ALAI vs IGV

AALAI

BIGV

Measures won3–1ALAI wins · of 6 · 5Y

$10,000 · 5Y$11,367IGV

Lowest cost0.38%IGV · $38 on $10k

Most income1.43%ALAI · $143 on $10k

Smallest drop−21.1%ALAI · worst fall in 1Y

Held in common12.8%ALAI and IGV

ALAI

IGV

Alger AI Enablers & Adopters ETF · $2.4BiShares Expanded Tech-Software Sector ETF · $13.0B

[…]3 years · per year[…] · $14,673+13.6%

[…]5 years · per year[…] · $11,367+2.6%

0.58%Expense ratio$58 · $38 on $10k · lower wins0.38%

1.43%12-mo yield$143 · $2 on $10k0.02%

−21.1%Worst dropSmaller wins−33.3%

29.5%VolatilityLower wins32.9%

3–1ALAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsALAI · IGV

10.2%MSFT9.4%

0.9%APP2.6%

0.6%TTWO1.3%

0.6%PANW8.6%

Held in common12.8%

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

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

Cards for this view

ALAI vs IGV

ALAI

Alger AI Enablers & Adopters

[…]

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureALAIIGV

Fee0.58%0.38%

Cost on $10k a year$58$38

Yield1.43%0.02%

5 years, per year[…]+2.6%

3 years, per year[…]+13.6%

Worst drop · 1Y−21.1%−33.3%

Volatility · 1Y29.5%32.9%

3–1measures won
ALAI first

12.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ALAI, IGV

Today

12.8%most shared, ALAI and IGV

ALAIIGV

ALAI—12.8%

IGV12.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, ALAI

ALAI$143 − $58 = $85

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee