Compare · 4 funds side by side · dividends reinvested

ALAI, SCHD, VYM and SMH

ALAIAlger×SCHDSchwab×VYMVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

ALAI, SCHD, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.6

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.43%+4.9%+2.3%[…][…]−21.1%29.5%$2.3B3.5

Rank among the four1st → 4thFee, 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: ALAI 2024 · SCHD 2011 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ALAI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

ALAIMeasureSCHD

+4.9%Year to dateJan 1 → Nov 5+32.3%

+2.3%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

1.43%Trailing 12-mo yield$143 · $298 a year on $10k2.98%

−21.1%Worst dropSmaller is better−6.9%

29.5%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

ALAI vs SCHD: Top 5 Holdings

Today

ALAI

36.9%in top 5

SCHD

in top 521.7%

ALAIStockSCHD

12.0%NVDAnot top 5

10.2%MSFTnot top 5

5.6%TSMnot top 5

5.3%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%METAnot top 5

Held in common0.6%

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

ALAI vs SCHD Returns, Every Period

AlgerALAI

+2.3%

past year

SCHDSchwab

+38.7%

past year

ALAISCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: ALAI vs SCHD

YTD

AlgerALAI

+4.9%

SCHDSchwab

+32.3%

+4.9%Year to date+32.3%

−21.1%Worst drop · 1Y−6.9%

29.5%Volatility · 1Y11.7%

1.4%Yield3.0%

$2.3BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ALAI, SCHD, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SMH0.35%$35

ALAI0.58%$58

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

Yields: ALAI, SCHD, VYM, SMH

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VYM2.30%$230

ALAI1.43%$143

SMH0.25%$25

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

KeptFee

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

Overlap: ALAI, SCHD, VYM, SMH

Today

27.0%most shared, ALAI and SMH

ALAISCHDVYMSMH

ALAI—0.6%4.4%27.0%

SCHD0.6%—21.9%8.6%

VYM4.4%21.9%—9.0%

SMH27.0%8.6%9.0%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

ALAIWorst drop−21.1%29.5% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

SCHDSMH

+32.3%Year to date+24.3%

3.0%Yield0.2%

+38.7%Past year+27.3%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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

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