ALTY vs CDL

AALTY

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,332CDL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income8.19%ALTY · $819 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 · $408M

+11.9%3 years · per year$14,002 · $17,046+19.5%

+4.3%5 years · per year$12,323 · $16,332+10.3%

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

8.19%12-mo yield$819 · $304 on $10k3.04%

−5.3%Worst dropSmaller wins−7.9%

6.5%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALTY · CDL

1.3%FE1.6%

1.4%EIX0.8%

Held in common2.1%

End-of-day Nov 5, 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	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

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

All Three

5Y3 funds

#
1	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

End-of-day Nov 5, 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

$12,323

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

MeasureALTYCDL

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield8.19%3.04%

5 years, per year+4.3%+10.3%

3 years, per year+11.9%+19.5%

Worst drop · 1Y−5.3%−7.9%

Volatility · 1Y6.5%11.1%

3–3measures won
level

2.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ALTY, CDL, VUG

Today

2.1%most shared, ALTY and CDL

ALTYCDLVUG

ALTY—2.1%0.0%

CDL2.1%—0.5%

VUG0.0%0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

CDL$304 − $38 = $266

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee