FRTY vs SPY

AFRTY

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.0%FRTY and SPY

FRTY

SPY

Alger Mid Cap 40 ETF · $128MState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,442 · $18,039+21.7%

−2.5%5 years · per year$8,789 · $17,118+11.3%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

0.20%12-mo yield$20 · $103 on $10k1.03%

−19.0%Worst dropSmaller wins−8.9%

28.7%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · SPY

4.7%SNPS0.1%

2.0%HOOD0.1%

1.7%DDOG0.1%

2.1%ADSK0.1%

Held in common1.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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

FRTY vs SPY

FRTY

Alger Mid Cap 40

$8,789

SPY

SPDR S&P 500

$17,118

MeasureFRTYSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.20%1.03%

5 years, per year−2.5%+11.3%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−19.0%−8.9%

Volatility · 1Y28.7%13.6%

6–0measures won
SPY first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: FRTY, SPY, VOO

Today

92.2%most shared, SPY and VOO

FRTYSPYVOO

FRTY—1.0%1.0%

SPY1.0%—92.2%

VOO1.0%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FRTY$20 − $60 = −$40

KeptFee

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