SPY vs ALAI

ASPY

BALAI

Measures won3–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.40%ALAI · $140 on $10k

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

Held in common34.0%SPY and ALAI

SPY

ALAI

State Street SPDR S&P 500 ETF · $778BAlger AI Enablers & Adopters ETF · $2.1B

+21.7%3 years · per year$18,039 · […][…]

+11.3%5 years · per year$17,118 · […][…]

0.09%Expense ratio$9 · $58 on $10k · lower wins0.58%

1.03%12-mo yield$103 · $140 on $10k1.40%

−8.9%Worst dropSmaller wins−21.1%

13.6%VolatilityLower wins29.6%

3–1SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · ALAI

6.9%NVDA11.5%

6.3%MSFT10.2%

4.0%AMZN5.4%

2.2%AVGO3.3%

Held in common34.0%

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

SPY vs ALAI

SPY

SPDR S&P 500

$17,118

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSPYALAI

Fee0.09%0.58%

Cost on $10k a year$9$58

Yield1.03%1.40%

5 years, per year+11.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.9%−21.1%

Volatility · 1Y13.6%29.6%

3–1measures won
SPY first

34.0%

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%

$178BAssets$778B

2–0SPYM wins

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

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

Overlap: SPY, ALAI

Today

34.0%most shared, SPY and ALAI

SPYALAI

SPY—34.0%

ALAI34.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ALAI$140 − $58 = $82

KeptFee

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