ALAI vs PSTR
Alger AI Enablers & Adopters ETF vs PeakShares Sector Rotation ETF
Which is better, ALAI or PSTR?
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 | PSTR |
|---|---|---|
| Expense Ratio | 0.58%Best | 1.06% |
| AUM | $1.6B | $67M |
| Dividend Yield | 1.16% | 4.95% |
| Holdings | 72 | 340 |
| YTD Return | +23.19%Best | +12.31% |
| 1Y Return | +22.58%Best | +15.84% |
| Volatility (annualized) | 25.4% | 7.8%Best |
| Max Drawdown | -29.4% | -13.7%Best |
| $10,000 over 2.5 years | $24,462Best | $14,552 |
| Fund Family | Alger | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 4, 2024 | Apr 30, 2024 |
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 30, 2024 to Oct 14, 2026 (2.5 years).
ALAI vs PSTR 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 PSTR Performance
Alger AI Enablers & Adopters ETF (ALAI) is an ETF from Alger and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year ALAI returned +22.58% while PSTR returned +15.84%. Year to date, ALAI is up 23.19% versus a gain of 12.31% for PSTR.
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 7.8% for PSTR. 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 -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ALAI charges 0.58% per year while PSTR charges 1.06%. On a $10,000 position that is $58 vs $106 annually, a gap of $48 per year that compounds over a long holding period. On income, ALAI currently yields 1.16% against 4.95% for PSTR.
Holdings Overlap
At least 0.4% of PSTR's money is in holdings ALAI also owns.
Stated as a floor: for ALAI, our book for it covers 2.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 1 positions we hold weights for in ALAI and 101 in PSTR, against full books of 72 and 340.
Top Shared Holdings
| Stock | Weight in ALAI | Weight in PSTR | Difference |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | 2.21% | 0.37% | 1.84% |
You are not choosing between two funds in isolation.
Whichever of ALAI and PSTR 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 PSTR?
ALAI has an expense ratio of 0.58% while PSTR charges 1.06%. ALAI is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, ALAI or PSTR?
Over the past year ALAI returned +22.58% vs +15.84% for PSTR, 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 PSTR?
ALAI has been the more volatile fund at 25.4% annualized versus 7.8% for PSTR. Worst drawdown: ALAI -29.4% vs PSTR -13.7%.
Should I hold both ALAI and PSTR?
ALAI and PSTR have a monthly-return correlation of 0.65, 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 PSTR?
ALAI yields 1.16% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR 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.