ALTY vs EQRR
Comparison between GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF) and PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF).
5-Year PerformanceEQRR has outperformed ALTY, delivering a return of +11.5% compared to +5.5%
ALTY vs EQRR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALTY
$45M
EQRR
$45M
Expense Ratio
ALTY
0.50%
Winner
EQRR
0.35%
Max Drawdown
ALTY
60.08%
Winner
EQRR
59.49%
Sharpe Ratio
ALTY
1.95
Winner
EQRR
2.12
5Y Beta
Winner
ALTY
0.41
EQRR
0.73
P/E Ratio
ALTY
N/A
EQRR
23.70
Forward P/E
ALTY
N/A
EQRR
15.76
PEG Ratio
ALTY
N/A
EQRR
0.85
5Y Dividends CAGR
ALTY
-1.10%
Winner
EQRR
7.00%
5Y EPS CAGR
ALTY
N/A
EQRR
15.77%
Debt to Equity
ALTY
N/A
EQRR
4.34%
P/S Ratio
ALTY
N/A
EQRR
2.10
P/B Ratio
ALTY
N/A
EQRR
3.08
ALTY vs EQRR - Holdings Comparison
ALTY and EQRR have 0 common holdings. Overlap is 0.00%
ALTY's top 25 holdings weight is 99.82%. EQRR's top 25 holdings weight is 67.03%.
| Rank | ALTY | EQRR |
|---|---|---|
| #1 | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% | MARVELL TECHNOLOGY INC (MRVL) - 4.12% |
| #2 | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.70% |
| #3 | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% | ALPHABET INC CLASS A (GOOGL) - 3.13% |
| #4 | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% | NVIDIA CORP (NVDA) - 2.92% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.72% | ZSCALER INC (ZS) - 2.92% |
| #6 | KINDER MORGAN INC CLASS P (KMI) - 1.63% | LAM RESEARCH CORP (LRCX) - 2.87% |
| #7 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% | SYNOPSYS INC (SNPS) - 2.87% |
| #8 | SPIRE INC (SR) - 1.51% | HALLIBURTON CO (HAL) - 2.83% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 1.49% | MARATHON PETROLEUM CORP (MPC) - 2.78% |
| #10 | SUNOCO LP (SUN) - 1.46% | VALERO ENERGY CORP (VLO) - 2.75% |
| #11 | OGE ENERGY CORP (OGE) - 1.46% | BAKER HUGHES CO CLASS A (BKR) - 2.75% |
| #12 | EVERGY INC (EVRG) - 1.45% | DIAMONDBACK ENERGY INC (FANG) - 2.74% |
| #13 | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% | KLA CORP (KLAC) - 2.68% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% | APPLIED MATERIALS INC (AMAT) - 2.67% |
| #15 | ENERGY TRANSFER LP (ET) - 1.37% | EOG RESOURCES INC (EOG) - 2.57% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% | DEVON ENERGY CORP (DVN) - 2.54% |
| #17 | ALLETE INC (ALE) - 1.33% | CONOCOPHILLIPS (COP) - 2.49% |
| #18 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% | CHEVRON CORP (CVX) - 2.48% |
| #19 | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.47% |
| #20 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% | HP INC (HPQ) - 2.39% |
| #21 | N/A | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.31% |
| #22 | N/A | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.15% |
| #23 | N/A | ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.02% |
| #24 | N/A | CITIGROUP INC (C) - 1.98% |
| #25 | N/A | RAYMOND JAMES FINANCIAL INC (RJF) - 1.90% |
| Total Holdings | 20 | 51 |
ALTY vs EQRR - Historical Returns
Returns include dividend reinvestment.
