AIQ vs ALAI

AAIQ

BALAI

Measures won1–3ALAI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AIQ $17,911

Lowest cost0.35%SMH · $35 on $10k

Most income1.43%ALAI · $143 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common34.7%AIQ and ALAI

AIQ

ALAI

Global X - Artificial Intelligence & Technology ETF · $9.6BAlger AI Enablers & Adopters ETF · $2.3B

+29.2%3 years · per year$21,555 · […][…]

+12.4%5 years · per year$17,911 · […][…]

0.68%Expense ratio$68 · $58 on $10k · lower wins0.58%

0.08%12-mo yield$8 · $143 on $10k1.43%

−20.2%Worst dropSmaller wins−21.1%

30.2%VolatilityLower wins29.5%

1–3ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIQ · ALAI

4.3%MSFT10.2%

3.3%AMZN5.3%

3.0%META3.7%

2.8%NVDA12.0%

Held in common34.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B

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

Cards for this view

AIQ vs ALAI

AIQ

Global X - Artificial Intelligence & Technology

$17,911

ALAI

Alger AI Enablers & Adopters

[…]

MeasureAIQALAI

Fee0.68%0.58%

Cost on $10k a year$68$58

Yield0.08%1.43%

5 years, per year+12.4%[…]

3 years, per year+29.2%[…]

Worst drop · 1Y−20.2%−21.1%

Volatility · 1Y30.2%29.5%

3–1measures won
ALAI first

34.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: AIQ, ALAI, SMH, IGV

Today

34.7%most shared, AIQ and ALAI

AIQALAISMHIGV

AIQ—34.7%19.6%19.8%

ALAI34.7%—27.0%12.8%

SMH19.6%27.0%—4.6%

IGV19.8%12.8%4.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, ALAI

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

AIQ$8 − $68 = −$60

KeptFee

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