Compare · 4 funds side by side · dividends reinvested

ALAI, SMH, IVV and CIBR

ALAIAlger×SMHVanEck×IVViShares×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

ALAI, SMH, IVV and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.4

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.40%+7.2%+3.8%[…][…]−21.1%29.6%$2.3B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ALAI 2024 · SMH 2011 · IVV 2000 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

ALAI

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

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

IVVMeasureALAI

+8.7%Year to dateJan 1 → Nov 6+7.2%

+9.8%1 yearTotal return+3.8%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

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

1.14%Trailing 12-mo yield$114 · $140 a year on $10k1.40%

−8.9%Worst dropSmaller is better−21.1%

13.6%VolatilityLower is calmer29.6%

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

5–1IVV wins

End-of-day Nov 6, 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

27.8%in top 5

ALAI

in top 535.9%

IVVStockALAI

6.9%NVDA11.5%

6.3%MSFT10.2%

7.9%AAPLnot top 5

4.0%AMZN5.4%

not top 5TSM5.0%

not top 5GOOG3.8%

2.6%GOOGLnot top 5

Held in common34.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs ALAI Returns, Every Period

iSharesIVV

+9.8%

past year

ALAIAlger

+3.8%

past year

IVVALAIFaded: behind in that period

2–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs ALAI

YTD

iSharesIVV

+8.7%

ALAIAlger

+7.2%

+8.7%Year to date+7.2%

−8.9%Worst drop · 1Y−21.1%

13.6%Volatility · 1Y29.6%

1.1%Yield1.4%

$850BAssets$2.3B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALAI, SMH, IVV, CIBR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMH0.35%$35

ALAI0.58%$58

CIBR0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALAI, SMH, IVV, CIBR

1.40%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.40%$140

IVV1.14%$114

CIBR0.43%$43

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ALAI$140 − $58 = $82

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ALAI, SMH, IVV, CIBR

Today

34.0%most shared, ALAI and IVV

ALAISMHIVVCIBR

ALAI—24.8%34.0%8.7%

SMH24.8%—14.5%5.9%

IVV34.0%14.5%—9.0%

CIBR8.7%5.9%9.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

IVVWorst drop−8.9%13.6% vol

ALAIWorst drop−21.1%29.6% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALAISMH

+7.2%Year to date+28.8%

1.4%Yield0.2%

+3.8%Past year+29.5%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026