SOXX vs ALAI

ASOXX

BALAI

Measures won1–3ALAI wins · of 6 · 5Y

$10,000 · 5Y$26,093SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income1.43%ALAI · $143 on $10k

Smallest drop−12.5%WCMI · worst fall in 1Y

Held in common20.8%SOXX and ALAI

SOXX

ALAI

iShares Semiconductor ETF · $37.6BAlger AI Enablers & Adopters ETF · $2.3B

+39.8%3 years · per year$27,297 · […][…]

+21.1%5 years · per year$26,093 · […][…]

0.33%Expense ratio$33 · $58 on $10k · lower wins0.58%

0.78%12-mo yield$78 · $143 on $10k1.43%

−39.5%Worst dropSmaller wins−21.1%

49.4%VolatilityLower wins29.5%

1–3ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSOXX · ALAI

8.2%NVDA12.0%

7.9%AVGO3.4%

3.3%TSM5.6%

9.4%AMD2.3%

Held in common20.8%

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 Four

5Y4 funds

#
1	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

All Four

5Y4 funds

#
1	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.3B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

SOXX vs ALAI

SOXX

iShares Semiconductor

$26,093

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSOXXALAI

Fee0.33%0.58%

Cost on $10k a year$33$58

Yield0.78%1.43%

5 years, per year+21.1%[…]

3 years, per year+39.8%[…]

Worst drop · 1Y−39.5%−21.1%

Volatility · 1Y49.4%29.5%

3–1measures won
ALAI first

20.8%

holdings shared

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

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

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

Overlap: ALAI, WCMI, DRAM, SOXX

Today

20.8%most shared, ALAI and SOXX

ALAIWCMIDRAMSOXX

ALAI—2.9%6.5%20.8%

WCMI2.9%—4.9%0.0%

DRAM6.5%4.9%—3.2%

SOXX20.8%0.0%3.2%—

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

Income After Fees on $10,000

$85most kept, ALAI

ALAI$143 − $58 = $85

SOXX$78 − $33 = $45

WCMI$59 − $85 = −$26

DRAM$0 − $65 = −$65

KeptFee

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