SMH vs ALAI

ASMH

BALAI

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%SMH and ALAI

SMH

ALAI

VanEck Semiconductor ETF · $60.7BAlger AI Enablers & Adopters ETF · $2.1B

+35.3%Year to dateJan 1 → Nov 9+11.7%

+39.3%1 yearTotal return+11.0%

0.35%Expense ratio$35 · $58 on $10k · lower wins0.58%

0.23%12-mo yield$23 · $134 on $10k1.34%

−33.1%Worst dropSmaller wins−21.1%

43.1%VolatilityLower wins29.7%

3–3Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsSMH · ALAI

20.7%NVDA11.5%

10.0%TSM5.2%

5.7%AVGO3.2%

5.4%AMD2.8%

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 Three

1Y3 funds

#
1	ASMH	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	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

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

All Three

1Y3 funds

#
1	ASMH	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	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

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

SMH vs ALAI

SMH

VanEck Semiconductor

$13,926

ALAI

Alger AI Enablers & Adopters

$11,098

MeasureSMHALAI

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.23%1.34%

5 years, per year+29.4%[…]

3 years, per year+50.1%[…]

Worst drop · 1Y−33.1%−21.1%

Volatility · 1Y43.1%29.7%

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

Today

26.1%most shared, ALAI and SMH

ALAIWCMISMH

ALAI—3.0%26.1%

WCMI3.0%—0.0%

SMH26.1%0.0%—

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

KeptFee

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