ALAI vs SOXX

AALAI

BSOXX

Measures won3–1ALAI 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%ALAI and SOXX

ALAI

SOXX

Alger AI Enablers & Adopters ETF · $2.4BiShares Semiconductor ETF · $42.6B

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

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

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

1.43%12-mo yield$143 · $95 on $10k0.95%

−21.1%Worst dropSmaller wins−39.5%

29.5%VolatilityLower wins49.4%

3–1ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · SOXX

12.0%NVDA8.2%

3.4%AVGO7.9%

5.6%TSM3.3%

2.3%AMD9.4%

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
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 SOXX

ALAI

Alger AI Enablers & Adopters

[…]

SOXX

iShares Semiconductor

$26,093

MeasureALAISOXX

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield1.43%0.95%

5 years, per year[…]+21.1%

3 years, per year[…]+39.8%

Worst drop · 1Y−21.1%−39.5%

Volatility · 1Y29.5%49.4%

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

$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, SOXX, DRAM

Today

20.8%most shared, ALAI and SOXX

ALAIWCMISOXXDRAM

ALAI—2.9%20.8%6.5%

WCMI2.9%—0.0%4.9%

SOXX20.8%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

SOXX$95 − $33 = $62

WCMI$59 − $85 = −$26

DRAM$0 − $65 = −$65

KeptFee

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