CDL vs ALTY

ACDL

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,454

Lowest cost0.04%VIG · $4 on $10k

Most income8.06%ALTY · $806 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$16,775 · $13,732+11.2%

+10.5%5 years · per year$16,450 · $12,527+4.6%

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

3.04%12-mo yield$304 · $806 on $10k8.06%

−7.7%Worst dropSmaller wins−5.3%

11.2%VolatilityLower wins6.7%

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 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	+1.7%	+21.7%	+25.0%	+18.8%	+10.5%	−7.7%	$409M
4	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.06%	+1.4%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	+1.7%	+21.7%	+25.0%	+18.8%	+10.5%	−7.7%	$409M
4	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.06%	+1.4%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 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

$16,450

ALTY

Global X Alternative Income

$12,527

MeasureCDLALTY

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield3.04%8.06%

5 years, per year+10.5%+4.6%

3 years, per year+18.8%+11.2%

Worst drop · 1Y−7.7%−5.3%

Volatility · 1Y11.2%6.7%

3–3measures won
level

2.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CDL, ALTY, SCHD, VIG

Today

22.0%most shared, CDL and SCHD

CDLALTYSCHDVIG

CDL—2.1%22.0%11.5%

ALTY2.1%—0.0%0.0%

SCHD22.0%0.0%—14.5%

VIG11.5%0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$756most kept, ALTY

ALTY$806 − $50 = $756

SCHD$296 − $6 = $290

CDL$304 − $38 = $266

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee