ALAI vs VCR

AALAI

BVCR

Measures won1–3VCR wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · VCR $12,757

Lowest cost0.09%VCR · $9 on $10k

Most income1.33%ALAI · $133 on $10k

Smallest drop−15.6%VCR · worst fall in 1Y

Held in common9.0%ALAI and VCR

ALAI

VCR

Alger AI Enablers & Adopters ETF · $2.4BVanguard Consumer Discretionary ETF · $5.6B

[…]3 years · per year[…] · $16,499+18.2%

[…]5 years · per year[…] · $12,757+5.0%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

1.33%12-mo yield$133 · $73 on $10k0.73%

−18.3%Worst dropSmaller wins−15.6%

28.7%VolatilityLower wins19.5%

1–3VCR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · VCR

5.2%AMZN23.0%

3.2%TSLA15.9%

0.4%ABNB1.1%

0.2%WRBY0.1%

Held in common9.0%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVCR	Vanguard Consumer Discretionary ETFRead Desk	0.09%	0.73%	+4.2%	+4.3%	+3.0%	+18.2%	+5.0%	−15.6%	$5.6B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.4B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVCR	Vanguard Consumer Discretionary ETFRead Desk	0.09%	0.73%	+4.2%	+4.3%	+3.0%	+18.2%	+5.0%	−15.6%	$5.6B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs VCR

ALAI

Alger AI Enablers & Adopters

[…]

VCR

Vanguard Consumer Discretionary

$12,757

MeasureALAIVCR

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield1.33%0.73%

5 years, per year[…]+5.0%

3 years, per year[…]+18.2%

Worst drop · 1Y−18.3%−15.6%

Volatility · 1Y28.7%19.5%

3–1measures won
VCR first

9.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ALAI, VCR, SMH

Today

29.2%most shared, ALAI and SMH

ALAIVCRSMH

ALAI—9.0%29.2%

VCR9.0%—0.0%

SMH29.2%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, ALAI

ALAI$133 − $58 = $75

VCR$73 − $9 = $64

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee