ALAI vs SMH

AALAI

BSMH

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$13,926SMH · WCMI $11,223

Lowest cost0.35%SMH · $35 on $10k

Most income1.34%ALAI · $134 on $10k

Smallest drop−12.5%WCMI · worst fall in 1Y

Held in common26.1%ALAI and SMH

ALAI

SMH

Alger AI Enablers & Adopters ETF · $2.1BVanEck Semiconductor ETF · $60.7B

+11.7%Year to dateJan 1 → Nov 9+35.3%

+11.0%1 yearTotal return+39.3%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.34%12-mo yield$134 · $23 on $10k0.23%

−21.1%Worst dropSmaller wins−33.1%

29.7%VolatilityLower wins43.1%

3–3Level

$10,000 · 1 yearAll four, one scale

Shared top holdingsALAI · SMH

11.5%NVDA20.7%

5.2%TSM10.0%

3.2%AVGO5.7%

2.8%AMD5.4%

Held in common26.1%

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

1Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

1Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs SMH

ALAI

Alger AI Enablers & Adopters

$11,098

SMH

VanEck Semiconductor

$13,926

MeasureALAISMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.34%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−21.1%−33.1%

Volatility · 1Y29.7%43.1%

3–1measures won
ALAI first

26.1%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ALAI, WCMI, SMH, IGV

Today

26.1%most shared, ALAI and SMH

ALAIWCMISMHIGV

ALAI—3.0%26.1%13.7%

WCMI3.0%—0.0%0.0%

SMH26.1%0.0%—4.8%

IGV13.7%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

SMH$23 − $35 = −$12

WCMI$57 − $85 = −$28

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee