SMH vs ALAI

ASMH

BALAI

Measures won1–3ALAI wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.33%ALAI · $133 on $10k

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

Held in common29.2%SMH and ALAI

SMH

ALAI

VanEck Semiconductor ETF · $65.8BAlger AI Enablers & Adopters ETF · $2.5B

+54.7%3 years · per year$37,049 · […][…]

+31.2%5 years · per year$38,820 · […][…]

0.35%Expense ratio$35 · $58 on $10k · lower wins0.58%

0.22%12-mo yield$22 · $133 on $10k1.33%

−24.6%Worst dropSmaller wins−18.3%

41.2%VolatilityLower wins28.7%

1–3ALAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · ALAI

20.6%NVDA12.9%

9.6%TSM5.9%

5.8%AVGO3.6%

4.6%MU2.7%

Held in common29.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk		0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs ALAI

SMH

VanEck Semiconductor

$38,820

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSMHALAI

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.22%1.33%

5 years, per year+31.2%[…]

3 years, per year+54.7%[…]

Worst drop · 1Y−24.6%−18.3%

Volatility · 1Y41.2%28.7%

3–1measures won
ALAI first

29.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SMH, ALAI

Today

29.2%most shared, SMH and ALAI

SMHALAI

SMH—29.2%

ALAI29.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, ALAI

ALAI$133 − $58 = $75

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee