ALAI vs SPYM

AALAI

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.40%ALAI · $140 on $10k

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

Held in common34.0%ALAI and SPYM

ALAI

SPYM

Alger AI Enablers & Adopters ETF · $2.3BState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

1.40%12-mo yield$140 · $105 on $10k1.05%

−21.1%Worst dropSmaller wins−8.9%

29.6%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SPYM

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	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
3	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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	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
3	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 SPYM

ALAI

Alger AI Enablers & Adopters

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureALAISPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield1.40%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.6%13.6%

3–1measures won
SPYM first

34.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ALAI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ALAISPYMSPY

ALAI—34.0%34.0%

SPYM34.0%—99.9%

SPY34.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

ALAI$140 − $58 = $82

KeptFee

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