ALAI vs AIQ

AALAI

BAIQ

Measures won3–1ALAI 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%ALAI and AIQ

ALAI

AIQ

Alger AI Enablers & Adopters ETF · $2.4BGlobal X - Artificial Intelligence & Technology ETF · $9.6B

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

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

0.58%Expense ratio$58 · $68 on $10k · lower wins0.68%

1.43%12-mo yield$143 · $8 on $10k0.08%

−21.1%Worst dropSmaller wins−20.2%

29.5%VolatilityLower wins30.2%

3–1ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · AIQ

10.2%MSFT4.3%

5.3%AMZN3.3%

3.7%META3.0%

12.0%NVDA2.8%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BAIQ	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	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BAIQ	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	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B

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

ALAI vs AIQ

ALAI

Alger AI Enablers & Adopters

[…]

AIQ

Global X - Artificial Intelligence & Technology

$17,911

MeasureALAIAIQ

Fee0.58%0.68%

Cost on $10k a year$58$68

Yield1.43%0.08%

5 years, per year[…]+12.4%

3 years, per year[…]+29.2%

Worst drop · 1Y−21.1%−20.2%

Volatility · 1Y29.5%30.2%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ALAI, AIQ, SMH

Today

34.7%most shared, ALAI and AIQ

ALAIAIQSMH

ALAI—34.7%27.0%

AIQ34.7%—19.6%

SMH27.0%19.6%—

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

AIQ$8 − $68 = −$60

KeptFee

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