Compare · 3 funds side by side · dividends reinvested

BAI, CIBR and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

BAI, CIBR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.9

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.82%−2.3%−8.2%[…][…]−40.0%47.7%$11.6B2.5

Rank among the three1st → 3rdFee, 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: BAI 2024 · CIBR 2015 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares A.I. Innovation and Tech Active ETF · $11.6B[…]

BAI

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,492

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

BAIMeasureCIBR

−2.3%Year to dateJan 1 → Nov 5+27.7%

−8.2%1 yearTotal return+21.3%

[…]3 years · per year$10,000 became […] · $20,670+27.4%

[…]5 years · per year$10,000 became […] · $17,492+11.8%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

1.82%Trailing 12-mo yield$182 · $43 a year on $10k0.43%

−40.0%Worst dropSmaller is better−20.6%

47.7%VolatilityLower is calmer31.1%

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

1–5CIBR wins

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

More Ways to See the Pairs

BAI vs CIBR: Top 5 Holdings

Today

BAI

26.9%in top 5

CIBR

in top 537.2%

BAIStockCIBR

not top 5CRWD8.6%

not top 5CSCO7.7%

not top 5PANW7.5%

4.7%AVGO7.2%

not top 5FTNT6.2%

5.9%NVDAnot top 5

5.7%MUnot top 5

5.5%AMDnot top 5

5.2%TSMnot top 5

Held in common16.5%

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

BAI vs CIBR Returns, Every Period

iSharesBAI

−8.2%

past year

CIBRFirst Trust

+21.3%

past year

BAICIBRFaded: behind in that period

0–2CIBR wins

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

BAI vs SOXX

YTD

iSharesBAI

−2.3%

SOXXiShares

+31.6%

−2.3%Year to date+31.6%

−40.0%Worst drop · 1Y−39.5%

47.7%Volatility · 1Y49.4%

1.8%Yield0.9%

$11.6BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: BAI, CIBR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

CIBR0.58%$58

BAI0.65%$65

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

Yields: BAI, CIBR, SOXX

1.82%highest, BAI

FundTrailing yieldYield$10k

BAI1.82%$182

SOXX0.95%$95

CIBR0.43%$43

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

Income After Fees on $10,000

$117most kept, BAI

BAI$182 − $65 = $117

SOXX$95 − $33 = $62

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: BAI, CIBR, SOXX

Today

35.7%most shared, BAI and SOXX

BAICIBRSOXX

BAI—16.5%35.7%

CIBR16.5%—7.2%

SOXX35.7%7.2%—

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

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

CIBRWorst drop−20.6%31.1% vol

BAIWorst drop−40.0%47.7% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

BAISOXX

−2.3%Year to date+31.6%

1.8%Yield0.9%

−8.2%Past year+34.0%

0.65%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026