AIQ vs CHAT

AAIQ

BCHAT

Measures won3–2AIQ wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AIQ $17,911

Lowest cost0.35%SMH · $35 on $10k

Most income2.57%CHAT · $257 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common36.3%AIQ and CHAT

AIQ

CHAT

Global X - Artificial Intelligence & Technology ETF · $9.6BRoundhill Generative AI & Technology ETF · $1.5B

+29.2%3 years · per year$21,555 · $25,985+37.5%

+12.4%5 years · per year$17,911 · […][…]

0.68%Expense ratio$68 · $75 on $10k · lower wins0.75%

0.08%12-mo yield$8 · $257 on $10k2.57%

−20.2%Worst dropSmaller wins−37.3%

30.2%VolatilityLower wins43.9%

3–2AIQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIQ · CHAT

4.3%MSFT6.1%

3.3%AMZN5.4%

3.0%META4.6%

2.8%NVDA8.0%

Held in common36.3%

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 Four

5Y4 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	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B
4	DRAM	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 Four

5Y4 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	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B
4	DRAM	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

AIQ vs CHAT

AIQ

Global X - Artificial Intelligence & Technology

$17,911

CHAT

Roundhill Generative AI & Technology

[…]

MeasureAIQCHAT

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield0.08%2.57%

5 years, per year+12.4%[…]

3 years, per year+29.2%+37.5%

Worst drop · 1Y−20.2%−37.3%

Volatility · 1Y30.2%43.9%

3–2measures won
AIQ first

36.3%

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: AIQ, CHAT, DRAM, SMH

Today

36.3%most shared, AIQ and CHAT

AIQCHATDRAMSMH

AIQ—36.3%8.3%19.6%

CHAT36.3%—9.4%26.4%

DRAM8.3%9.4%—3.2%

SMH19.6%26.4%3.2%—

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

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

SMH$25 − $35 = −$10

AIQ$8 − $68 = −$60

DRAM$0 − $65 = −$65

KeptFee

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