ALAI vs ITA

AALAI

BITA

Measures won1–3ITA wins · of 6 · 5Y

$10,000 · 5Y$20,368ITA

Lowest cost0.37%ITA · $37 on $10k

Most income1.43%ALAI · $143 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common0.6%ALAI and ITA

ALAI

ITA

Alger AI Enablers & Adopters ETF · $2.3BiShares U.S. Aerospace & Defense ETF · $11.6B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $20,368+15.3%

0.58%Expense ratio$58 · $37 on $10k · lower wins0.37%

1.43%12-mo yield$143 · $58 on $10k0.58%

−21.1%Worst dropSmaller wins−20.0%

29.5%VolatilityLower wins23.7%

1–3ITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsALAI · ITA

0.6%FTAI1.4%

Held in common0.6%

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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

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 ITA

ALAI

Alger AI Enablers & Adopters

[…]

ITA

iShares U.S. Aerospace & Defense

$20,368

MeasureALAIITA

Fee0.58%0.37%

Cost on $10k a year$58$37

Yield1.43%0.58%

5 years, per year[…]+15.3%

3 years, per year[…]+23.8%

Worst drop · 1Y−21.1%−20.0%

Volatility · 1Y29.5%23.7%

3–1measures won
ITA first

0.6%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ALAI, ITA

Today

0.6%most shared, ALAI and ITA

ALAIITA

ALAI—0.6%

ITA0.6%—

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

ITA$58 − $37 = $21

KeptFee

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