Compare · 3 funds side by side · dividends reinvested

AIQ, SOXX and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

AIQ, SOXX and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.5

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

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.6

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 · SOXX 2001 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.6B$18,147

AIQ

SOXX

iShares Semiconductor ETF · $39.1B$26,892

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

AIQMeasureSOXX

+11.9%Year to dateJan 1 → Nov 6+36.2%

+9.3%1 yearTotal return+34.5%

+29.1%3 years · per year$10,000 became $21,525 · $27,604+40.3%

+12.7%5 years · per year$10,000 became $18,147 · $26,892+21.9%

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

0.08%Trailing 12-mo yield$8 · $76 a year on $10k0.76%

−20.2%Worst dropSmaller is better−39.5%

30.2%VolatilityLower is calmer49.4%

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

2–6SOXX 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 SOXX: Top 5 Holdings

Today

AIQ

18.3%in top 5

SOXX

in top 538.6%

AIQStockSOXX

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

4.3%MSFTnot top 5

3.9%PLTRnot top 5

3.4%AMZNnot top 5

3.3%TSLAnot top 5

3.3%AAPLnot top 5

Held in common16.7%

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

AIQ vs SOXX Returns, Every Period

Global XAIQ

+12.7%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

AIQSOXXFaded: behind in that period

0–4SOXX wins

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

AIQ vs SOXX

YTD

Global XAIQ

+11.9%

SOXXiShares

+36.2%

+11.9%Year to date+36.2%

−20.2%Worst drop · 1Y−39.5%

30.2%Volatility · 1Y49.4%

0.1%Yield0.8%

$9.6BAssets$39.1B

2–2level

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

Cost, Income and Risk

Fees: AIQ, SOXX, IGV

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

IGV0.38%$38

AIQ0.68%$68

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

Yields: AIQ, SOXX, IGV

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

AIQ0.08%$8

IGV0.02%$2

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IGV$2 − $38 = −$36

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, SOXX, IGV

Today

20.0%most shared, AIQ and IGV

AIQSOXXIGV

AIQ—16.7%20.0%

SOXX16.7%—0.0%

IGV20.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

AIQWorst drop−20.2%30.2% vol

IGVWorst drop−33.2%32.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SOXXAIQ

+36.2%Year to date+11.9%

0.8%Yield0.1%

+34.5%Past year+9.3%

0.33%Fee0.68%

4–0SOXX 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

$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026