Compare · 2 funds side by side · dividends reinvested

ALAI and SCHD

ALAIAlger×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

ALAI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.43%+4.9%+2.3%[…][…]−21.1%29.5%$2.3B2.0

Rank among the two1st → 2ndFee, 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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

ALAI

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

SCHDMeasureALAI

+32.3%Year to dateJan 1 → Nov 5+4.9%

+38.7%1 yearTotal return+2.3%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $58 a year on $10k · lower is better0.58%

2.98%Trailing 12-mo yield$298 · $143 a year on $10k1.43%

−6.9%Worst dropSmaller is better−21.1%

11.7%VolatilityLower is calmer29.5%

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

6–0SCHD wins

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

More Ways to See the Pairs

SCHD vs ALAI: Top 5 Holdings

Today

SCHD

21.7%in top 5

ALAI

in top 536.9%

SCHDStockALAI

not top 5NVDA12.0%

not top 5MSFT10.2%

not top 5TSM5.6%

not top 5AMZN5.3%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5META3.7%

Held in common0.6%

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

SCHD vs ALAI Returns, Every Period

SchwabSCHD

+38.7%

past year

ALAIAlger

+2.3%

past year

SCHDALAIFaded: behind in that period

2–0SCHD wins

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

Income vs Thematic: SCHD vs ALAI

YTD

SchwabSCHD

+32.3%

ALAIAlger

+4.9%

+32.3%Year to date+4.9%

−6.9%Worst drop · 1Y−21.1%

11.7%Volatility · 1Y29.5%

3.0%Yield1.4%

$120BAssets$2.3B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ALAI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ALAI0.58%$58

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

Yields: ALAI, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

ALAI1.43%$143

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

ALAI$143 − $58 = $85

KeptFee

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

Overlap: ALAI, SCHD

Today

0.6%most shared, ALAI and SCHD

ALAISCHD

ALAI—0.6%

SCHD0.6%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% 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

SCHDALAI

+32.3%Year to date+4.9%

3.0%Yield1.4%

+38.7%Past year+2.3%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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