SPLV vs ALTY

ASPLV

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,460SPLV · ALTY $12,411

Lowest cost0.25%SPLV · $25 on $10k

Most income8.17%ALTY · $817 on $10k

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

Held in common2.2%SPLV and ALTY

SPLV

ALTY

Invesco S&P 500 Low Volatility ETF · $7.6BGlobal X Alternative Income ETF · $46M

+11.7%3 years · per year$13,941 · $13,892+11.6%

+6.1%5 years · per year$13,460 · $12,411+4.4%

0.25%Expense ratio$25 · $50 on $10k · lower wins0.50%

2.15%12-mo yield$215 · $817 on $10k8.17%

−9.2%Worst dropSmaller wins−5.3%

11.1%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPLV · ALTY

1.2%FE1.4%

1.0%D1.5%

Held in common2.2%

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	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.9%	+9.7%	+11.0%	+11.7%	+6.1%	−9.2%	$7.6B
2	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

Both

5Y2 funds

#			Trend
1	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.9%	+9.7%	+11.0%	+11.7%	+6.1%	−9.2%	$7.6B
2	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

SPLV vs ALTY

SPLV

Invesco S&P 500 Low Volatility

$13,460

ALTY

Global X Alternative Income

$12,411

MeasureSPLVALTY

Fee0.25%0.50%

Cost on $10k a year$25$50

Yield2.15%8.17%

5 years, per year+6.1%+4.4%

3 years, per year+11.7%+11.6%

Worst drop · 1Y−9.2%−5.3%

Volatility · 1Y11.1%6.5%

3–3measures won
level

2.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPLV, ALTY

Today

2.2%most shared, SPLV and ALTY

SPLVALTY

SPLV—2.2%

ALTY2.2%—

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

SPLV$215 − $25 = $190

KeptFee

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