Compare · 4 funds side by side · dividends reinvested

ALAI, WCMI, PAVE and SMH

ALAIAlger×WCMIFirst Trust×PAVEGlobal X×SMHVanEck×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$33,815SMH · best of the four

02 / 04

ALAI, WCMI, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B2.7

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.34%+11.7%+11.0%[…][…]−21.1%29.7%$1.6B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ALAI 2024 · WCMI 2020 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

PAVE

ALAI

Alger AI Enablers & Adopters ETF · $1.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

PAVEMeasureALAI

+11.8%Year to dateJan 1 → Nov 9+11.7%

+12.8%1 yearTotal return+11.0%

+22.3%3 years · per year$10,000 became $18,295 · […][…]

+14.7%5 years · per year$10,000 became $19,862 · […][…]

0.47%Expense ratio$47 · $58 a year on $10k · lower is better0.58%

0.81%Trailing 12-mo yield$81 · $134 a year on $10k1.34%

−15.3%Worst dropSmaller is better−21.1%

21.9%VolatilityLower is calmer29.7%

PAVEALAI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1PAVE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAVE vs ALAI: Top 5 Holdings

Today

PAVE

18.2%in top 5

ALAI

in top 535.6%

PAVEStockALAI

not top 5NVDA11.5%

not top 5MSFT9.9%

not top 5AMZN5.2%

not top 5TSM5.2%

3.9%FASTnot top 5

3.8%EMRnot top 5

3.7%DEnot top 5

not top 5GOOG3.7%

3.5%NUEnot top 5

3.3%CRHnot top 5

Held in common1.2%

End-of-day Nov 9, 2026 · share of each fund

PAVE vs ALAI Returns, Every Period

Global XPAVE

+12.8%

past year

ALAIAlger

+11.0%

past year

PAVEALAIFaded: behind in that period

2–0PAVE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PAVE vs ALAI

YTD

Global XPAVE

+11.8%

ALAIAlger

+11.7%

+11.8%Year to date+11.7%

−15.3%Worst drop · 1Y−21.1%

21.9%Volatility · 1Y29.7%

0.8%Yield1.3%

$13.0BAssets$1.6B

3–1PAVE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALAI, WCMI, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

ALAI0.58%$58

WCMI0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ALAI, WCMI, PAVE, SMH

1.34%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.34%$134

PAVE0.81%$81

WCMI0.57%$57

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ALAI, WCMI, PAVE, SMH

Today

26.1%most shared, ALAI and SMH

ALAIWCMIPAVESMH

ALAI—3.0%1.2%26.1%

WCMI3.0%—0.0%0.0%

PAVE1.2%0.0%—0.0%

SMH26.1%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

WCMIWorst drop−12.5%20.9% vol

PAVEWorst drop−15.3%21.9% vol

ALAIWorst drop−21.1%29.7% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALAISMH

+11.7%Year to date+35.3%

1.3%Yield0.2%

+11.0%Past year+39.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026