ALAI vs IVV

AALAI

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.43%ALAI · $143 on $10k

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

Held in common34.7%ALAI and IVV

ALAI

IVV

Alger AI Enablers & Adopters ETF · $2.3BiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

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

1.43%12-mo yield$143 · $114 on $10k1.14%

−21.1%Worst dropSmaller wins−8.9%

29.5%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · IVV

12.0%NVDA7.3%

10.2%MSFT6.2%

5.3%AMZN3.9%

3.4%AVGO2.3%

Held in common34.7%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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 IVV

ALAI

Alger AI Enablers & Adopters

[…]

IVV

iShares Core S&P 500

$17,151

MeasureALAIIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.43%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.5%13.6%

3–1measures won
IVV first

34.7%

holdings shared

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

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: ALAI, IVV, SMH, SPYM

Today

99.9%most shared, IVV and SPYM

ALAIIVVSMHSPYM

ALAI—34.7%27.0%34.7%

IVV34.7%—15.6%99.9%

SMH27.0%15.6%—15.6%

SPYM34.7%99.9%15.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

KeptFee

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