CDC vs ALTY

ACDC

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · CDC $13,709

Lowest cost0.35%JEPI · $35 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common2.1%CDC and ALTY

CDC

ALTY

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738MGlobal X Alternative Income ETF · $45M

+15.4%3 years · per year$15,370 · $13,892+11.6%

+6.5%5 years · per year$13,709 · $12,411+4.4%

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

3.24%12-mo yield$324 · $817 on $10k8.17%

−7.9%Worst dropSmaller wins−5.3%

11.1%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDC · ALTY

1.6%FE1.4%

0.8%EIX1.4%

Held in common2.1%

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.24%	−1.0%	+19.3%	+22.2%	+15.4%	+6.5%	−7.9%	$738M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$45M

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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.24%	−1.0%	+19.3%	+22.2%	+15.4%	+6.5%	−7.9%	$738M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$45M

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

CDC vs ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,709

ALTY

Global X Alternative Income

$12,411

MeasureCDCALTY

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield3.24%8.17%

5 years, per year+6.5%+4.4%

3 years, per year+15.4%+11.6%

Worst drop · 1Y−7.9%−5.3%

Volatility · 1Y11.1%6.5%

3–3measures won
level

2.1%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CDC, ALTY, JEPI

Today

13.3%most shared, CDC and JEPI

CDCALTYJEPI

CDC—2.1%13.3%

ALTY2.1%—0.0%

JEPI13.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ALTY$817 − $50 = $767

CDC$324 − $37 = $287

KeptFee

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