ALAI vs SMH

AALAI

BSMH

Measures won3–1ALAI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.43%ALAI · $143 on $10k

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

Held in common27.0%ALAI and SMH

ALAI

SMH

Alger AI Enablers & Adopters ETF · $2.4BVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.43%12-mo yield$143 · $25 on $10k0.25%

−21.1%Worst dropSmaller wins−33.1%

29.5%VolatilityLower wins42.8%

3–1ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · SMH

12.0%NVDA20.5%

5.6%TSM9.7%

3.4%AVGO5.8%

2.3%AMD5.4%

Held in common27.0%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
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	[…]	$17.6B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
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	[…]	$17.6B

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

ALAI vs SMH

ALAI

Alger AI Enablers & Adopters

[…]

SMH

VanEck Semiconductor

$33,824

MeasureALAISMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.43%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−21.1%−33.1%

Volatility · 1Y29.5%42.8%

3–1measures won
ALAI first

27.0%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ALAI, WCMI, SMH, DRAM

Today

27.0%most shared, ALAI and SMH

ALAIWCMISMHDRAM

ALAI—2.9%27.0%6.5%

WCMI2.9%—0.0%4.9%

SMH27.0%0.0%—3.2%

DRAM6.5%4.9%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

SMH$25 − $35 = −$10

WCMI$59 − $85 = −$26

DRAM$0 − $65 = −$65

KeptFee

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