Compare · 3 funds side by side · dividends reinvested

ALAI, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

ALAI, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.43%+4.9%+2.3%[…][…]−21.1%29.5%$2.3B2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: ALAI 2024 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

ALAI

Alger AI Enablers & Adopters ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested · they hold 34.7% in common

IVVMeasureALAI

+8.4%Year to dateJan 1 → Nov 5+4.9%

+9.7%1 yearTotal return+2.3%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.14%Trailing 12-mo yield$114 · $143 a year on $10k1.43%

−8.9%Worst dropSmaller is better−21.1%

13.6%VolatilityLower is calmer29.5%

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

5–1IVV wins

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

More Ways to See the Pairs

IVV vs ALAI: Top 5 Holdings

Today

IVV

27.7%in top 5

ALAI

in top 536.9%

IVVStockALAI

7.3%NVDA12.0%

6.2%MSFT10.2%

7.7%AAPLnot top 5

not top 5TSM5.6%

3.9%AMZN5.3%

not top 5META3.7%

2.6%GOOGLnot top 5

Held in common34.7%

End-of-day Nov 5, 2026 · share of each fund

IVV vs ALAI Returns, Every Period

iSharesIVV

+9.7%

past year

ALAIAlger

+2.3%

past year

IVVALAIFaded: behind in that period

2–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs ALAI

YTD

iSharesIVV

+8.4%

ALAIAlger

+4.9%

+8.4%Year to date+4.9%

−8.9%Worst drop · 1Y−21.1%

13.6%Volatility · 1Y29.5%

1.1%Yield1.4%

$850BAssets$2.3B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALAI, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

ALAI0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ALAI, IVV, VOO

1.43%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.43%$143

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ALAI$143 − $58 = $85

KeptFee

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

Overlap: ALAI, IVV, VOO

Today

93.5%most shared, IVV and VOO

ALAIIVVVOO

ALAI—34.7%37.0%

IVV34.7%—93.5%

VOO37.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

ALAIWorst drop−21.1%29.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALAIVOO

+4.9%Year to date+8.4%

1.4%Yield1.1%

+2.3%Past year+9.8%

0.58%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026