AIVC vs AIQ

AAIVC

BAIQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · AIQ $19,010

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common41.2%AIVC and AIQ

AIVC

AIQ

Amplify Bloomberg AI Value Chain ETF · $118MGlobal X - Artificial Intelligence & Technology ETF · $9.5B

+45.2%3 years · per year$30,589 · $23,294+32.6%

+13.0%5 years · per year$18,403 · $19,010+13.7%

0.59%Expense ratio$59 · $68 on $10k · lower wins0.68%

0.12%12-mo yield$12 · $8 on $10k0.08%

−23.3%Worst dropSmaller wins−20.2%

37.8%VolatilityLower wins29.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIVC · AIQ

2.7%AAPL3.1%

2.6%MSFT4.0%

2.6%AMZN3.0%

2.4%CSCO2.7%

Held in common41.2%

End-of-day Nov 3, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
3	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
3	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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

Cards for this view

AIVC vs AIQ

AIVC

Amplify Bloomberg AI Value Chain

$18,403

AIQ

Global X - Artificial Intelligence & Technology

$19,010

MeasureAIVCAIQ

Fee0.59%0.68%

Cost on $10k a year$59$68

Yield0.12%0.08%

5 years, per year+13.0%+13.7%

3 years, per year+45.2%+32.6%

Worst drop · 1Y−23.3%−20.2%

Volatility · 1Y37.8%29.7%

3–2measures won
AIQ first

41.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AIVC, AIQ, SOXX

Today

41.2%most shared, AIVC and AIQ

AIVCAIQSOXX

AIVC—41.2%16.7%

AIQ41.2%—18.8%

SOXX16.7%18.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

AIVC$12 − $59 = −$47

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee