Compare · 3 funds side by side · dividends reinvested

ALAI, WCMI and SOXX

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$27,604SOXX · best of the three

02 / 04

ALAI, WCMI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.6

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.40%+7.2%+3.8%[…][…]−21.1%29.6%$2.1B2.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$2.1B2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ALAI 2024 · WCMI 2020 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alger AI Enablers & Adopters ETF · $2.1B[…]

ALAI

SOXX

iShares Semiconductor ETF · $39.1B$26,892

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

ALAIMeasureSOXX

+7.2%Year to dateJan 1 → Nov 6+36.2%

+3.8%1 yearTotal return+34.5%

[…]3 years · per year$10,000 became […] · $27,604+40.3%

[…]5 years · per year$10,000 became […] · $26,892+21.9%

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

1.40%Trailing 12-mo yield$140 · $76 a year on $10k0.76%

−21.1%Worst dropSmaller is better−39.5%

29.6%VolatilityLower is calmer49.4%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALAI vs SOXX: Top 5 Holdings

Today

ALAI

35.9%in top 5

SOXX

in top 538.6%

ALAIStockSOXX

11.5%NVDA8.5%

10.2%MSFTnot top 5

not top 5AMD8.9%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

5.4%AMZNnot top 5

5.0%TSMnot top 5

3.8%GOOGnot top 5

Held in common20.2%

End-of-day Nov 6, 2026 · share of each fund

ALAI vs SOXX Returns, Every Period

AlgerALAI

+3.8%

past year

SOXXiShares

+34.5%

past year

ALAISOXXFaded: behind in that period

0–2SOXX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ALAI vs SOXX

YTD

AlgerALAI

+7.2%

SOXXiShares

+36.2%

+7.2%Year to date+36.2%

−21.1%Worst drop · 1Y−39.5%

29.6%Volatility · 1Y49.4%

1.4%Yield0.8%

$2.1BAssets$39.1B

3–1ALAI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALAI, WCMI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ALAI0.58%$58

WCMI0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALAI, WCMI, SOXX

1.40%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.40%$140

SOXX0.76%$76

WCMI0.58%$58

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, ALAI

ALAI$140 − $58 = $82

SOXX$76 − $33 = $43

WCMI$58 − $85 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ALAI, WCMI, SOXX

Today

20.2%most shared, ALAI and SOXX

ALAIWCMISOXX

ALAI—2.6%20.2%

WCMI2.6%—0.0%

SOXX20.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

WCMIWorst drop−12.5%20.8% vol

ALAIWorst drop−21.1%29.6% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALAISOXX

+7.2%Year to date+36.2%

1.4%Yield0.8%

+3.8%Past year+34.5%

0.58%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026