SMH vs ALAI

ASMH

BALAI

Measures won1–3ALAI wins · of 6 · 3Y

$10,000 · 3Y$33,022SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.40%ALAI · $140 on $10k

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

Held in common24.8%SMH and ALAI

SMH

ALAI

VanEck Semiconductor ETF · $57.7BAlger AI Enablers & Adopters ETF · $2.3B

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

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

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

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

−33.1%Worst dropSmaller wins−21.1%

42.9%VolatilityLower wins29.6%

1–3ALAI wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSMH · ALAI

21.0%NVDA11.5%

9.8%TSM5.0%

5.9%AVGO3.3%

5.0%AMD2.0%

Held in common24.8%

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 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

$33,022

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSMHALAI

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.24%1.40%

5 years, per year+28.4%[…]

3 years, per year+48.9%[…]

Worst drop · 1Y−33.1%−21.1%

Volatility · 1Y42.9%29.6%

3–1measures won
ALAI first

24.8%

holdings shared

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

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

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

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

Overlap: ALAI, WCMI, SMH

Today

24.8%most shared, ALAI and SMH

ALAIWCMISMH

ALAI—2.6%24.8%

WCMI2.6%—0.0%

SMH24.8%0.0%—

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

Income After Fees on $10,000

$82most kept, ALAI

ALAI$140 − $58 = $82

SMH$24 − $35 = −$11

WCMI$58 − $85 = −$27

KeptFee

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