ALAI vs SPY

AALAI

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.43%ALAI · $143 on $10k

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

Held in common34.7%ALAI and SPY

ALAI

SPY

Alger AI Enablers & Adopters ETF · $2.4BState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

1.43%12-mo yield$143 · $103 on $10k1.03%

−21.1%Worst dropSmaller wins−8.9%

29.5%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SPY

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 Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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 SPY

ALAI

Alger AI Enablers & Adopters

[…]

SPY

SPDR S&P 500

$17,099

MeasureALAISPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield1.43%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.5%13.6%

3–1measures won
SPY 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ALAI, SPY, DRAM

Today

34.7%most shared, ALAI and SPY

ALAISPYDRAM

ALAI—34.7%6.5%

SPY34.7%—1.9%

DRAM6.5%1.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ALAI$143 − $58 = $85

DRAM$0 − $65 = −$65

KeptFee

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