ALAI vs JEPQ

AALAI

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common40.5%ALAI and JEPQ

ALAI

JEPQ

Alger AI Enablers & Adopters ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

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

1.43%12-mo yield$143 · $1,217 on $10k12.17%

−21.1%Worst dropSmaller wins−8.8%

29.5%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · JEPQ

12.0%NVDA6.8%

10.2%MSFT6.0%

5.3%AMZN4.2%

3.6%GOOG4.2%

Held in common40.5%

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	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

ALAI

Alger AI Enablers & Adopters

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureALAIJEPQ

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.43%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−21.1%−8.8%

Volatility · 1Y29.5%15.5%

4–0measures won
JEPQ first

40.5%

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, JEPQ, SMH

Today

40.5%most shared, ALAI and JEPQ

ALAIJEPQSMH

ALAI—40.5%27.0%

JEPQ40.5%—24.9%

SMH27.0%24.9%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

KeptFee

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