CDL vs ALTY

ACDL

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · CDL $16,692

Lowest cost0.03%VUG · $3 on $10k

Most income8.64%ALTY · $864 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 · $408MGlobal X Alternative Income ETF · $45M

+20.3%3 years · per year$17,409 · $14,383+12.9%

+10.8%5 years · per year$16,692 · $12,532+4.6%

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

3.00%12-mo yield$300 · $864 on $10k8.64%

−7.9%Worst dropSmaller wins−5.2%

11.0%VolatilityLower wins6.0%

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 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.64%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M
3	BALTY	Global X Alternative Income ETFRead Desk	0.50%	8.64%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

End-of-day Nov 4, 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

$16,692

ALTY

Global X Alternative Income

$12,532

MeasureCDLALTY

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield3.00%8.64%

5 years, per year+10.8%+4.6%

3 years, per year+20.3%+12.9%

Worst drop · 1Y−7.9%−5.2%

Volatility · 1Y11.0%6.0%

3–3measures won
level

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CDL, ALTY, VUG

Today

2.1%most shared, CDL and ALTY

CDLALTYVUG

CDL—2.1%0.5%

ALTY2.1%—0.0%

VUG0.5%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$814most kept, ALTY

ALTY$864 − $50 = $814

CDL$300 − $38 = $262

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee