AIQ vs IVES

AAIQ

BIVES

Measures won3–1AIQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FTEC $20,834

Lowest cost0.08%FTEC · $8 on $10k

Most income0.43%FTEC · $43 on $10k

Smallest drop−17.7%FTEC · worst fall in 1Y

Held in common45.8%AIQ and IVES

AIQ

IVES

Global X - Artificial Intelligence & Technology ETF · $9.1BDan Ives Wedbush AI Revolution ETF · $767M

+29.1%3 years · per year$21,525 · […][…]

+12.7%5 years · per year$18,147 · […][…]

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

0.08%12-mo yield$8 · $38 on $10k0.38%

−20.2%Worst dropSmaller wins−21.5%

30.2%VolatilityLower wins30.9%

3–1AIQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIQ · IVES

4.3%MSFT5.9%

3.9%PLTR3.6%

3.4%AMZN5.8%

3.3%TSLA5.1%

Held in common45.8%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	FTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
3	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.1B
4	BIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$767M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	FTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
3	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.1B
4	BIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$767M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIQ vs IVES

AIQ

Global X - Artificial Intelligence & Technology

$18,147

IVES

Dan Ives Wedbush AI Revolution

[…]

MeasureAIQIVES

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield0.08%0.38%

5 years, per year+12.7%[…]

3 years, per year+29.1%[…]

Worst drop · 1Y−20.2%−21.5%

Volatility · 1Y30.2%30.9%

3–1measures won
AIQ first

45.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AIQ, IVES, FTEC, SMH

Today

45.8%most shared, AIQ and IVES

AIQIVESFTECSMH

AIQ—45.8%29.8%18.2%

IVES45.8%—34.0%24.5%

FTEC29.8%34.0%—35.5%

SMH18.2%24.5%35.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

SMH$24 − $35 = −$11

IVES$38 − $75 = −$37

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee