ALTY vs IJH

AALTY

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,620IJH · ALTY $12,532

Lowest cost0.05%IJH · $5 on $10k

Most income8.64%ALTY · $864 on $10k

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

Held in common0.5%ALTY and IJH

ALTY

IJH

Global X Alternative Income ETF · $45MiShares Core S&P Mid-Cap ETF · $125B

+12.9%3 years · per year$14,383 · $16,594+18.4%

+4.6%5 years · per year$12,532 · $14,620+7.9%

0.50%Expense ratio$50 · $5 on $10k · lower wins0.05%

8.64%12-mo yield$864 · $121 on $10k1.21%

−5.2%Worst dropSmaller wins−8.8%

6.0%VolatilityLower wins15.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · IJH

1.3%AM0.2%

1.2%POR0.2%

1.5%NWE0.1%

Held in common0.5%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
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 IJH

ALTY

Global X Alternative Income

$12,532

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureALTYIJH

Fee0.50%0.05%

Cost on $10k a year$50$5

Yield8.64%1.21%

5 years, per year+4.6%+7.9%

3 years, per year+12.9%+18.4%

Worst drop · 1Y−5.2%−8.8%

Volatility · 1Y6.0%15.0%

3–3measures won
level

0.5%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ALTY, IJH

Today

0.5%most shared, ALTY and IJH

ALTYIJH

ALTY—0.5%

IJH0.5%—

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

IJH$121 − $5 = $116

KeptFee

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