AIFD vs ARTY

AAIFD

BARTY

Measures won1–3ARTY wins · of 6 · 5Y

$10,000 · 5Y$13,645ARTY

Lowest cost0.47%ARTY · $47 on $10k

Most income0.07%ARTY · $7 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common27.8%AIFD and ARTY

AIFD

ARTY

TCW Artificial Intelligence ETF · $116MiShares Future AI & Tech ETF · $3.5B

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

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

0.75%Expense ratio$75 · $47 on $10k · lower wins0.47%

0.00%12-mo yield$0 · $7 on $10k0.07%

−28.6%Worst dropSmaller wins−27.7%

34.5%VolatilityLower wins41.9%

1–3ARTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIFD · ARTY

5.3%AVGO4.8%

7.4%NVDA4.7%

5.8%MU4.1%

3.9%MRVL3.7%

Held in common27.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	−9.3%	+8.9%	+10.4%	new	new	−28.6%	$116M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	−9.3%	+8.9%	+10.4%	new	new	−28.6%	$116M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIFD vs ARTY

AIFD

TCW Artificial Intelligence

[…]

ARTY

iShares Future AI & Tech

$13,645

MeasureAIFDARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield0.00%0.07%

5 years, per year[…]+6.4%

3 years, per year[…]+27.3%

Worst drop · 1Y−28.6%−27.7%

Volatility · 1Y34.5%41.9%

3–1measures won
ARTY first

27.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AIFD, ARTY

Today

27.8%most shared, AIFD and ARTY

AIFDARTY

AIFD—27.8%

ARTY27.8%—

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

Income After Fees on $10,000

−$40most kept, ARTY

ARTY$7 − $47 = −$40

AIFD$0 − $75 = −$75

KeptFee

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