1M
ALTY
-0.06%
Winner
EQRR
+3.37%
3M
ALTY
+1.25%
Winner
EQRR
+15.67%
6M
ALTY
+6.28%
Winner
EQRR
+21.89%
1Y
ALTY
+15.61%
Winner
EQRR
+38.33%
5Y(CAGR)
ALTY
+5.53%
Winner
EQRR
+11.55%
10Y(CAGR)
ALTY
+6.21%
Winner
EQRR
+10.11%
Max(CAGR)
ALTY
+6.16%
Winner
EQRR
+10.11%
ALTY vs EQRR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ALTY | EQRR |
|---|---|---|
| 2026 | +5.47% | +21.34% |
| 2025 | +10.21% | +14.89% |
| 2024 | +11.18% | +7.29% |
| 2023 | +10.01% | +10.33% |
| 2022 | -12.05% | +0.60% |
| 2021 | +24.58% | +34.92% |
| 2020 | -12.87% | -10.19% |
| 2019 | +20.36% | +17.43% |
| 2018 | -6.00% | -19.25% |
| 2017 | +10.29% | +15.64% |
| 2016 | +17.89% | N/A |
| 2015 | -4.66% | N/A |
ALTY vs EQRR Drawdown Comparison
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.
The current ALTY drawdown is -0.49%. The current EQRR drawdown is -4.07%.
| Rank | ALTY | EQRR |
|---|---|---|
| #1 | -51.47% Feb 20, 2020 - May 7, 2021 | -57.93% Aug 29, 2018 - Apr 29, 2021 |
| #2 | -30.47% Jul 15, 2015 - Apr 25, 2017 | -21.74% Jun 7, 2022 - Jan 13, 2023 |
| #3 | -18.48% Jan 4, 2022 - May 15, 2024 | -18.78% Feb 7, 2023 - Jan 30, 2024 |
| #4 | -14.18% Aug 29, 2018 - Feb 22, 2019 | -17.76% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -10.07% Feb 20, 2025 - Jul 25, 2025 | -11.78% Jun 8, 2021 - Oct 15, 2021 |
| #6 | -7.30% Jan 26, 2018 - Jul 6, 2018 | -10.78% Apr 5, 2024 - Nov 18, 2024 |
| #7 | -4.34% Mar 2, 2026 - Apr 24, 2026 | -10.78% Jan 26, 2018 - May 16, 2018 |
| #8 | -4.23% Jun 14, 2021 - Aug 12, 2021 | -10.77% Mar 25, 2022 - Jun 7, 2022 |
| #9 | -4.06% Sep 2, 2021 - Jan 4, 2022 | -9.30% Jan 12, 2022 - Feb 9, 2022 |
| #10 | -3.92% May 10, 2021 - Jun 1, 2021 | -9.14% Nov 8, 2021 - Jan 4, 2022 |
| #11 | -3.91% Aug 1, 2019 - Sep 18, 2019 | -8.94% Feb 9, 2022 - Mar 25, 2022 |
| #12 | -3.58% Jul 17, 2024 - Aug 19, 2024 | -6.45% Jun 11, 2018 - Aug 29, 2018 |
| #13 | -3.54% Nov 29, 2024 - Jan 21, 2025 | -6.22% Jul 25, 2017 - Sep 22, 2017 |
| #14 | -3.53% May 6, 2019 - Jun 20, 2019 | -4.95% Nov 11, 2025 - Nov 28, 2025 |
| #15 | -2.41% Apr 27, 2017 - Jul 14, 2017 | -4.18% Sep 26, 2025 - Nov 11, 2025 |
Correlation
Correlation between ALTY and EQRR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
ALTY vs EQRR dividend yield comparison.
| Year | ALTY | EQRR |
|---|---|---|
| 2026 | 3.20% | 0.30% |
| 2025 | 7.50% | 1.70% |
| 2024 | 7.88% | 2.17% |
| 2023 | 7.31% | 2.77% |
| 2022 | 7.66% | 2.34% |
| 2021 | 6.88% | 1.71% |
| 2020 | 9.20% | 2.17% |
| 2019 | 8.74% | 2.05% |
| 2018 | 8.49% | 2.47% |
| 2017 | 7.52% | 0.69% |
| 2016 | 8.20% | 0.00% |
| 2015 | 4.21% | 0.00% |
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