Compare · 3 funds side by side · dividends reinvested

AIQ, IVES and SMH

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

02 / 04

AIQ, IVES and SMH, 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%$57.7B1.6

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.6B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.38%+7.8%+1.3%[…][…]−21.5%30.9%$821M2.3

Rank among the three1st → 3rdFee, 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 · IVES 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IVES

SMH

VanEck Semiconductor ETF · $57.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

IVESMeasureSMH

+7.8%Year to dateJan 1 → Nov 6+28.8%

+1.3%1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.38%Trailing 12-mo yield$38 · $24 a year on $10k0.24%

−21.5%Worst dropSmaller is better−33.1%

30.9%VolatilityLower is calmer42.9%

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

3–3Level

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

More Ways to See the Pairs

IVES vs SMH: Top 5 Holdings

Today

IVES

27.5%in top 5

SMH

in top 547.8%

IVESStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

5.9%MSFTnot top 5

5.9%AAPLnot top 5

not top 5AVGO5.9%

5.8%AMZNnot top 5

5.1%TSLAnot top 5

not top 5ADI5.0%

4.7%METAnot top 5

Held in common24.5%

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

IVES vs SMH Returns, Every Period

WedbushIVES

+1.3%

past year

SMHVanEck

+29.5%

past year

IVESSMHFaded: behind in that period

0–2SMH wins

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

IVES vs SMH

YTD

WedbushIVES

+7.8%

SMHVanEck

+28.8%

+7.8%Year to date+28.8%

−21.5%Worst drop · 1Y−33.1%

30.9%Volatility · 1Y42.9%

0.4%Yield0.2%

$821MAssets$57.7B

3–1IVES wins

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

Cost, Income and Risk

Fees: AIQ, IVES, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

AIQ0.68%$68

IVES0.75%$75

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

Yields: AIQ, IVES, SMH

0.38%highest, IVES

FundTrailing yieldYield$10k

IVES0.38%$38

SMH0.24%$24

AIQ0.08%$8

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IVES$38 − $75 = −$37

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, IVES, SMH

Today

45.8%most shared, AIQ and IVES

AIQIVESSMH

AIQ—45.8%18.2%

IVES45.8%—24.5%

SMH18.2%24.5%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

AIQWorst drop−20.2%30.2% vol

IVESWorst drop−21.5%30.9% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

IVESSMH

+7.8%Year to date+28.8%

0.4%Yield0.2%

+1.3%Past year+29.5%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026