ALAI vs JEPI

AALAI

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common15.9%ALAI and JEPI

ALAI

JEPI

Alger AI Enablers & Adopters ETF · $2.3BJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.43%12-mo yield$143 · $809 on $10k8.09%

−21.1%Worst dropSmaller wins−6.7%

29.5%VolatilityLower wins8.8%

0–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · JEPI

10.2%MSFT2.0%

5.3%AMZN1.9%

3.7%META1.7%

12.0%NVDA1.7%

Held in common15.9%

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%	$57.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	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 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%	$57.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	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 JEPI

ALAI

Alger AI Enablers & Adopters

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureALAIJEPI

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.43%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−21.1%−6.7%

Volatility · 1Y29.5%8.8%

4–0measures won
JEPI first

15.9%

holdings shared

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

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

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

Overlap: ALAI, JEPI, SMH

Today

27.0%most shared, ALAI and SMH

ALAIJEPISMH

ALAI—15.9%27.0%

JEPI15.9%—7.3%

SMH27.0%7.3%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

KeptFee

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