SCHD vs ALTY

ASCHD

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · ALTY $12,323

Lowest cost0.06%SCHD · $6 on $10k

Most income8.19%ALTY · $819 on $10k

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

Held in common0.0%SCHD and ALTY

SCHD

ALTY

Schwab U.S. Dividend Equity ETF · $123BGlobal X Alternative Income ETF · $45M

+20.3%3 years · per year$17,414 · $14,002+11.9%

+10.4%5 years · per year$16,375 · $12,323+4.3%

0.06%Expense ratio$6 · $50 on $10k · lower wins0.50%

2.98%12-mo yield$298 · $819 on $10k8.19%

−6.9%Worst dropSmaller wins−5.3%

11.7%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · ALTY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.19%	−2.3%	+3.0%	+5.3%	+11.9%	+4.3%	−5.3%	$45M

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

Cards for this view

SCHD vs ALTY

SCHD

Schwab U.S. Dividend Equity

$16,375

ALTY

Global X Alternative Income

$12,323

MeasureSCHDALTY

Fee0.06%0.50%

Cost on $10k a year$6$50

Yield2.98%8.19%

5 years, per year+10.4%+4.3%

3 years, per year+20.3%+11.9%

Worst drop · 1Y−6.9%−5.3%

Volatility · 1Y11.7%6.5%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, ALTY

Today

0.0%most shared, SCHD and ALTY

SCHDALTY

SCHD—0.0%

ALTY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$769most kept, ALTY

ALTY$819 − $50 = $769

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee