CDL vs ALTY

ACDL

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · CDL $16,213

Lowest cost0.03%VTV · $3 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 · $413MGlobal X Alternative Income ETF · $46M

+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 three, 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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$413M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$413M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CDL, ALTY, VTV

Today

21.8%most shared, CDL and VTV

CDLALTYVTV

CDL—2.1%21.8%

ALTY2.1%—0.4%

VTV21.8%0.4%—

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

CDL$323 − $38 = $285

VTV$187 − $3 = $184

KeptFee

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