CDL vs ALTY

ACDL

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,142CDL · ALTY $12,455

Lowest cost0.38%CDL · $38 on $10k

Most income8.00%ALTY · $800 on $10k

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

Held in common2.1%CDL and ALTY

CDL

ALTY

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413MGlobal X Alternative Income ETF · $45M

+19.9%3 years · per year$17,255 · $14,345+12.8%

+10.1%5 years · per year$16,142 · $12,455+4.5%

0.38%Expense ratio$38 · $50 on $10k · lower wins0.50%

3.05%12-mo yield$305 · $800 on $10k8.00%

−7.9%Worst dropSmaller wins−5.2%

10.9%VolatilityLower wins6.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · ALTY

1.6%FE1.3%

0.7%EIX1.4%

Held in common2.1%

End-of-day Nov 3, 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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.00%	−0.2%	+4.1%	+6.2%	+12.8%	+4.5%	−5.2%	$45M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.00%	−0.2%	+4.1%	+6.2%	+12.8%	+4.5%	−5.2%	$45M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CDL vs ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,142

ALTY

Global X Alternative Income

$12,455

MeasureCDLALTY

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield3.05%8.00%

5 years, per year+10.1%+4.5%

3 years, per year+19.9%+12.8%

Worst drop · 1Y−7.9%−5.2%

Volatility · 1Y10.9%6.0%

3–3measures won
level

2.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CDL, ALTY

Today

2.1%most shared, CDL and ALTY

CDLALTY

CDL—2.1%

ALTY2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$750most kept, ALTY

ALTY$800 − $50 = $750

CDL$305 − $38 = $267

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee