Compare · 3 funds side by side · dividends reinvested

ALAI, SMH and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

ALAI, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.1

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.40%+7.2%+3.8%[…][…]−21.1%29.6%$2.3B2.5

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 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$34,950

SMH

ALAI

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

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

SMHMeasureALAI

+28.8%Year to dateJan 1 → Nov 6+7.2%

+29.5%1 yearTotal return+3.8%

+48.9%3 years · per year$10,000 became $33,022 · […][…]

+28.4%5 years · per year$10,000 became $34,950 · […][…]

0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%

0.24%Trailing 12-mo yield$24 · $140 a year on $10k1.40%

−33.1%Worst dropSmaller is better−21.1%

42.9%VolatilityLower is calmer29.6%

SMHALAI 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

SMH vs ALAI: Top 5 Holdings

Today

SMH

47.8%in top 5

ALAI

in top 535.9%

SMHStockALAI

21.0%NVDA11.5%

not top 5MSFT10.2%

9.8%TSM5.0%

6.2%TXNnot top 5

5.9%AVGOnot top 5

not top 5AMZN5.4%

5.0%ADInot top 5

not top 5GOOG3.8%

Held in common24.8%

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

SMH vs ALAI Returns, Every Period

VanEckSMH

+29.5%

past year

ALAIAlger

+3.8%

past year

SMHALAIFaded: behind in that period

2–0SMH wins

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

Thematic vs Income: SMH vs SCHD

YTD

VanEckSMH

+28.8%

SCHDSchwab

+31.4%

+28.8%Year to date+31.4%

−33.1%Worst drop · 1Y−6.9%

42.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$57.7BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ALAI, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

ALAI0.58%$58

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

Yields: ALAI, SMH, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

ALAI1.40%$140

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ALAI$140 − $58 = $82

SMH$24 − $35 = −$11

KeptFee

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

Overlap: ALAI, SMH, SCHD

Today

24.8%most shared, ALAI and SMH

ALAISMHSCHD

ALAI—24.8%0.6%

SMH24.8%—7.9%

SCHD0.6%7.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ALAIWorst drop−21.1%29.6% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

SCHDSMH

+31.4%Year to date+28.8%

3.0%Yield0.2%

+37.0%Past year+29.5%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026