Compare · 3 funds side by side · dividends reinvested

ALAI, WCMI and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,584IGV · best of the three

02 / 04

ALAI, WCMI and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.34%+11.7%+11.0%[…][…]−21.1%29.7%$2.1B1.7

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B1.7

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ALAI 2024 · WCMI 2020 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Alger AI Enablers & Adopters ETF · $2.1B$11,169

ALAI

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$9,602

$10,000 since Jan 1, dividends reinvested · they hold 13.7% in common

ALAIMeasureIGV

+11.7%Year to dateJan 1 → Nov 9−4.0%

+11.0%1 yearTotal return−7.2%

[…]3 years · per year$10,000 became […] · $14,660+13.6%

[…]5 years · per year$10,000 became […] · $11,584+3.0%

0.58%Expense ratio$58 · $38 a year on $10k · lower is better0.38%

1.34%Trailing 12-mo yield$134 · $2 a year on $10k0.02%

−21.1%Worst dropSmaller is better−33.2%

29.7%VolatilityLower is calmer32.9%

ALAIIGV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1ALAI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALAI vs IGV: Top 5 Holdings

Today

ALAI

35.6%in top 5

IGV

in top 540.6%

ALAIStockIGV

11.5%NVDAnot top 5

9.9%MSFT9.4%

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

not top 5ORCL7.1%

5.2%AMZNnot top 5

5.2%TSMnot top 5

3.7%GOOGnot top 5

Held in common13.7%

End-of-day Nov 9, 2026 · share of each fund

ALAI vs IGV Returns, Every Period

AlgerALAI

+11.0%

past year

IGViShares

−7.2%

past year

ALAIIGVFaded: behind in that period

2–0ALAI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs International: ALAI vs WCMI

YTD

AlgerALAI

+11.7%

WCMIFirst Trust

+8.7%

+11.7%Year to date+8.7%

−21.1%Worst drop · 1Y−12.5%

29.7%Volatility · 1Y20.9%

1.3%Yield0.6%

$2.1BAssets$2.1B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALAI, WCMI, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

ALAI0.58%$58

WCMI0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ALAI, WCMI, IGV

1.34%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.34%$134

WCMI0.57%$57

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

WCMI$57 − $85 = −$28

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ALAI, WCMI, IGV

Today

13.7%most shared, ALAI and IGV

ALAIWCMIIGV

ALAI—3.0%13.7%

WCMI3.0%—0.0%

IGV13.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.2%WCMI, at 20.9% volatility

WCMIWorst drop−12.5%20.9% vol

ALAIWorst drop−21.1%29.7% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALAIWCMI

+11.7%Year to date+8.7%

1.3%Yield0.6%

+11.0%Past year+12.2%

0.58%Fee0.85%

3–1ALAI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026