FTXL vs ALAI

AFTXL

BALAI

Measures won0–4ALAI wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FTXL $27,165

Lowest cost0.35%SMH · $35 on $10k

Most income1.40%ALAI · $140 on $10k

Smallest drop−21.1%ALAI · worst fall in 1Y

Held in common15.9%FTXL and ALAI

FTXL

ALAI

First Trust Nasdaq Semiconductor ETF · $925MAlger AI Enablers & Adopters ETF · $2.1B

+43.0%3 years · per year$29,257 · […][…]

+22.1%5 years · per year$27,165 · […][…]

0.60%Expense ratio$60 · $58 on $10k · lower wins0.58%

0.09%12-mo yield$9 · $140 on $10k1.40%

−40.1%Worst dropSmaller wins−21.1%

51.0%VolatilityLower wins29.6%

0–4ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFTXL · ALAI

8.2%NVDA11.5%

7.8%AVGO3.3%

4.3%AMD2.0%

6.8%MU1.8%

Held in common15.9%

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%	$60.7B
2	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.09%	+4.0%	+42.9%	+46.1%	+43.0%	+22.1%	−40.1%	$925M
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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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%	$60.7B
2	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.09%	+4.0%	+42.9%	+46.1%	+43.0%	+22.1%	−40.1%	$925M
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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

FTXL vs ALAI

FTXL

First Trust Nasdaq Semiconductor

$27,165

ALAI

Alger AI Enablers & Adopters

[…]

MeasureFTXLALAI

Fee0.60%0.58%

Cost on $10k a year$60$58

Yield0.09%1.40%

5 years, per year+22.1%[…]

3 years, per year+43.0%[…]

Worst drop · 1Y−40.1%−21.1%

Volatility · 1Y51.0%29.6%

4–0measures won
ALAI first

15.9%

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: FTXL, ALAI, DRAM, SMH

Today

58.6%most shared, FTXL and SMH

FTXLALAIDRAMSMH

FTXL—15.9%2.4%58.6%

ALAI15.9%—5.6%24.8%

DRAM2.4%5.6%—3.1%

SMH58.6%24.8%3.1%—

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

SMH$24 − $35 = −$11

FTXL$9 − $60 = −$51

DRAM$0 − $65 = −$65

KeptFee

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