IVV vs ALTY

AIVV

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · ALTY $12,411

Lowest cost0.03%IVV · $3 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common0.2%IVV and ALTY

IVV

ALTY

iShares Core S&P 500 ETF · $853BGlobal X Alternative Income ETF · $45M

+21.8%3 years · per year$18,084 · $13,892+11.6%

+11.4%5 years · per year$17,177 · $12,411+4.4%

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.14%12-mo yield$114 · $817 on $10k8.17%

−8.9%Worst dropSmaller wins−5.3%

13.6%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ALTY

0.1%D1.5%

0.0%FE1.4%

0.0%EIX1.4%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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

IVV vs ALTY

IVV

iShares Core S&P 500

$17,177

ALTY

Global X Alternative Income

$12,411

MeasureIVVALTY

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.14%8.17%

5 years, per year+11.4%+4.4%

3 years, per year+21.8%+11.6%

Worst drop · 1Y−8.9%−5.3%

Volatility · 1Y13.6%6.5%

3–3measures won
level

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, ALTY

Today

0.2%most shared, IVV and ALTY

IVVALTY

IVV—0.2%

ALTY0.2%—

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

IVV$114 − $3 = $111

KeptFee

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