Compare · 3 funds side by side · dividends reinvested

IVV, ALAI and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, ALAI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.33%+12.8%+7.0%[…][…]−18.3%28.7%$2.4B2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · ALAI 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

ALAI

Alger AI Enablers & Adopters ETF · $2.4B[…]

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

IVVMeasureALAI

+13.4%Year to dateJan 1 → Nov 4+12.8%

+13.5%1 yearTotal return+7.0%

+24.2%3 years · per year$10,000 became $19,178 · […][…]

+12.6%5 years · per year$10,000 became $18,118 · […][…]

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

1.09%Trailing 12-mo yield$109 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−18.3%

12.9%VolatilityLower is calmer28.7%

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

5–1IVV wins

End-of-day Nov 4, 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

27.3%in top 5

ALAI

in top 537.4%

IVVStockALAI

7.7%NVDA12.9%

5.9%MSFT9.8%

7.4%AAPLnot top 5

not top 5TSM5.9%

3.8%AMZN5.2%

not top 5META3.6%

2.5%GOOGLnot top 5

Held in common34.9%

End-of-day Nov 4, 2026 · share of each fund

IVV vs ALAI Returns, Every Period

iSharesIVV

+13.5%

past year

ALAIAlger

+7.0%

past year

IVVALAIFaded: behind in that period

2–0IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs ALAI

YTD

iSharesIVV

+13.4%

ALAIAlger

+12.8%

+13.4%Year to date+12.8%

−8.9%Worst drop · 1Y−18.3%

12.9%Volatility · 1Y28.7%

1.1%Yield1.3%

$887BAssets$2.4B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, ALAI, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

ALAI0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, ALAI, VOO

1.33%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.33%$133

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

ALAI$133 − $58 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, ALAI, VOO

Today

94.5%most shared, IVV and VOO

IVVALAIVOO

IVV—34.9%94.5%

ALAI34.9%—37.0%

VOO94.5%37.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

ALAIWorst drop−18.3%28.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ALAIIVV

+12.8%Year to date+13.4%

1.3%Yield1.1%

+7.0%Past year+13.5%

0.58%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026