ALTY vs IVV

AALTY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · ALTY $12,411

Lowest cost0.03%IVV · $3 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common0.2%ALTY and IVV

ALTY

IVV

Global X Alternative Income ETF · $45MiShares Core S&P 500 ETF · $853B

+11.6%3 years · per year$13,892 · $18,084+21.8%

+4.4%5 years · per year$12,411 · $17,177+11.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

8.17%12-mo yield$817 · $114 on $10k1.14%

−5.3%Worst dropSmaller wins−8.9%

6.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · IVV

1.5%D0.1%

1.4%FE0.0%

1.4%EIX0.0%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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 IVV

ALTY

Global X Alternative Income

$12,411

IVV

iShares Core S&P 500

$17,177

MeasureALTYIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield8.17%1.14%

5 years, per year+4.4%+11.4%

3 years, per year+11.6%+21.8%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y6.5%13.6%

3–3measures won
level

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: ALTY, IVV

Today

0.2%most shared, ALTY and IVV

ALTYIVV

ALTY—0.2%

IVV0.2%—

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

IVV$114 − $3 = $111

KeptFee

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