ALTY vs CDL

AALTY

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · CDL $16,213

Lowest cost0.03%VUG · $3 on $10k

Most income8.17%ALTY · $817 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

+11.6%3 years · per year$13,892 · $16,786+18.8%

+4.4%5 years · per year$12,411 · $16,213+10.1%

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

8.17%12-mo yield$817 · $323 on $10k3.23%

−5.3%Worst dropSmaller wins−7.9%

6.5%VolatilityLower wins11.1%

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 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$45M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$45M

End-of-day Nov 6, 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

$12,411

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

MeasureALTYCDL

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield8.17%3.23%

5 years, per year+4.4%+10.1%

3 years, per year+11.6%+18.8%

Worst drop · 1Y−5.3%−7.9%

Volatility · 1Y6.5%11.1%

3–3measures won
level

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ALTY, CDL, SCHD, VUG

Today

22.0%most shared, CDL and SCHD

ALTYCDLSCHDVUG

ALTY—2.1%0.0%0.0%

CDL2.1%—22.0%0.5%

SCHD0.0%22.0%—0.8%

VUG0.0%0.5%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$767most kept, ALTY

ALTY$817 − $50 = $767

SCHD$300 − $6 = $294

CDL$323 − $38 = $285

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee