WCMI vs ALAI

AWCMI

BALAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · PAVE $19,175

Lowest cost0.33%SOXX · $33 on $10k

Most income1.40%ALAI · $140 on $10k

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

Held in common2.6%WCMI and ALAI

WCMI

ALAI

First Trust WCM International Equity ETF · $2.1BAlger AI Enablers & Adopters ETF · $2.1B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $58 on $10k · lower wins0.58%

0.58%12-mo yield$58 · $140 on $10k1.40%

−12.5%Worst dropSmaller wins−21.1%

20.8%VolatilityLower wins29.6%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWCMI · ALAI

2.9%NBIS2.5%

1.2%BABA0.2%

Held in common2.6%

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
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%	$13.0B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.1B
4	AWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
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%	$13.0B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.1B
4	AWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

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

WCMI vs ALAI

WCMI

First Trust WCM International Equity

[…]

ALAI

Alger AI Enablers & Adopters

[…]

MeasureWCMIALAI

Fee0.85%0.58%

Cost on $10k a year$85$58

Yield0.58%1.40%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−12.5%−21.1%

Volatility · 1Y20.8%29.6%

2–2measures won
level

2.6%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ALAI, WCMI, PAVE, SOXX

Today

20.2%most shared, ALAI and SOXX

ALAIWCMIPAVESOXX

ALAI—2.6%1.1%20.2%

WCMI2.6%—0.0%0.0%

PAVE1.1%0.0%—0.0%

SOXX20.2%0.0%0.0%—

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

Income After Fees on $10,000

$82most kept, ALAI

ALAI$140 − $58 = $82

SOXX$76 − $33 = $43

PAVE$84 − $47 = $37

WCMI$58 − $85 = −$27

KeptFee

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