VT vs ALAI

AVT

BALAI

Measures won4–0VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income2.41%VEA · $241 on $10k

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

Held in common21.8%VT and ALAI

ALAI

Vanguard Total World Stock ETF · $81.8BAlger AI Enablers & Adopters ETF · $2.5B

+22.8%3 years · per year$18,538 · […][…]

+10.4%5 years · per year$16,384 · […][…]

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

1.53%12-mo yield$153 · $133 on $10k1.33%

−9.7%Worst dropSmaller wins−18.3%

14.1%VolatilityLower wins28.7%

4–0VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · ALAI

4.5%NVDA12.9%

3.2%MSFT9.8%

2.0%AMZN5.2%

4.1%AAPL1.4%

Held in common21.8%

End-of-day Nov 4, 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%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 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%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 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

$16,384

ALAI

Alger AI Enablers & Adopters

[…]

MeasureVTALAI

Fee0.06%0.58%

Cost on $10k a year$6$58

Yield1.53%1.33%

5 years, per year+10.4%[…]

3 years, per year+22.8%[…]

Worst drop · 1Y−9.7%−18.3%

Volatility · 1Y14.1%28.7%

4–0measures won
VT first

21.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$189B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VT, ALAI, VEA

Today

23.3%most shared, VT and VEA

VTALAIVEA

VT—21.8%23.3%

ALAI21.8%—0.0%

VEA23.3%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, VEA

VEA$241 − $3 = $238

VT$153 − $6 = $147

ALAI$133 − $58 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee