ALAI vs FTXL

AALAI

BFTXL

Measures won4–0ALAI wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · FTXL $31,419

Lowest cost0.33%SOXX · $33 on $10k

Most income1.32%ALAI · $132 on $10k

Smallest drop−18.3%ALAI · worst fall in 1Y

Held in common17.2%ALAI and FTXL

ALAI

FTXL

Alger AI Enablers & Adopters ETF · $2.5BFirst Trust Nasdaq Semiconductor ETF · $1.0B

[…]3 years · per year[…] · $33,482+49.6%

[…]5 years · per year[…] · $31,419+25.7%

0.58%Expense ratio$58 · $60 on $10k · lower wins0.60%

1.32%12-mo yield$132 · $8 on $10k0.08%

−18.3%Worst dropSmaller wins−32.6%

28.7%VolatilityLower wins49.3%

4–0ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · FTXL

12.9%NVDA7.7%

3.6%AVGO7.4%

2.7%MU7.7%

2.5%AMD4.5%

Held in common17.2%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
3	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.32%	+2.1%	+13.9%	+8.4%	new	new	−18.3%	$2.5B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
3	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.32%	+2.1%	+13.9%	+8.4%	new	new	−18.3%	$2.5B

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

Cards for this view

ALAI vs FTXL

ALAI

Alger AI Enablers & Adopters

[…]

FTXL

First Trust Nasdaq Semiconductor

$31,419

MeasureALAIFTXL

Fee0.58%0.60%

Cost on $10k a year$58$60

Yield1.32%0.08%

5 years, per year[…]+25.7%

3 years, per year[…]+49.6%

Worst drop · 1Y−18.3%−32.6%

Volatility · 1Y28.7%49.3%

4–0measures won
ALAI first

17.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ALAI, FTXL, SMH, SOXX

Today

77.4%most shared, FTXL and SOXX

ALAIFTXLSMHSOXX

ALAI—17.2%29.2%21.6%

FTXL17.2%—58.7%77.4%

SMH29.2%58.7%—69.0%

SOXX21.6%77.4%69.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, ALAI

ALAI$132 − $58 = $74

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

FTXL$8 − $60 = −$52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee