ALAI vs SPYM

AALAI

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VTI $16,697

Lowest cost0.02%SPYM · $2 on $10k

Most income1.34%ALAI · $134 on $10k

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

Held in common34.4%ALAI and SPYM

ALAI

SPYM

Alger AI Enablers & Adopters ETF · $1.6BState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

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

1.34%12-mo yield$134 · $103 on $10k1.03%

−21.1%Worst dropSmaller wins−8.9%

29.7%VolatilityLower wins13.7%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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 SPYM

ALAI

Alger AI Enablers & Adopters

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureALAISPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield1.34%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−21.1%−8.9%

Volatility · 1Y29.7%13.7%

3–1measures won
SPYM 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ALAI, SPYM, VTI

Today

86.1%most shared, SPYM and VTI

ALAISPYMVTI

ALAI—34.4%34.1%

SPYM34.4%—86.1%

VTI34.1%86.1%—

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

ALAI$134 − $58 = $76

KeptFee

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