AIS vs SMIG

AAIS

BSMIG

Measures won0–4SMIG wins · of 6 · 5Y

$10,000 · 5Y$14,428SMIG

Lowest cost0.60%SMIG · $60 on $10k

Most income1.66%SMIG · $166 on $10k

Smallest drop−8.5%SMIG · worst fall in 1Y

Held in common2.6%AIS and SMIG

AIS

SMIG

VistaShares Artificial Intelligence Supercycle ETF · $1.0BBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

[…]3 years · per year[…] · $15,778+16.4%

[…]5 years · per year[…] · $14,428+7.6%

0.75%Expense ratio$75 · $60 on $10k · lower wins0.60%

0.00%12-mo yield$0 · $166 on $10k1.66%

−37.0%Worst dropSmaller wins−8.5%

53.1%VolatilityLower wins11.4%

0–4SMIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIS · SMIG

2.6%SIMO4.8%

Held in common2.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.66%	+0.6%	+14.7%	+17.0%	+16.4%	+7.6%	−8.5%	$1.5B
2	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk		0.75%	0.00%	−4.8%	+47.6%	+37.0%	new	new	−37.0%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.66%	+0.6%	+14.7%	+17.0%	+16.4%	+7.6%	−8.5%	$1.5B
2	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk		0.75%	0.00%	−4.8%	+47.6%	+37.0%	new	new	−37.0%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIS vs SMIG

AIS

VistaShares Artificial Intelligence Supercycle

[…]

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$14,428

MeasureAISSMIG

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield0.00%1.66%

5 years, per year[…]+7.6%

3 years, per year[…]+16.4%

Worst drop · 1Y−37.0%−8.5%

Volatility · 1Y53.1%11.4%

4–0measures won
SMIG first

2.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AIS, SMIG

Today

2.6%most shared, AIS and SMIG

AISSMIG

AIS—2.6%

SMIG2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SMIG

SMIG$166 − $60 = $106

AIS$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee