Compare · 3 funds side by side · dividends reinvested

SOXX, ALAI and SMH

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

02 / 04

SOXX, ALAI and SMH, 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%$37.6B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

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

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: SOXX 2001 · ALAI 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,093

SOXX

ALAI

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

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

SOXXMeasureALAI

+31.6%Year to dateJan 1 → Nov 5+4.9%

+34.0%1 yearTotal return+2.3%

+39.8%3 years · per year$10,000 became $27,297 · […][…]

+21.1%5 years · per year$10,000 became $26,093 · […][…]

0.33%Expense ratio$33 · $58 a year on $10k · lower is better0.58%

0.78%Trailing 12-mo yield$78 · $143 a year on $10k1.43%

−39.5%Worst dropSmaller is better−21.1%

49.4%VolatilityLower is calmer29.5%

SOXXALAI 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

SOXX vs ALAI: Top 5 Holdings

Today

SOXX

38.8%in top 5

ALAI

in top 536.9%

SOXXStockALAI

8.2%NVDA12.0%

not top 5MSFT10.2%

9.4%AMDnot top 5

7.9%AVGOnot top 5

7.5%MUnot top 5

5.9%INTCnot top 5

not top 5TSM5.6%

not top 5AMZN5.3%

not top 5META3.7%

Held in common20.8%

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

SOXX vs ALAI Returns, Every Period

iSharesSOXX

+34.0%

past year

ALAIAlger

+2.3%

past year

SOXXALAIFaded: behind in that period

2–0SOXX wins

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

SOXX vs ALAI

YTD

iSharesSOXX

+31.6%

ALAIAlger

+4.9%

+31.6%Year to date+4.9%

−39.5%Worst drop · 1Y−21.1%

49.4%Volatility · 1Y29.5%

0.8%Yield1.4%

$37.6BAssets$2.3B

3–1ALAI wins

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

Cost, Income and Risk

Fees: SOXX, ALAI, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

ALAI0.58%$58

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

Yields: SOXX, ALAI, SMH

1.43%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.43%$143

SOXX0.78%$78

SMH0.25%$25

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

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SOXX, ALAI, SMH

Today

69.8%most shared, SOXX and SMH

SOXXALAISMH

SOXX—20.8%69.8%

ALAI20.8%—27.0%

SMH69.8%27.0%—

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

SMHWorst drop−33.1%42.8% 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026