VT vs ALAI

AVT

BALAI

Measures won4–0VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · EFA $14,850

Lowest cost0.06%VT · $6 on $10k

Most income3.28%EFA · $328 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common22.0%VT and ALAI

ALAI

Vanguard Total World Stock ETF · $81.8BAlger AI Enablers & Adopters ETF · $2.4B

+21.0%3 years · per year$17,695 · […][…]

+9.3%5 years · per year$15,576 · […][…]

0.06%Expense ratio$6 · $58 on $10k · lower wins0.58%

1.59%12-mo yield$159 · $143 on $10k1.43%

−9.7%Worst dropSmaller wins−21.1%

14.7%VolatilityLower wins29.5%

4–0VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · ALAI

4.5%NVDA12.0%

3.2%MSFT10.2%

2.0%AMZN5.3%

4.1%AAPL1.5%

Held in common22.0%

End-of-day Nov 5, 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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$78.1B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

Cards for this view

VT vs ALAI

Vanguard Total World Stock

$15,576

ALAI

Alger AI Enablers & Adopters

[…]

MeasureVTALAI

Fee0.06%0.58%

Cost on $10k a year$6$58

Yield1.59%1.43%

5 years, per year+9.3%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−9.7%−21.1%

Volatility · 1Y14.7%29.5%

4–0measures won
VT first

22.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VT, ALAI, EFA

Today

22.0%most shared, VT and ALAI

VTALAIEFA

VT—22.0%17.5%

ALAI22.0%—0.3%

EFA17.5%0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

VT$159 − $6 = $153

ALAI$143 − $58 = $85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee