ALAI vs EFA

AALAI

BEFA

Measures won0–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.06%VT · $6 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common0.2%ALAI and EFA

ALAI

EFA

Alger AI Enablers & Adopters ETF · $2.3BiShares MSCI EAFE ETF · $75.5B

[…]3 years · per year[…] · $16,576+18.3%

[…]5 years · per year[…] · $14,818+8.2%

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

1.40%12-mo yield$140 · $330 on $10k3.30%

−21.1%Worst dropSmaller wins−11.4%

29.6%VolatilityLower wins16.3%

0–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · EFA

0.9%SE0.1%

2.5%NBIS0.1%

Held in common0.2%

End-of-day Nov 6, 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	VT	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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	AALAI	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

5Y3 funds

#
1	VT	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	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	AALAI	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

ALAI vs EFA

ALAI

Alger AI Enablers & Adopters

[…]

EFA

iShares MSCI EAFE

$14,818

MeasureALAIEFA

Fee0.58%0.32%

Cost on $10k a year$58$32

Yield1.40%3.30%

5 years, per year[…]+8.2%

3 years, per year[…]+18.3%

Worst drop · 1Y−21.1%−11.4%

Volatility · 1Y29.6%16.3%

4–0measures won
EFA first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years 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, EFA, VT

Today

22.2%most shared, ALAI and VT

ALAIEFAVT

ALAI—0.2%22.2%

EFA0.2%—17.5%

VT22.2%17.5%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

VT$159 − $6 = $153

ALAI$140 − $58 = $82

KeptFee

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