ALTY vs SPYM

AALTY

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income8.19%ALTY · $819 on $10k

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

Held in common0.2%ALTY and SPYM

ALTY

SPYM

Global X Alternative Income ETF · $46MState Street SPDR Portfolio S&P 500 ETF · $182B

+11.9%3 years · per year$14,002 · $18,222+22.1%

+4.3%5 years · per year$12,323 · $17,164+11.4%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

8.19%12-mo yield$819 · $106 on $10k1.06%

−5.3%Worst dropSmaller wins−8.9%

6.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALTY · SPYM

1.4%D0.1%

1.3%FE0.0%

1.4%EIX0.0%

Held in common0.2%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$46M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$46M

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

Cards for this view

ALTY vs SPYM

ALTY

Global X Alternative Income

$12,323

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureALTYSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield8.19%1.06%

5 years, per year+4.3%+11.4%

3 years, per year+11.9%+22.1%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y6.5%13.6%

3–3measures won
level

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ALTY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ALTYSPYMIVV

ALTY—0.2%0.2%

SPYM0.2%—99.9%

IVV0.2%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee