AIVC vs SCHD

AAIVC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · AIVC $16,684

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 common2.5%AIVC and SCHD

AIVC

SCHD

Amplify Bloomberg AI Value Chain ETF · $117MSchwab U.S. Dividend Equity ETF · $120B

+39.4%3 years · per year$27,077 · $17,266+20.0%

+10.8%5 years · per year$16,684 · $16,267+10.2%

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

0.13%12-mo yield$13 · $300 on $10k3.00%

−28.6%Worst dropSmaller wins−6.9%

39.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIVC · SCHD

2.5%QCOM3.6%

Held in common2.5%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.13%	+1.9%	+32.4%	+27.6%	+39.4%	+10.8%	−28.6%	$117M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.13%	+1.9%	+32.4%	+27.6%	+39.4%	+10.8%	−28.6%	$117M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

AIVC vs SCHD

AIVC

Amplify Bloomberg AI Value Chain

$16,684

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAIVCSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield0.13%3.00%

5 years, per year+10.8%+10.2%

3 years, per year+39.4%+20.0%

Worst drop · 1Y−28.6%−6.9%

Volatility · 1Y39.0%11.7%

4–2measures won
SCHD first

2.5%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AIVC, SCHD, SMH

Today

18.7%most shared, AIVC and SMH

AIVCSCHDSMH

AIVC—2.5%18.7%

SCHD2.5%—7.9%

SMH18.7%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

SMH$24 − $35 = −$11

AIVC$13 − $59 = −$46

KeptFee

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