ALAI vs BCUS
Alger AI Enablers & Adopters ETF vs Bancreek US Large Cap ETF
Which is better, ALAI or BCUS?
ALAI has been ahead.
ALAI has a lower expense ratio. ALAI led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ALAI | BCUS |
|---|---|---|
| Expense Ratio | 0.58%Best | 0.70% |
| AUM | $1.6B | $149M |
| Dividend Yield | 1.16% | 0.10% |
| Holdings | 72 | 62 |
| YTD Return | +23.19%Best | +2.72% |
| 1Y Return | +22.58%Best | +2.65% |
| Volatility (annualized) | 25.4% | 11.9%Best |
| Max Drawdown | -29.4% | -18.2%Best |
| $10,000 over 2.5 years | $22,583Best | $11,661 |
| Fund Family | Alger | Bancreek Capital Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 4, 2024 | Dec 20, 2023 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 5, 2024 to Oct 14, 2026 (2.5 years).
ALAI vs BCUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
ALAI vs BCUS Performance
Alger AI Enablers & Adopters ETF (ALAI) is an ETF from Alger and Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors. Over the past year ALAI returned +22.58% while BCUS returned +2.65%. Year to date, ALAI is up 23.19% versus a gain of 2.72% for BCUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ALAI has been the more volatile fund, with annualized monthly volatility of 25.4% compared with 11.9% for BCUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.4% for ALAI and -18.2% for BCUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ALAI charges 0.58% per year while BCUS charges 0.70%. On a $10,000 position that is $58 vs $70 annually, a gap of $12 per year that compounds over a long holding period. On income, ALAI currently yields 1.16% against 0.10% for BCUS.
Holdings Overlap
We hold position weights for 1 holding in ALAI and 30 in BCUS, totalling 2.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in ALAI and 30 in BCUS, against full books of 72 and 62.
You are not choosing between two funds in isolation.
Whichever of ALAI and BCUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ALAI or BCUS?
ALAI has an expense ratio of 0.58% while BCUS charges 0.70%. ALAI is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, ALAI or BCUS?
Over the past year ALAI returned +22.58% vs +2.65% for BCUS, so ALAI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ALAI or BCUS?
ALAI has been the more volatile fund at 25.4% annualized versus 11.9% for BCUS. Worst drawdown: ALAI -29.4% vs BCUS -18.2%.
Should I hold both ALAI and BCUS?
ALAI and BCUS have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ALAI or BCUS?
ALAI yields 1.16% while BCUS yields 0.10%, so ALAI currently pays the higher dividend yield.
Is BCUS better than ALAI?
ALAI has a lower expense ratio. ALAI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.