AIS vs SMIG

AAIS

BSMIG

Measures won0–4SMIG wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.5%AIS and SMIG

AIS

SMIG

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

[…]3 years · per year[…] · $15,192+15.0%

[…]5 years · per year[…] · $14,103+7.1%

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

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

−45.7%Worst dropSmaller wins−8.5%

55.4%VolatilityLower wins11.9%

0–4SMIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIS · SMIG

2.5%SIMO3.3%

Held in common2.5%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.66%	+2.3%	+14.4%	+17.2%	+15.0%	+7.1%	−8.5%	$1.5B
4	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	+7.5%	+43.3%	+40.7%	new	new	−45.7%	$830M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.66%	+2.3%	+14.4%	+17.2%	+15.0%	+7.1%	−8.5%	$1.5B
4	AAIS	VistaShares Artificial Intelligence Supercycle ETFRead Desk	0.75%	0.00%	+7.5%	+43.3%	+40.7%	new	new	−45.7%	$830M

End-of-day Nov 9, 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

$14,103

MeasureAISSMIG

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield0.00%1.66%

5 years, per year[…]+7.1%

3 years, per year[…]+15.0%

Worst drop · 1Y−45.7%−8.5%

Volatility · 1Y55.4%11.9%

4–0measures won
SMIG first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AIS, SMIG, SMH, SCHD

Today

26.8%most shared, AIS and SMH

AISSMIGSMHSCHD

AIS—2.5%26.8%0.0%

SMIG2.5%—0.0%1.2%

SMH26.8%0.0%—8.2%

SCHD0.0%1.2%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMIG$166 − $60 = $106

SMH$23 − $35 = −$12

AIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee