CDC vs ALTY

ACDC

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · CDC $13,797

Lowest cost0.04%VIG · $4 on $10k

Most income8.19%ALTY · $819 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 · $744MGlobal X Alternative Income ETF · $45M

+15.9%3 years · per year$15,563 · $14,002+11.9%

+6.6%5 years · per year$13,797 · $12,323+4.3%

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

3.05%12-mo yield$305 · $819 on $10k8.19%

−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%FE1.3%

0.8%EIX1.4%

Held in common2.1%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$744M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$744M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

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

CDC vs ALTY

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,797

ALTY

Global X Alternative Income

$12,323

MeasureCDCALTY

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield3.05%8.19%

5 years, per year+6.6%+4.3%

3 years, per year+15.9%+11.9%

Worst drop · 1Y−7.9%−5.3%

Volatility · 1Y11.1%6.5%

3–3measures won
level

2.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CDC, ALTY, VIG

Today

11.5%most shared, CDC and VIG

CDCALTYVIG

CDC—2.1%11.5%

ALTY2.1%—0.0%

VIG11.5%0.0%—

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

CDC$305 − $37 = $268

VIG$149 − $4 = $145

KeptFee

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