ALAI vs SMH

AALAI

BSMH

Measures won3–1ALAI wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.03%IVV · $3 on $10k

Most income1.40%ALAI · $140 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common24.8%ALAI and SMH

ALAI

SMH

Alger AI Enablers & Adopters ETF · $2.3BVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

1.40%12-mo yield$140 · $24 on $10k0.24%

−21.1%Worst dropSmaller wins−33.1%

29.6%VolatilityLower wins42.9%

3–1ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · SMH

11.5%NVDA21.0%

5.0%TSM9.8%

3.3%AVGO5.9%

2.0%AMD5.0%

Held in common24.8%

End-of-day Nov 6, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs SMH

ALAI

Alger AI Enablers & Adopters

[…]

SMH

VanEck Semiconductor

$34,950

MeasureALAISMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.40%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y−21.1%−33.1%

Volatility · 1Y29.6%42.9%

3–1measures won
ALAI first

24.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: ALAI, SMH, IVV, PAVE

Today

34.0%most shared, ALAI and IVV

ALAISMHIVVPAVE

ALAI—24.8%34.0%1.1%

SMH24.8%—14.5%0.0%

IVV34.0%14.5%—2.6%

PAVE1.1%0.0%2.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ALAI$140 − $58 = $82

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee