ITA vs ALAI

AITA

BALAI

Measures won3–1ITA wins · of 6 · 5Y

$10,000 · 5Y$20,603ITA · CIBR $17,242

Lowest cost0.37%ITA · $37 on $10k

Most income1.40%ALAI · $140 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common0.6%ITA and ALAI

ITA

ALAI

iShares U.S. Aerospace & Defense ETF · $11.7BAlger AI Enablers & Adopters ETF · $2.1B

+24.1%3 years · per year$19,113 · […][…]

+15.6%5 years · per year$20,603 · […][…]

0.37%Expense ratio$37 · $58 on $10k · lower wins0.58%

0.58%12-mo yield$58 · $140 on $10k1.40%

−20.0%Worst dropSmaller wins−21.1%

23.7%VolatilityLower wins29.6%

3–1ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITA · ALAI

1.3%FTAI0.6%

Held in common0.6%

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	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.1B

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	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.1B

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

ITA vs ALAI

ITA

iShares U.S. Aerospace & Defense

$20,603

ALAI

Alger AI Enablers & Adopters

[…]

MeasureITAALAI

Fee0.37%0.58%

Cost on $10k a year$37$58

Yield0.58%1.40%

5 years, per year+15.6%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−20.0%−21.1%

Volatility · 1Y23.7%29.6%

3–1measures won
ITA first

0.6%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITA, ALAI, CIBR

Today

8.7%most shared, ALAI and CIBR

ITAALAICIBR

ITA—0.6%0.0%

ALAI0.6%—8.7%

CIBR0.0%8.7%—

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

Income After Fees on $10,000

$82most kept, ALAI

ALAI$140 − $58 = $82

ITA$58 − $37 = $21

CIBR$43 − $58 = −$15

KeptFee

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