ALTY vs VTV

AALTY

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ALTY $12,411

Lowest cost0.03%VTV · $3 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common0.4%ALTY and VTV

ALTY

VTV

Global X Alternative Income ETF · $46MVanguard Morningstar Value ETF · $184B

+11.6%3 years · per year$13,892 · $17,687+20.9%

+4.4%5 years · per year$12,411 · $17,585+12.0%

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

8.17%12-mo yield$817 · $187 on $10k1.87%

−5.3%Worst dropSmaller wins−6.4%

6.5%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · VTV

1.5%D0.2%

1.4%FE0.1%

1.4%EIX0.1%

Held in common0.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

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 VTV

ALTY

Global X Alternative Income

$12,411

VTV

Vanguard Morningstar Value

$17,585

MeasureALTYVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield8.17%1.87%

5 years, per year+4.4%+12.0%

3 years, per year+11.6%+20.9%

Worst drop · 1Y−5.3%−6.4%

Volatility · 1Y6.5%10.7%

3–3measures won
level

0.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ALTY, VTV

Today

0.4%most shared, ALTY and VTV

ALTYVTV

ALTY—0.4%

VTV0.4%—

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

VTV$187 − $3 = $184

KeptFee

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