ALTY vs VYM

AALTY

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common0.5%ALTY and VYM

ALTY

VYM

Global X Alternative Income ETF · $46MVanguard High Dividend Yield ETF · $78.9B

+11.6%3 years · per year$13,892 · $17,107+19.6%

+4.4%5 years · per year$12,411 · $16,941+11.1%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

8.17%12-mo yield$817 · $231 on $10k2.31%

−5.3%Worst dropSmaller wins−6.7%

6.5%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALTY · VYM

1.5%D0.2%

1.4%FE0.1%

1.4%EIX0.1%

1.2%AM0.0%

Held in common0.5%

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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 VYM

ALTY

Global X Alternative Income

$12,411

VYM

Vanguard High Dividend Yield

$16,941

MeasureALTYVYM

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield8.17%2.31%

5 years, per year+4.4%+11.1%

3 years, per year+11.6%+19.6%

Worst drop · 1Y−5.3%−6.7%

Volatility · 1Y6.5%10.6%

3–3measures won
level

0.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ALTY, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

ALTYVYMSCHD

ALTY—0.5%0.0%

VYM0.5%—21.9%

SCHD0.0%21.9%—

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

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

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