Compare · 4 funds side by side · dividends reinvested

AIQ, CHAT, SMH and IGV

AIQGlobal X×CHATRoundhill×SMHVanEck×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

AIQ, CHAT, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.5

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.1B2.3

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.49%+14.6%+7.4%+38.2%[…]−37.3%44.1%$1.4B2.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AIQ 2018 · CHAT 2023 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.1B$18,147

AIQ

CHAT

Roundhill Generative AI & Technology ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

AIQMeasureCHAT

+11.9%Year to dateJan 1 → Nov 6+14.6%

+9.3%1 yearTotal return+7.4%

+29.1%3 years · per year$10,000 became $21,525 · $26,370+38.2%

+12.7%5 years · per year$10,000 became $18,147 · […][…]

0.68%Expense ratio$68 · $75 a year on $10k · lower is better0.75%

0.08%Trailing 12-mo yield$8 · $249 a year on $10k2.49%

−20.2%Worst dropSmaller is better−37.3%

30.2%VolatilityLower is calmer44.1%

AIQCHAT Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3AIQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIQ vs CHAT: Top 5 Holdings

Today

AIQ

18.3%in top 5

CHAT

in top 531.9%

AIQStockCHAT

not top 5NVDA8.0%

not top 5GOOGL6.8%

4.3%MSFT6.5%

3.4%AMZN5.8%

not top 5META4.8%

3.9%PLTRnot top 5

3.3%TSLAnot top 5

3.3%AAPLnot top 5

Held in common35.5%

End-of-day Nov 6, 2026 · share of each fund

AIQ vs CHAT Returns, Every Period

Global XAIQ

+9.3%

past year

CHATRoundhill

+7.4%

past year

AIQCHATFaded: behind in that period

1–2CHAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AIQ vs CHAT

YTD

Global XAIQ

+11.9%

CHATRoundhill

+14.6%

+11.9%Year to date+14.6%

−20.2%Worst drop · 1Y−37.3%

30.2%Volatility · 1Y44.1%

0.1%Yield2.5%

$9.1BAssets$1.4B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, CHAT, SMH, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

AIQ0.68%$68

CHAT0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIQ, CHAT, SMH, IGV

2.49%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.49%$249

SMH0.24%$24

AIQ0.08%$8

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, CHAT, SMH, IGV

Today

35.5%most shared, AIQ and CHAT

AIQCHATSMHIGV

AIQ—35.5%18.2%20.0%

CHAT35.5%—25.4%14.1%

SMH18.2%25.4%—4.9%

IGV20.0%14.1%4.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

AIQWorst drop−20.2%30.2% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

CHATWorst drop−37.3%44.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CHATSMH

+14.6%Year to date+28.8%

2.5%Yield0.2%

+7.4%Past year+29.5%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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