AIPO vs DRAM

AAIPO

BDRAM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common0.0%AIPO and DRAM

AIPO

DRAM

Defiance AI & Power Infrastructure ETF · $831MRoundhill Memory ETF · $17.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.69%Expense ratio$69 · $65 on $10k · lower wins0.65%

0.01%12-mo yield$1 · $0 on $10k0.00%

−37.8%Worst dropSmaller wins[…]

40.6%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIPO · DRAM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M
3	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M
3	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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 DRAM

AIPO

Defiance AI & Power Infrastructure

[…]

DRAM

Roundhill Memory

[…]

MeasureAIPODRAM

Fee0.69%0.65%

Cost on $10k a year$69$65

Yield0.01%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−37.8%[…]

Volatility · 1Y40.6%[…]

1–0measures won
DRAM first

0.0%

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, DRAM, SMH

Today

13.0%most shared, AIPO and SMH

AIPODRAMSMH

AIPO—0.0%13.0%

DRAM0.0%—3.2%

SMH13.0%3.2%—

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

DRAM$0 − $65 = −$65

AIPO$1 − $69 = −$68

KeptFee

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