ALAI vs VYM

AALAI

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common4.5%ALAI and VYM

ALAI

VYM

Alger AI Enablers & Adopters ETF · $1.6BVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

1.34%12-mo yield$134 · $226 on $10k2.26%

−21.1%Worst dropSmaller wins−6.7%

29.7%VolatilityLower wins10.8%

0–4VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · VYM

3.2%AVGO6.9%

0.6%UNH1.4%

0.3%CAT1.6%

0.2%ETN0.7%

Held in common4.5%

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 Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 VYM

ALAI

Alger AI Enablers & Adopters

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureALAIVYM

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield1.34%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−21.1%−6.7%

Volatility · 1Y29.7%10.8%

4–0measures won
VYM first

4.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: ALAI, VYM, DRAM, SCHD

Today

21.9%most shared, VYM and SCHD

ALAIVYMDRAMSCHD

ALAI—4.5%5.7%0.6%

VYM4.5%—0.0%21.9%

DRAM5.7%0.0%—0.0%

SCHD0.6%21.9%0.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

ALAI$134 − $58 = $76

DRAM$0 − $65 = −$65

KeptFee

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