AIS vs SMIG

AAIS

BSMIG

Measures won0–4SMIG wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.4%AIS and SMIG

AIS

SMIG

VistaShares Artificial Intelligence Supercycle ETF · $830MBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

[…]3 years · per year[…] · $15,141+14.8%

[…]5 years · per year[…] · $13,962+6.9%

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

0.00%12-mo yield$0 · $170 on $10k1.70%

−45.7%Worst dropSmaller wins−8.5%

55.1%VolatilityLower wins11.7%

0–4SMIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIS · SMIG

2.4%SIMO3.8%

Held in common2.4%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B
4	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	+4.8%	+33.3%	+27.2%	new	new	−45.7%	$830M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B
4	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	+4.8%	+33.3%	+27.2%	new	new	−45.7%	$830M

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

AIS vs SMIG

AIS

VistaShares Artificial Intelligence Supercycle

[…]

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

MeasureAISSMIG

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield0.00%1.70%

5 years, per year[…]+6.9%

3 years, per year[…]+14.8%

Worst drop · 1Y−45.7%−8.5%

Volatility · 1Y55.1%11.7%

4–0measures won
SMIG first

2.4%

holdings shared

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

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

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

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: AIS, SMIG, SCHD, SMH

Today

26.0%most shared, AIS and SMH

AISSMIGSCHDSMH

AIS—2.4%0.0%26.0%

SMIG2.4%—1.2%0.0%

SCHD0.0%1.2%—7.9%

SMH26.0%0.0%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMIG$170 − $60 = $110

SMH$24 − $35 = −$11

AIS$0 − $75 = −$75

KeptFee

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