ALTY vs CDC · Compare Desk

AALTY

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ALTY $12,532

Lowest cost0.04%VIG · $4 on $10k

Most income8.64%ALTY · $864 on $10k

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

Held in common0.0%ALTY and VIG

ALTY vs VIG

ALTY

VIG

Global X Alternative Income ETF · $45MVanguard Dividend Appreciation ETF · $109B

+12.9%3 years · per year$14,383 · $17,533+20.6%

+4.6%5 years · per year$12,532 · $17,005+11.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

8.64%12-mo yield$864 · $144 on $10k1.44%

−5.2%Worst dropSmaller wins−7.9%

6.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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 VIG

ALTY

Global X Alternative Income

$12,532

VIG

Vanguard Dividend Appreciation

$17,005

MeasureALTYVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield8.64%1.44%

5 years, per year+4.6%+11.2%

3 years, per year+12.9%+20.6%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y6.0%10.2%

3–3measures won
level

0.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: ALTY, VIG

Today

0.0%most shared, ALTY and VIG

ALTYVIG

ALTY—0.0%

VIG0.0%—

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

VIG$144 − $4 = $140

KeptFee

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