ALAI vs EFA

AALAI

BEFA

Measures won0–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,117EFA · IEFA $14,909

Lowest cost0.07%IEFA · $7 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common0.3%ALAI and EFA

ALAI

EFA

Alger AI Enablers & Adopters ETF · $1.6BiShares MSCI EAFE ETF · $77.7B

[…]3 years · per year[…] · $16,732+18.7%

[…]5 years · per year[…] · $15,117+8.6%

0.58%Expense ratio$58 · $32 on $10k · lower wins0.32%

1.34%12-mo yield$134 · $321 on $10k3.21%

−21.1%Worst dropSmaller wins−11.4%

29.7%VolatilityLower wins16.6%

0–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · EFA

0.9%SE0.1%

2.8%NBIS0.1%

Held in common0.3%

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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

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 EFA

ALAI

Alger AI Enablers & Adopters

[…]

EFA

iShares MSCI EAFE

$15,117

MeasureALAIEFA

Fee0.58%0.32%

Cost on $10k a year$58$32

Yield1.34%3.21%

5 years, per year[…]+8.6%

3 years, per year[…]+18.7%

Worst drop · 1Y−21.1%−11.4%

Volatility · 1Y29.7%16.6%

4–0measures won
EFA first

0.3%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: ALAI, EFA, IEFA

Today

85.3%most shared, EFA and IEFA

ALAIEFAIEFA

ALAI—0.3%0.2%

EFA0.3%—85.3%

IEFA0.2%85.3%—

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

EFA$321 − $32 = $289

ALAI$134 − $58 = $76

KeptFee

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