Compare · 3 funds side by side · dividends reinvested

ALAI, SPYM and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeALAI · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

ALAI, SPYM and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.33%+12.8%+9.3%[…][…]−21.1%29.8%$1.6B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−3.3%−8.5%+13.6%+3.1%−33.2%32.9%$12.9B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: ALAI 2024 · SPYM 2005 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alger AI Enablers & Adopters ETF · $1.6B[…]

ALAI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 34.2% in common

ALAI

More Ways to See the Pairs

ALAI vs SPYM: Top 5 Holdings

Today

ALAI

32.3%in top 5

SPYM

in top 526.9%

ALAIStockSPYM

9.2%MSFT6.1%

8.7%NVDA6.3%

not top 5AAPL7.8%

5.4%TSMnot top 5

5.3%AMZN

Cost, Income and Risk

Fees: ALAI, SPYM, IGV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IGV0.38%$38

ALAI0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: ALAI, SPYM, IGV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SPYM

+12.8%Year to dateJan 1 → Nov 11+12.4%

+9.3%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

1.33%Trailing 12-mo yield$133 · $102 a year on $10k1.02%

−21.1%Worst dropSmaller is better−8.9%

29.8%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

3.8%METAnot top 5

not top 5GOOGL2.6%

Held in common34.2%

End-of-day Nov 11, 2026 · share of each fund

ALAI vs SPYM Returns, Every Period

1Y

AlgerALAI

+9.3%

past year

SPYMSPDR

+12.8%

past year

ALAISPYMFaded: behind in that period

1–1Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ALAI vs SPYM

YTD

AlgerALAI

+12.8%

SPYMSPDR

+12.4%

+12.8%Year to date+12.4%

−21.1%Worst drop · 1Y−8.9%

29.8%Volatility · 1Y13.7%

1.3%Yield1.0%

$1.6BAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.33%$133

SPYM1.02%$102

IGV0.02%$2

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

ALAI$133 − $58 = $75

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ALAI, SPYM, IGV

Today

34.2%most shared, ALAI and SPYM

ALAISPYMIGV

ALAI—34.2%13.4%

SPYM34.2%—9.6%

IGV13.4%9.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

ALAIWorst drop−21.1%29.8% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ALAISPYM

+12.8%Year to date+12.4%

1.3%Yield1.0%

+9.3%Past year+12.8%

0.58%Fee0.02%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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ALAI, SPYM and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three