ALAI vs SOXX

AALAI

BSOXX

Measures won3–1ALAI wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common20.2%ALAI and SOXX

ALAI

SOXX

Alger AI Enablers & Adopters ETF · $2.3BiShares Semiconductor ETF · $37.6B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

1.40%12-mo yield$140 · $76 on $10k0.76%

−21.1%Worst dropSmaller wins−39.5%

29.6%VolatilityLower wins49.4%

3–1ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SOXX

11.5%NVDA8.5%

5.0%TSM3.4%

3.3%AVGO8.1%

2.0%AMD8.9%

Held in common20.2%

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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	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 SOXX

ALAI

Alger AI Enablers & Adopters

[…]

SOXX

iShares Semiconductor

$26,892

MeasureALAISOXX

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield1.40%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−21.1%−39.5%

Volatility · 1Y29.6%49.4%

3–1measures won
ALAI first

20.2%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ALAI, SOXX, VEA

Today

20.2%most shared, ALAI and SOXX

ALAISOXXVEA

ALAI—20.2%0.0%

SOXX20.2%—0.0%

VEA0.0%0.0%—

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

ALAI$140 − $58 = $82

SOXX$76 − $33 = $43

KeptFee

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