WCMI vs SOXX

AWCMI

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

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 common0.0%WCMI and SOXX

WCMI

SOXX

First Trust WCM International Equity ETF · $2.1BiShares Semiconductor ETF · $37.6B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

0.58%12-mo yield$58 · $76 on $10k0.76%

−12.5%Worst dropSmaller wins−39.5%

20.8%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWCMI · SOXX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	ALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B
3	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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	ALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B
3	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 SOXX

WCMI

First Trust WCM International Equity

[…]

SOXX

iShares Semiconductor

$26,892

MeasureWCMISOXX

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield0.58%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−12.5%−39.5%

Volatility · 1Y20.8%49.4%

2–2measures won
level

0.0%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ALAI, WCMI, SOXX

Today

20.2%most shared, ALAI and SOXX

ALAIWCMISOXX

ALAI—2.6%20.2%

WCMI2.6%—0.0%

SOXX20.2%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

WCMI$58 − $85 = −$27

KeptFee

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