ALAI vs SPYM

AALAI

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VOO $17,156

Lowest cost0.02%SPYM · $2 on $10k

Most income1.43%ALAI · $143 on $10k

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

Held in common34.7%ALAI and SPYM

ALAI

SPYM

Alger AI Enablers & Adopters ETF · $2.4BState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

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

1.43%12-mo yield$143 · $106 on $10k1.06%

−21.1%Worst dropSmaller wins−8.9%

29.5%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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 SPYM

ALAI

Alger AI Enablers & Adopters

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureALAISPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield1.43%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.5%13.6%

3–1measures won
SPYM 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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: ALAI, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

ALAISPYMVOO

ALAI—34.7%37.0%

SPYM34.7%—93.5%

VOO37.0%93.5%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

ALAI$143 − $58 = $85

KeptFee

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