Compare · 3 funds side by side · dividends reinvested

AIQ, ALAI and VCR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,010AIQ · best of the three

02 / 04

AIQ, ALAI and VCR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.32%+13.9%+8.4%[…][…]−18.3%28.7%$2.5B1.8

Vanguard Consumer Discretionary ETFSectors · Consumer0.09%0.76%+0.0%−0.2%+17.0%+4.1%−15.6%19.0%$5.6B1.9

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+17.1%+12.3%+32.6%+13.7%−20.2%29.7%$9.5B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: AIQ 2018 · ALAI 2024 · VCR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.5B$19,010

AIQ

ALAI

Alger AI Enablers & Adopters ETF · $2.5B[…]

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

AIQMeasureALAI

+17.1%Year to dateJan 1 → Nov 3+13.9%

+12.3%1 yearTotal return+8.4%

+32.6%3 years · per year$10,000 became $23,294 · […][…]

+13.7%5 years · per year$10,000 became $19,010 · […][…]

0.68%Expense ratio$68 · $58 a year on $10k · lower is better0.58%

0.08%Trailing 12-mo yield$8 · $132 a year on $10k1.32%

−20.2%Worst dropSmaller is better−18.3%

29.7%VolatilityLower is calmer28.7%

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

2–4ALAI wins

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

More Ways to See the Pairs

AIQ vs ALAI: Top 5 Holdings

Today

AIQ

18.4%in top 5

ALAI

in top 537.4%

AIQStockALAI

not top 5NVDA12.9%

4.0%MSFT9.7%

not top 5TSM5.9%

not top 5AMZN5.2%

4.3%PLTRnot top 5

3.6%TSLAnot top 5

not top 5META3.6%

3.3%SPCXnot top 5

3.2%ORCLnot top 5

Held in common35.2%

End-of-day Nov 3, 2026 · share of each fund

AIQ vs ALAI Returns, Every Period

Global XAIQ

+12.3%

past year

ALAIAlger

+8.4%

past year

AIQALAIFaded: behind in that period

2–0AIQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AIQ vs ALAI

YTD

Global XAIQ

+17.1%

ALAIAlger

+13.9%

+17.1%Year to date+13.9%

−20.2%Worst drop · 1Y−18.3%

29.7%Volatility · 1Y28.7%

0.1%Yield1.3%

$9.5BAssets$2.5B

3–1ALAI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, ALAI, VCR

Today

0.09%lowest, VCR

FundExpense ratioFee$10k

VCR0.09%$9

ALAI0.58%$58

AIQ0.68%$68

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AIQ, ALAI, VCR

1.32%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.32%$132

VCR0.76%$76

AIQ0.08%$8

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, ALAI

ALAI$132 − $58 = $74

VCR$76 − $9 = $67

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AIQ, ALAI, VCR

Today

35.2%most shared, AIQ and ALAI

AIQALAIVCR

AIQ—35.2%6.6%

ALAI35.2%—9.2%

VCR6.6%9.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.3%AIQ, at 29.7% volatility

VCRWorst drop−15.6%19.0% vol

ALAIWorst drop−18.3%28.7% vol

AIQWorst drop−20.2%29.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ALAIAIQ

+13.9%Year to date+17.1%

1.3%Yield0.1%

+8.4%Past year+12.3%

0.58%Fee0.68%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026