in common2.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$744M
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.64%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$744M
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.64%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALTY vs CDC

ALTY

Global X Alternative Income

$12,532

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$14,118

MeasureALTYCDC

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield8.64%3.00%

5 years, per year+4.6%+7.1%

3 years, per year+12.9%+16.5%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y6.0%11.0%

3–3measures won
level

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ALTY, CDC, SCHD

Today

21.9%most shared, CDC and SCHD

ALTYCDCSCHD

ALTY—2.1%0.0%

CDC2.1%—21.9%

SCHD0.0%21.9%—

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

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

SCHD$291 − $6 = $285

CDC$300 − $37 = $263

KeptFee

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