CDC vs ALTY

ACDC

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118CDC · ALTY $12,532

Lowest cost0.37%CDC · $37 on $10k

Most income7.96%ALTY · $796 on $10k

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

Held in common2.1%CDC and ALTY

CDC

ALTY

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $749MGlobal X Alternative Income ETF · $45M

+16.5%3 years · per year$15,832 · $14,383+12.9%

+7.1%5 years · per year$14,118 · $12,532+4.6%

0.37%Expense ratio$37 · $50 on $10k · lower wins0.50%

3.00%12-mo yield$300 · $796 on $10k7.96%

−7.9%Worst dropSmaller wins−5.2%

11.0%VolatilityLower wins6.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCDC · ALTY

1.6%FE1.4%

0.8%EIX1.4%

Held in common2.1%

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	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$749M
2	BALTY	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	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.00%	+1.9%	+22.4%	+25.7%	+16.5%	+7.1%	−7.9%	$749M
2	BALTY	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

CDC vs ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$14,118

ALTY

Global X Alternative Income

$12,532

MeasureCDCALTY

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield3.00%7.96%

5 years, per year+7.1%+4.6%

3 years, per year+16.5%+12.9%

Worst drop · 1Y−7.9%−5.2%

Volatility · 1Y11.0%6.0%

3–3measures won
level

2.1%

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: CDC, ALTY

Today

2.1%most shared, CDC and ALTY

CDCALTY

CDC—2.1%

ALTY2.1%—

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

CDC$300 − $37 = $263

KeptFee

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