ALTL vs SPY
5Y+8.0%3 years · per year$12,607 · $18,039+21.7%
−1.3%5 years · per year$9,353 · $17,118+11.3%
0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%
1.54%12-mo yield$154 · $103 on $10k1.03%
−25.6%Worst dropSmaller wins−8.9%
23.2%VolatilityLower wins13.6%
1–5SPY wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsALTL · SPY
1.5%BRK-B1.7%
1.0%V1.1%
1.1%JNJ1.0%
1.0%MA0.8%
Held in common16.8%
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