ALTY vs DGRO

AALTY

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · ALTY $12,532

Lowest cost0.08%DGRO · $8 on $10k

Most income8.64%ALTY · $864 on $10k

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

Held in common0.0%ALTY and DGRO

ALTY

DGRO

Global X Alternative Income ETF · $45MiShares Core Dividend Growth ETF · $46.1B

+12.9%3 years · per year$14,383 · $18,408+22.6%

+4.6%5 years · per year$12,532 · $17,573+11.9%

0.50%Expense ratio$50 · $8 on $10k · lower wins0.08%

8.64%12-mo yield$864 · $181 on $10k1.81%

−5.2%Worst dropSmaller wins−6.5%

6.0%VolatilityLower wins9.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · DGRO

1.5%NWE0.0%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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 DGRO

ALTY

Global X Alternative Income

$12,532

DGRO

iShares Core Dividend Growth

$17,573

MeasureALTYDGRO

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield8.64%1.81%

5 years, per year+4.6%+11.9%

3 years, per year+12.9%+22.6%

Worst drop · 1Y−5.2%−6.5%

Volatility · 1Y6.0%9.7%

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, DGRO

Today

0.0%most shared, ALTY and DGRO

ALTYDGRO

ALTY—0.0%

DGRO0.0%—

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

DGRO$181 − $8 = $173

KeptFee

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