DRAM vs ALAI

ADRAM

BALAI

Measures won0–2ALAI wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.35%SMH · $35 on $10k

Most income1.40%ALAI · $140 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common5.6%DRAM and ALAI

DRAM

ALAI

Roundhill Memory ETF · $14.4BAlger AI Enablers & Adopters ETF · $2.3B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $58 on $10k · lower wins0.58%

0.00%12-mo yield$0 · $140 on $10k1.40%

[…]Worst dropSmaller wins−21.1%

[…]VolatilityLower wins29.6%

0–2ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRAM · ALAI

3.5%WDC2.2%

2.4%MU1.8%

3.9%STX1.6%

Held in common5.6%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
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%	$14.0B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B
4	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
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%	$14.0B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B
4	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.40%	+2.1%	+7.2%	+3.8%	new	new	−21.1%	$2.3B

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

DRAM vs ALAI

DRAM

Roundhill Memory

[…]

ALAI

Alger AI Enablers & Adopters

[…]

MeasureDRAMALAI

Fee0.65%0.58%

Cost on $10k a year$65$58

Yield0.00%1.40%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−21.1%

Volatility · 1Y[…]29.6%

2–0measures won
ALAI first

5.6%

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

$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: DRAM, ALAI, PAVE, SMH

Today

24.8%most shared, ALAI and SMH

DRAMALAIPAVESMH

DRAM—5.6%0.0%3.1%

ALAI5.6%—1.1%24.8%

PAVE0.0%1.1%—0.0%

SMH3.1%24.8%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

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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