FTXL vs ALAI

AFTXL

BALAI

Measures won0–4ALAI wins · of 6 · 5Y

$10,000 · 5Y$31,419FTXL · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income1.32%ALAI · $132 on $10k

Smallest drop−18.3%ALAI · worst fall in 1Y

Held in common17.2%FTXL and ALAI

FTXL

ALAI

First Trust Nasdaq Semiconductor ETF · $1.0BAlger AI Enablers & Adopters ETF · $2.5B

+49.6%3 years · per year$33,482 · […][…]

+25.7%5 years · per year$31,419 · […][…]

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

0.08%12-mo yield$8 · $132 on $10k1.32%

−32.6%Worst dropSmaller wins−18.3%

49.3%VolatilityLower wins28.7%

0–4ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTXL · ALAI

7.7%NVDA12.9%

7.4%AVGO3.6%

7.7%MU2.7%

4.5%AMD2.5%

Held in common17.2%

End-of-day Nov 3, 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	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.32%	+2.1%	+13.9%	+8.4%	new	new	−18.3%	$2.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.32%	+2.1%	+13.9%	+8.4%	new	new	−18.3%	$2.5B

End-of-day Nov 3, 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

$31,419

ALAI

Alger AI Enablers & Adopters

[…]

MeasureFTXLALAI

Fee0.60%0.58%

Cost on $10k a year$60$58

Yield0.08%1.32%

5 years, per year+25.7%[…]

3 years, per year+49.6%[…]

Worst drop · 1Y−32.6%−18.3%

Volatility · 1Y49.3%28.7%

4–0measures won
ALAI first

17.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTXL, ALAI, SOXX

Today

77.4%most shared, FTXL and SOXX

FTXLALAISOXX

FTXL—17.2%77.4%

ALAI17.2%—21.6%

SOXX77.4%21.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, ALAI

ALAI$132 − $58 = $74

SOXX$27 − $33 = −$6

FTXL$8 − $60 = −$52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee