ALAI vs DGRO

AALAI

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,171DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.83%DGRO · $183 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common8.6%ALAI and DGRO

ALAI

DGRO

Alger AI Enablers & Adopters ETF · $2.1BiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,612+20.8%

[…]5 years · per year[…] · $17,171+11.4%

0.58%Expense ratio$58 · $8 on $10k · lower wins0.08%

1.35%12-mo yield$135 · $183 on $10k1.83%

−21.1%Worst dropSmaller wins−6.5%

29.7%VolatilityLower wins10.4%

0–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · DGRO

10.2%MSFT3.2%

3.3%AVGO2.2%

1.6%AAPL3.1%

0.6%UNH1.8%

Held in common8.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+2.1%	+19.1%	+23.2%	+20.8%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.35%	+3.9%	+11.4%	+10.6%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+2.1%	+19.1%	+23.2%	+20.8%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.35%	+3.9%	+11.4%	+10.6%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs DGRO

ALAI

Alger AI Enablers & Adopters

[…]

DGRO

iShares Core Dividend Growth

$17,171

MeasureALAIDGRO

Fee0.58%0.08%

Cost on $10k a year$58$8

Yield1.35%1.83%

5 years, per year[…]+11.4%

3 years, per year[…]+20.8%

Worst drop · 1Y−21.1%−6.5%

Volatility · 1Y29.7%10.4%

4–0measures won
DGRO first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ALAI, DGRO, VIG

Today

68.1%most shared, DGRO and VIG

ALAIDGROVIG

ALAI—8.6%11.6%

DGRO8.6%—68.1%

VIG11.6%68.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, DGRO

DGRO$183 − $8 = $175

VIG$146 − $4 = $142

ALAI$135 − $58 = $77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee