ALTY vs CDL

AALTY

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income8.05%ALTY · $805 on $10k

Smallest drop−5.3%ALTY · worst fall in 1Y

Held in common2.1%ALTY and CDL

ALTY

CDL

Global X Alternative Income ETF · $45MVictoryShares US Large Cap High Div Volatility Wtd ETF · $409M

+11.2%3 years · per year$13,732 · $16,724+18.7%

+4.6%5 years · per year$12,527 · $16,400+10.4%

0.50%Expense ratio$50 · $38 on $10k · lower wins0.38%

8.05%12-mo yield$805 · $305 on $10k3.05%

−5.3%Worst dropSmaller wins−7.7%

6.7%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALTY · CDL

1.4%FE1.6%

1.4%EIX0.8%

Held in common2.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	+1.4%	+21.3%	+24.6%	+18.7%	+10.4%	−7.7%	$409M
4	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	+1.4%	+21.3%	+24.6%	+18.7%	+10.4%	−7.7%	$409M
4	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALTY vs CDL

ALTY

Global X Alternative Income

$12,527

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,400

MeasureALTYCDL

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield8.05%3.05%

5 years, per year+4.6%+10.4%

3 years, per year+11.2%+18.7%

Worst drop · 1Y−5.3%−7.7%

Volatility · 1Y6.7%11.2%

3–3measures won
level

2.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: ALTY, CDL, SCHD, VIG

Today

22.0%most shared, CDL and SCHD

ALTYCDLSCHDVIG

ALTY—2.1%0.0%0.0%

CDL2.1%—22.0%11.6%

SCHD0.0%22.0%—14.5%

VIG0.0%11.6%14.5%—

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

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

SCHD$296 − $6 = $290

CDL$305 − $38 = $267

VIG$146 − $4 = $142

KeptFee

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