ALAI vs IVV

AALAI

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$19,175PAVE · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.40%ALAI · $140 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common34.0%ALAI and IVV

ALAI

IVV

Alger AI Enablers & Adopters ETF · $2.3BiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $114 on $10k1.14%

−21.1%Worst dropSmaller wins−8.9%

29.6%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · IVV

11.5%NVDA6.9%

10.2%MSFT6.3%

5.4%AMZN4.0%

3.3%AVGO2.2%

Held in common34.0%

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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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 IVV

ALAI

Alger AI Enablers & Adopters

[…]

IVV

iShares Core S&P 500

$17,177

MeasureALAIIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.40%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.6%13.6%

3–1measures won
IVV first

34.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: ALAI, IVV, PAVE

Today

34.0%most shared, ALAI and IVV

ALAIIVVPAVE

ALAI—34.0%1.1%

IVV34.0%—2.6%

PAVE1.1%2.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ALAI$140 − $58 = $82

PAVE$84 − $47 = $37

KeptFee

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