CDL vs ALTY

ACDL

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · CDL $16,213

Lowest cost0.06%SCHD · $6 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common2.1%CDL and ALTY

CDL

ALTY

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409MGlobal X Alternative Income ETF · $45M

+18.8%3 years · per year$16,786 · $13,892+11.6%

+10.1%5 years · per year$16,213 · $12,411+4.4%

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

3.23%12-mo yield$323 · $817 on $10k8.17%

−7.9%Worst dropSmaller wins−5.3%

11.1%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCDL · 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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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

CDL vs ALTY

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

ALTY

Global X Alternative Income

$12,411

MeasureCDLALTY

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield3.23%8.17%

5 years, per year+10.1%+4.4%

3 years, per year+18.8%+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

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CDL, ALTY, IWF, SCHD

Today

22.0%most shared, CDL and SCHD

CDLALTYIWFSCHD

CDL—2.1%2.2%22.0%

ALTY2.1%—0.0%0.0%

IWF2.2%0.0%—3.7%

SCHD22.0%0.0%3.7%—

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

CDL$323 − $38 = $285

IWF$39 − $18 = $21

KeptFee

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