ALAI vs QQQ

AALAI

BQQQ

Measures won1–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%ALAI · $134 on $10k

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

Held in common43.6%ALAI and QQQ

ALAI

QQQ

Alger AI Enablers & Adopters ETF · $2.1BInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.58%Expense ratio$58 · $18 on $10k · lower wins0.18%

1.34%12-mo yield$134 · $46 on $10k0.46%

−21.1%Worst dropSmaller wins−14.8%

29.7%VolatilityLower wins21.5%

1–3QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · QQQ

11.5%NVDA7.7%

9.9%MSFT6.7%

5.2%AMZN4.8%

3.7%META3.1%

Held in common43.6%

End-of-day Nov 9, 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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs QQQ

ALAI

Alger AI Enablers & Adopters

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureALAIQQQ

Fee0.58%0.18%

Cost on $10k a year$58$18

Yield1.34%0.46%

5 years, per year[…]+12.6%

3 years, per year[…]+23.9%

Worst drop · 1Y−21.1%−14.8%

Volatility · 1Y29.7%21.5%

3–1measures won
QQQ first

43.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: ALAI, QQQ, SPY

Today

52.4%most shared, QQQ and SPY

ALAIQQQSPY

ALAI—43.6%34.4%

QQQ43.6%—52.4%

SPY34.4%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

ALAI$134 − $58 = $76

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee