ALTY vs IWF

AALTY

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income8.05%ALTY · $805 on $10k

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

Held in common0.0%ALTY and IWF

ALTY

IWF

Global X Alternative Income ETF · $45MiShares Russell 1000 Growth ETF · $115B

+11.2%3 years · per year$13,732 · $17,207+19.8%

+4.6%5 years · per year$12,527 · $15,892+9.7%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

8.05%12-mo yield$805 · $38 on $10k0.38%

−5.3%Worst dropSmaller wins−14.6%

6.7%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALTY · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALTY vs IWF

ALTY

Global X Alternative Income

$12,527

IWF

iShares Russell 1000 Growth

$15,892

MeasureALTYIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield8.05%0.38%

5 years, per year+4.6%+9.7%

3 years, per year+11.2%+19.8%

Worst drop · 1Y−5.3%−14.6%

Volatility · 1Y6.7%19.5%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ALTY, IWF, VTV

Today

11.8%most shared, IWF and VTV

ALTYIWFVTV

ALTY—0.0%0.4%

IWF0.0%—11.8%

VTV0.4%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

VTV$183 − $3 = $180

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee