AIS vs DRAM

AAIS

BDRAM

Measures won0–1DRAM wins · 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 common19.0%AIS and DRAM

AIS

DRAM

VistaShares Artificial Intelligence Supercycle ETF · $940MRoundhill Memory ETF · $14.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $65 on $10k · lower wins0.65%

0.00%12-mo yield$0 · $0 on $10k0.00%

−45.7%Worst dropSmaller wins[…]

54.9%VolatilityLower wins[…]

0–1DRAM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIS · DRAM

8.2%000660.KS16.6%

7.2%MU2.5%

2.4%005930.KS19.4%

2.0%STX3.8%

Held in common19.0%

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%	$57.7B
2	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	−13.8%	+27.2%	+24.2%	new	new	−45.7%	$940M
3	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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%	$57.7B
2	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	−13.8%	+27.2%	+24.2%	new	new	−45.7%	$940M
3	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

AIS vs DRAM

AIS

VistaShares Artificial Intelligence Supercycle

[…]

DRAM

Roundhill Memory

[…]

MeasureAISDRAM

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.00%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−45.7%[…]

Volatility · 1Y54.9%[…]

1–0measures won
DRAM first

19.0%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AIS, DRAM, SMH

Today

26.6%most shared, AIS and SMH

AISDRAMSMH

AIS—19.0%26.6%

DRAM19.0%—3.2%

SMH26.6%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

AIS$0 − $75 = −$75

KeptFee

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