ALAI vs ITA

AALAI

BITA

Measures won1–3ITA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ITA $20,368

Lowest cost0.35%SMH · $35 on $10k

Most income1.43%ALAI · $143 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common0.6%ALAI and ITA

ALAI

ITA

Alger AI Enablers & Adopters ETF · $2.3BiShares U.S. Aerospace & Defense ETF · $11.6B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $20,368+15.3%

0.58%Expense ratio$58 · $37 on $10k · lower wins0.37%

1.43%12-mo yield$143 · $58 on $10k0.58%

−21.1%Worst dropSmaller wins−20.0%

29.5%VolatilityLower wins23.7%

1–3ITA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · ITA

0.6%FTAI1.4%

Held in common0.6%

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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	AALAI	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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	AALAI	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

ALAI vs ITA

ALAI

Alger AI Enablers & Adopters

[…]

ITA

iShares U.S. Aerospace & Defense

$20,368

MeasureALAIITA

Fee0.58%0.37%

Cost on $10k a year$58$37

Yield1.43%0.58%

5 years, per year[…]+15.3%

3 years, per year[…]+23.8%

Worst drop · 1Y−21.1%−20.0%

Volatility · 1Y29.5%23.7%

3–1measures won
ITA first

0.6%

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: ALAI, ITA, SMH, CIBR

Today

27.0%most shared, ALAI and SMH

ALAIITASMHCIBR

ALAI—0.6%27.0%8.8%

ITA0.6%—0.0%0.0%

SMH27.0%0.0%—5.8%

CIBR8.8%0.0%5.8%—

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

ITA$58 − $37 = $21

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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