ALAI vs SMH

AALAI

BSMH

Measures won3–1ALAI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ITA $21,232

Lowest cost0.35%SMH · $35 on $10k

Most income1.34%ALAI · $134 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common26.1%ALAI and SMH

ALAI

SMH

Alger AI Enablers & Adopters ETF · $1.6BVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.34%12-mo yield$134 · $23 on $10k0.23%

−21.1%Worst dropSmaller wins−33.1%

29.7%VolatilityLower wins43.1%

3–1ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsALAI · SMH

11.5%NVDA20.7%

5.2%TSM10.0%

3.2%AVGO5.7%

2.8%AMD5.4%

Held in common26.1%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs SMH

ALAI

Alger AI Enablers & Adopters

[…]

SMH

VanEck Semiconductor

$36,298

MeasureALAISMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.34%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−21.1%−33.1%

Volatility · 1Y29.7%43.1%

3–1measures won
ALAI first

26.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ITA, ALAI, SMH

Today

26.1%most shared, ALAI and SMH

ITAALAISMH

ITA—0.6%0.0%

ALAI0.6%—26.1%

SMH0.0%26.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

ITA$26 − $37 = −$11

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee