VT vs ALAI

AVT

BALAI

Measures won6–0VT wins · of 6 · 1Y

$10,000 · 1Y$11,037VT · WCMI $10,787

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common22.2%VT and ALAI

ALAI

Vanguard Total World Stock ETF · $81.8BAlger AI Enablers & Adopters ETF · $2.3B

+8.5%Year to dateJan 1 → Nov 6+7.2%

+10.4%1 yearTotal return+3.8%

0.06%Expense ratio$6 · $58 on $10k · lower wins0.58%

1.59%12-mo yield$159 · $140 on $10k1.40%

−9.7%Worst dropSmaller wins−21.1%

14.7%VolatilityLower wins29.6%

6–0VT wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsVT · ALAI

4.5%NVDA11.5%

3.2%MSFT10.2%

2.0%AMZN5.4%

4.1%AAPL1.6%

Held in common22.2%

End-of-day Nov 6, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs ALAI

Vanguard Total World Stock

$11,037

ALAI

Alger AI Enablers & Adopters

$10,375

MeasureVTALAI

Fee0.06%0.58%

Cost on $10k a year$6$58

Yield1.59%1.40%

5 years, per year+9.4%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−9.7%−21.1%

Volatility · 1Y14.7%29.6%

4–0measures won
VT first

22.2%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: ALAI, WCMI, VT

Today

22.2%most shared, ALAI and VT

ALAIWCMIVT

ALAI—2.6%22.2%

WCMI2.6%—3.5%

VT22.2%3.5%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

ALAI$140 − $58 = $82

WCMI$58 − $85 = −$27

KeptFee

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