AIPO vs ARTY

AAIPO

BARTY

Measures won1–3ARTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARTY $13,645

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common15.4%AIPO and ARTY

AIPO

ARTY

Defiance AI & Power Infrastructure ETF · $831MiShares Future AI & Tech ETF · $3.5B

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

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

0.69%Expense ratio$69 · $47 on $10k · lower wins0.47%

0.01%12-mo yield$1 · $7 on $10k0.07%

−37.8%Worst dropSmaller wins−27.7%

40.6%VolatilityLower wins41.9%

1–3ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIPO · ARTY

4.4%NVDA4.7%

4.4%AVGO4.8%

2.7%AMD5.3%

3.6%CEG1.5%

Held in common15.4%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M

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

AIPO vs ARTY

AIPO

Defiance AI & Power Infrastructure

[…]

ARTY

iShares Future AI & Tech

$13,645

MeasureAIPOARTY

Fee0.69%0.47%

Cost on $10k a year$69$47

Yield0.01%0.07%

5 years, per year[…]+6.4%

3 years, per year[…]+27.3%

Worst drop · 1Y−37.8%−27.7%

Volatility · 1Y40.6%41.9%

3–1measures won
ARTY first

15.4%

holdings shared

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

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

Overlap: AIPO, ARTY, SMH

Today

23.0%most shared, ARTY and SMH

AIPOARTYSMH

AIPO—15.4%13.0%

ARTY15.4%—23.0%

SMH13.0%23.0%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

ARTY$7 − $47 = −$40

AIPO$1 − $69 = −$68

KeptFee

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