ALAI vs IVV

AALAI

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%ALAI · $134 on $10k

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

Held in common34.4%ALAI and IVV

ALAI

IVV

Alger AI Enablers & Adopters ETF · $1.6BiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

1.34%12-mo yield$134 · $111 on $10k1.11%

−21.1%Worst dropSmaller wins−8.9%

29.7%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · IVV

11.5%NVDA7.1%

9.9%MSFT6.2%

5.2%AMZN4.0%

3.2%AVGO2.2%

Held in common34.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

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 IVV

ALAI

Alger AI Enablers & Adopters

[…]

IVV

iShares Core S&P 500

$17,545

MeasureALAIIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.34%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.7%13.8%

3–1measures won
IVV first

34.4%

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: ALAI, SMH, IVV

Today

34.4%most shared, ALAI and IVV

ALAISMHIVV

ALAI—26.1%34.4%

SMH26.1%—15.0%

IVV34.4%15.0%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

ALAI$134 − $58 = $76

SMH$23 − $35 = −$12

KeptFee

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