Compare · 3 funds side by side · dividends reinvested

IVES, ARTY and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,645ARTY · best of the three

02 / 04

IVES, ARTY and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+22.0%+19.0%+27.3%+6.4%−27.7%41.9%$3.5B1.4

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.39%+5.3%+0.1%[…][…]−21.5%30.8%$833M1.7

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B2.5

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: IVES 2025 · ARTY 2018 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Dan Ives Wedbush AI Revolution ETF · $833M[…]

IVES

ARTY

iShares Future AI & Tech ETF · $3.5B$13,645

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

IVESMeasureARTY

+5.3%Year to dateJan 1 → Nov 5+22.0%

+0.1%1 yearTotal return+19.0%

[…]3 years · per year$10,000 became […] · $20,629+27.3%

[…]5 years · per year$10,000 became […] · $13,645+6.4%

0.75%Expense ratio$75 · $47 a year on $10k · lower is better0.47%

0.39%Trailing 12-mo yield$39 · $7 a year on $10k0.07%

−21.5%Worst dropSmaller is better−27.7%

30.8%VolatilityLower is calmer41.9%

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

3–3Level

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

More Ways to See the Pairs

IVES vs ARTY: Top 5 Holdings

Today

IVES

26.5%in top 5

ARTY

in top 523.5%

IVESStockARTY

5.6%MSFTnot top 5

5.5%AAPLnot top 5

5.5%AMZNnot top 5

not top 5AMD5.3%

5.2%TSLAnot top 5

4.7%AVGO4.8%

not top 5NVDA4.7%

not top 52330.TW4.6%

not top 5MU4.1%

Held in common33.7%

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

IVES vs ARTY Returns, Every Period

WedbushIVES

+0.1%

past year

ARTYiShares

+19.0%

past year

IVESARTYFaded: behind in that period

0–2ARTY wins

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

IVES vs ARTY

YTD

WedbushIVES

+5.3%

ARTYiShares

+22.0%

+5.3%Year to date+22.0%

−21.5%Worst drop · 1Y−27.7%

30.8%Volatility · 1Y41.9%

0.4%Yield0.1%

$833MAssets$3.5B

3–1IVES wins

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

Cost, Income and Risk

Fees: IVES, ARTY, DRAM

Today

0.47%lowest, ARTY

FundExpense ratioFee$10k

ARTY0.47%$47

DRAM0.65%$65

IVES0.75%$75

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

Yields: IVES, ARTY, DRAM

0.39%highest, IVES

FundTrailing yieldYield$10k

IVES0.39%$39

ARTY0.07%$7

DRAM0.00%$0

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

Income After Fees on $10,000

−$36most kept, IVES

IVES$39 − $75 = −$36

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IVES, ARTY, DRAM

Today

33.7%most shared, IVES and ARTY

IVESARTYDRAM

IVES—33.7%3.2%

ARTY33.7%—8.5%

DRAM3.2%8.5%—

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

Return vs Bumpiness: 3 ETFs

+19.0%ARTY, at 41.9% volatility

IVESWorst drop−21.5%30.8% vol

ARTYWorst drop−27.7%41.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

IVESARTY

+5.3%Year to date+22.0%

0.4%Yield0.1%

+0.1%Past year+19.0%

0.75%Fee0.47%

3–1ARTY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026