ALAI vs VT

AALAI

BVT

Measures won0–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.06%VT · $6 on $10k

Most income3.30%EFA · $330 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common22.2%ALAI and VT

ALAI

Alger AI Enablers & Adopters ETF · $2.3BVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,563+20.7%

[…]5 years · per year[…] · $15,649+9.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.40%12-mo yield$140 · $159 on $10k1.59%

−21.1%Worst dropSmaller wins−9.7%

29.6%VolatilityLower wins14.7%

0–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · VT

11.5%NVDA4.5%

10.2%MSFT3.2%

5.4%AMZN2.0%

1.6%AAPL4.1%

Held in common22.2%

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
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 VT

ALAI

Alger AI Enablers & Adopters

[…]

Vanguard Total World Stock

$15,649

MeasureALAIVT

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.40%1.59%

5 years, per year[…]+9.4%

3 years, per year[…]+20.7%

Worst drop · 1Y−21.1%−9.7%

Volatility · 1Y29.6%14.7%

4–0measures won
VT first

22.2%

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

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

Overlap: ALAI, VT, EFA

Today

22.2%most shared, ALAI and VT

ALAIVTEFA

ALAI—22.2%0.2%

VT22.2%—17.5%

EFA0.2%17.5%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

VT$159 − $6 = $153

ALAI$140 − $58 = $82

KeptFee

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