ALAI vs SPY

AALAI

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.40%ALAI · $140 on $10k

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

Held in common34.0%ALAI and SPY

ALAI

SPY

Alger AI Enablers & Adopters ETF · $2.3BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

1.40%12-mo yield$140 · $103 on $10k1.03%

−21.1%Worst dropSmaller wins−8.9%

29.6%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · SPY

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IVV	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IVV	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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 SPY

ALAI

Alger AI Enablers & Adopters

[…]

SPY

SPDR S&P 500

$17,118

MeasureALAISPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield1.40%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.6%13.6%

3–1measures won
SPY 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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX 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

Overlap: ALAI, SPY, SMH, IVV

Today

99.9%most shared, SPY and IVV

ALAISPYSMHIVV

ALAI—34.0%24.8%34.0%

SPY34.0%—14.5%99.9%

SMH24.8%14.5%—14.5%

IVV34.0%99.9%14.5%—

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

SPY$103 − $9 = $94

ALAI$140 − $58 = $82

SMH$24 − $35 = −$11

KeptFee

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