AIVC vs SOXX

AAIVC

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · AIVC $18,403

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

Smallest drop−23.3%AIVC · worst fall in 1Y

Held in common16.7%AIVC and SOXX

AIVC

SOXX

Amplify Bloomberg AI Value Chain ETF · $118MiShares Semiconductor ETF · $44.3B

+45.2%3 years · per year$30,589 · $31,937+47.3%

+13.0%5 years · per year$18,403 · $31,133+25.5%

0.59%Expense ratio$59 · $33 on $10k · lower wins0.33%

0.12%12-mo yield$12 · $27 on $10k0.27%

−23.3%Worst dropSmaller wins−30.7%

37.8%VolatilityLower wins47.7%

2–4SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVC · SOXX

2.4%AVGO7.6%

2.4%QCOM4.2%

2.3%MPWR3.4%

2.3%NVDA8.0%

Held in common16.7%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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 SOXX

AIVC

Amplify Bloomberg AI Value Chain

$18,403

SOXX

iShares Semiconductor

$31,133

MeasureAIVCSOXX

Fee0.59%0.33%

Cost on $10k a year$59$33

Yield0.12%0.27%

5 years, per year+13.0%+25.5%

3 years, per year+45.2%+47.3%

Worst drop · 1Y−23.3%−30.7%

Volatility · 1Y37.8%47.7%

4–2measures won
SOXX first

16.7%

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, SOXX

Today

16.7%most shared, AIVC and SOXX

AIVCSOXX

AIVC—16.7%

SOXX16.7%—

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

KeptFee

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