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$26,892SOXX · 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%0.76%+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

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.1B2.1

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

End-of-day Nov 6, 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 · $9.1B$18,147

AIQ

ALAI

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

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

AIQMeasureALAI

+11.9%Year to dateJan 1 → Nov 6+7.2%

+9.3%1 yearTotal return+3.8%

+29.1%3 years · per year$10,000 became $21,525 · […][…]

+12.7%5 years · per year$10,000 became $18,147 · […][…]

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

0.08%Trailing 12-mo yield$8 · $140 a year on $10k1.40%

−20.2%Worst dropSmaller is better−21.1%

30.2%VolatilityLower is calmer29.6%

AIQALAI 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

AIQ vs ALAI: Top 5 Holdings

Today

AIQ

18.3%in top 5

ALAI

in top 535.9%

AIQStockALAI

not top 5NVDA11.5%

4.3%MSFT10.2%

3.4%AMZN5.4%

not top 5TSM5.0%

3.9%PLTRnot top 5

not top 5GOOG3.8%

3.3%TSLAnot top 5

3.3%AAPLnot top 5

Held in common33.4%

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

AIQ vs ALAI Returns, Every Period

Global XAIQ

+9.3%

past year

ALAIAlger

+3.8%

past year

AIQALAIFaded: behind in that period

2–0AIQ wins

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

AIQ vs ALAI

YTD

Global XAIQ

+11.9%

ALAIAlger

+7.2%

+11.9%Year to date+7.2%

−20.2%Worst drop · 1Y−21.1%

30.2%Volatility · 1Y29.6%

0.1%Yield1.4%

$9.1BAssets$2.1B

2–2level

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

Yields: AIQ, ALAI, SOXX

1.40%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.40%$140

SOXX0.76%$76

AIQ0.08%$8

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

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, ALAI, SOXX

Today

33.4%most shared, AIQ and ALAI

AIQALAISOXX

AIQ—33.4%16.7%

ALAI33.4%—20.2%

SOXX16.7%20.2%—

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

ALAIWorst drop−21.1%29.6% vol

AIQWorst drop−20.2%30.2% 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