Compare · 4 funds side by side · dividends reinvested

AIQ, IVES, SMH and DRAM

AIQGlobal X×IVESWedbush×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

AIQ, IVES, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.6

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+10.4%+9.0%+29.2%+12.4%−20.2%30.2%$9.6B2.0

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.39%+5.3%+0.1%[…][…]−21.5%30.8%$821M2.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIQ 2018 · IVES 2025 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.6B$17,911

AIQ

IVES

Dan Ives Wedbush AI Revolution ETF · $821M[…]

$10,000 five years ago, dividends reinvested · they hold 46.7% in common

AIQMeasureIVES

+10.4%Year to dateJan 1 → Nov 5+5.3%

+9.0%1 yearTotal return+0.1%

+29.2%3 years · per year$10,000 became $21,555 · […][…]

+12.4%5 years · per year$10,000 became $17,911 · […][…]

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

0.08%Trailing 12-mo yield$8 · $39 a year on $10k0.39%

−20.2%Worst dropSmaller is better−21.5%

30.2%VolatilityLower is calmer30.8%

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

5–1AIQ wins

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

More Ways to See the Pairs

AIQ vs IVES: Top 5 Holdings

Today

AIQ

18.6%in top 5

IVES

in top 526.5%

AIQStockIVES

4.3%MSFT5.6%

not top 5AAPL5.5%

3.3%AMZN5.5%

3.5%TSLA5.2%

not top 5AVGO4.7%

4.1%PLTRnot top 5

3.4%SPCXnot top 5

Held in common46.7%

End-of-day Nov 5, 2026 · share of each fund

AIQ vs IVES Returns, Every Period

Global XAIQ

+9.0%

past year

IVESWedbush

+0.1%

past year

AIQIVESFaded: behind in that period

2–0AIQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AIQ vs IVES

YTD

Global XAIQ

+10.4%

IVESWedbush

+5.3%

+10.4%Year to date+5.3%

−20.2%Worst drop · 1Y−21.5%

30.2%Volatility · 1Y30.8%

0.1%Yield0.4%

$9.6BAssets$821M

3–1AIQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, IVES, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DRAM0.65%$65

AIQ0.68%$68

IVES0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIQ, IVES, SMH, DRAM

0.39%highest, IVES

FundTrailing yieldYield$10k

IVES0.39%$39

SMH0.25%$25

AIQ0.08%$8

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IVES$39 − $75 = −$36

AIQ$8 − $68 = −$60

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: AIQ, IVES, SMH, DRAM

Today

46.7%most shared, AIQ and IVES

AIQIVESSMHDRAM

AIQ—46.7%19.6%8.3%

IVES46.7%—25.8%3.2%

SMH19.6%25.8%—3.2%

DRAM8.3%3.2%3.2%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

AIQWorst drop−20.2%30.2% vol

IVESWorst drop−21.5%30.8% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVESSMH

+5.3%Year to date+24.3%

0.4%Yield0.2%

+0.1%Past year+27.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026