SMH vs ALAI

ASMH

BALAI

Measures won1–3ALAI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.43%ALAI · $143 on $10k

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

Held in common27.0%SMH and ALAI

SMH

ALAI

VanEck Semiconductor ETF · $65.4BAlger AI Enablers & Adopters ETF · $2.4B

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

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

0.25%12-mo yield$25 · $143 on $10k1.43%

−33.1%Worst dropSmaller wins−21.1%

42.8%VolatilityLower wins29.5%

1–3ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · ALAI

20.5%NVDA12.0%

9.7%TSM5.6%

5.8%AVGO3.4%

5.4%AMD2.3%

Held in common27.0%

End-of-day Nov 5, 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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.43%	−6.9%	+4.9%	+2.3%	new	new	−21.1%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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

$33,824

ALAI

Alger AI Enablers & Adopters

[…]

MeasureSMHALAI

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.25%1.43%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−21.1%

Volatility · 1Y42.8%29.5%

3–1measures won
ALAI first

27.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMH, ALAI, DRAM

Today

27.0%most shared, SMH and ALAI

SMHALAIDRAM

SMH—27.0%3.2%

ALAI27.0%—6.5%

DRAM3.2%6.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, ALAI

ALAI$143 − $58 = $85

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee