Compare · 3 funds side by side · dividends reinvested

AIQ, ALAI and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

AIQ, ALAI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.6

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.43%+4.9%+2.3%[…][…]−21.1%29.5%$2.3B2.0

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+10.4%+9.0%+29.2%+12.4%−20.2%30.2%$9.6B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIQ 2018 · ALAI 2024 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.6B$17,911

AIQ

ALAI

Alger AI Enablers & Adopters ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested · they hold 34.7% in common

AIQMeasureALAI

+10.4%Year to dateJan 1 → Nov 5+4.9%

+9.0%1 yearTotal return+2.3%

+29.2%3 years · per year$10,000 became $21,555 · […][…]

+12.4%5 years · per year$10,000 became $17,911 · […][…]

0.68%Expense ratio$68 · $58 a year on $10k · lower is better0.58%

0.08%Trailing 12-mo yield$8 · $143 a year on $10k1.43%

−20.2%Worst dropSmaller is better−21.1%

30.2%VolatilityLower is calmer29.5%

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

3–3Level

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

More Ways to See the Pairs

AIQ vs ALAI: Top 5 Holdings

Today

AIQ

18.6%in top 5

ALAI

in top 536.9%

AIQStockALAI

not top 5NVDA12.0%

4.3%MSFT10.2%

not top 5TSM5.6%

3.3%AMZN5.3%

4.1%PLTRnot top 5

not top 5META3.7%

3.5%TSLAnot top 5

3.4%SPCXnot top 5

Held in common34.7%

End-of-day Nov 5, 2026 · share of each fund

AIQ vs ALAI Returns, Every Period

Global XAIQ

+9.0%

past year

ALAIAlger

+2.3%

past year

AIQALAIFaded: behind in that period

2–0AIQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AIQ vs ALAI

YTD

Global XAIQ

+10.4%

ALAIAlger

+4.9%

+10.4%Year to date+4.9%

−20.2%Worst drop · 1Y−21.1%

30.2%Volatility · 1Y29.5%

0.1%Yield1.4%

$9.6BAssets$2.3B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, ALAI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ALAI0.58%$58

AIQ0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIQ, ALAI, SOXX

1.43%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.43%$143

SOXX0.78%$78

AIQ0.08%$8

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$85most kept, ALAI

ALAI$143 − $58 = $85

SOXX$78 − $33 = $45

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIQ, ALAI, SOXX

Today

34.7%most shared, AIQ and ALAI

AIQALAISOXX

AIQ—34.7%18.0%

ALAI34.7%—20.8%

SOXX18.0%20.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

ALAIWorst drop−21.1%29.5% vol

AIQWorst drop−20.2%30.2% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALAISOXX

+4.9%Year to date+31.6%

1.4%Yield0.8%

+2.3%Past year+34.0%

0.58%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026