Compare · 4 funds side by side · dividends reinvested

AIQ, IVV, SMH and VTI

AIQGlobal X×IVViShares×SMHVanEck×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

AIQ, IVV, SMH and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.6

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+15.6%+15.1%+29.5%+13.2%−20.2%30.3%$9.1B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: AIQ 2018 · IVV 2000 · SMH 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.1B$18,586

AIQ

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

AIQMeasureIVV

+15.6%Year to dateJan 1 → Nov 9+11.3%

+15.1%1 yearTotal return+13.6%

+29.5%3 years · per year$10,000 became $21,734 · $18,159+22.0%

+13.2%5 years · per year$10,000 became $18,586 · $17,545+11.9%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.08%Trailing 12-mo yield$8 · $111 a year on $10k1.11%

−20.2%Worst dropSmaller is better−8.9%

30.3%VolatilityLower is calmer13.8%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIQ vs IVV: Top 5 Holdings

Today

AIQ

18.7%in top 5

IVV

in top 527.8%

AIQStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

4.3%MSFT6.2%

4.0%PLTRnot top 5

3.4%AMZN4.0%

3.5%SPCXnot top 5

3.5%TSLAnot top 5

not top 5GOOGL2.6%

Held in common30.1%

End-of-day Nov 9, 2026 · share of each fund

AIQ vs IVV Returns, Every Period

Global XAIQ

+13.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

AIQIVVFaded: behind in that period

4–0AIQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AIQ vs IVV

YTD

Global XAIQ

+15.6%

IVViShares

+11.3%

+15.6%Year to date+11.3%

−20.2%Worst drop · 1Y−8.9%

30.3%Volatility · 1Y13.8%

0.1%Yield1.1%

$9.1BAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, IVV, SMH, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

SMH0.35%$35

AIQ0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AIQ, IVV, SMH, VTI

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VTI1.06%$106

SMH0.23%$23

AIQ0.08%$8

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

SMH$23 − $35 = −$12

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AIQ, IVV, SMH, VTI

Today

86.0%most shared, IVV and VTI

AIQIVVSMHVTI

AIQ—30.1%19.1%31.1%

IVV30.1%—15.0%86.0%

SMH19.1%15.0%—16.4%

VTI31.1%86.0%16.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

AIQWorst drop−20.2%30.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+11.3%Year to date+35.3%

1.1%Yield0.2%

+13.6%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026