SOXX vs ALAI

ASOXX

BALAI

Measures won1–3ALAI wins · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · IGV $11,584

Lowest cost0.33%SOXX · $33 on $10k

Most income1.34%ALAI · $134 on $10k

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

Held in common21.6%SOXX and ALAI

SOXX

ALAI

iShares Semiconductor ETF · $39.1BAlger AI Enablers & Adopters ETF · $2.1B

+42.6%3 years · per year$29,015 · […][…]

+23.3%5 years · per year$28,442 · […][…]

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

0.71%12-mo yield$71 · $134 on $10k1.34%

−39.5%Worst dropSmaller wins−21.1%

49.8%VolatilityLower wins29.7%

1–3ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSOXX · ALAI

8.4%NVDA11.5%

3.4%TSM5.2%

7.9%AVGO3.2%

9.5%AMD2.8%

Held in common21.6%

End-of-day Nov 9, 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%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 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%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 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

$28,442

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSOXXALAI

Fee0.33%0.58%

Cost on $10k a year$33$58

Yield0.71%1.34%

5 years, per year+23.3%[…]

3 years, per year+42.6%[…]

Worst drop · 1Y−39.5%−21.1%

Volatility · 1Y49.8%29.7%

3–1measures won
ALAI first

21.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ALAI, WCMI, IGV, SOXX

Today

21.6%most shared, ALAI and SOXX

ALAIWCMIIGVSOXX

ALAI—3.0%13.7%21.6%

WCMI3.0%—0.0%0.0%

IGV13.7%0.0%—0.0%

SOXX21.6%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

SOXX$71 − $33 = $38

WCMI$57 − $85 = −$28

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee