ALTY vs SCHD

AALTY

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ALTY $12,532

Lowest cost0.06%SCHD · $6 on $10k

Most income7.96%ALTY · $796 on $10k

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

Held in common0.0%ALTY and SCHD

ALTY

SCHD

Global X Alternative Income ETF · $45MSchwab U.S. Dividend Equity ETF · $121B

+12.9%3 years · per year$14,383 · $17,908+21.4%

+4.6%5 years · per year$12,532 · $16,881+11.0%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

7.96%12-mo yield$796 · $291 on $10k2.91%

−5.2%Worst dropSmaller wins−6.9%

6.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · SCHD

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

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	7.96%	+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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	7.96%	+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 SCHD

ALTY

Global X Alternative Income

$12,532

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureALTYSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield7.96%2.91%

5 years, per year+4.6%+11.0%

3 years, per year+12.9%+21.4%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y6.0%11.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ALTY, SCHD

Today

0.0%most shared, ALTY and SCHD

ALTYSCHD

ALTY—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$746most kept, ALTY

ALTY$796 − $50 = $746

SCHD$291 − $6 = $285

KeptFee

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