AIVI vs ARTY

AAIVI

BARTY

Measures won4–2AIVI wins · of 6 · 5Y

$10,000 · 5Y$17,639AIVI · ARTY $14,163

Lowest cost0.47%ARTY · $47 on $10k

Most income5.01%AIVI · $501 on $10k

Smallest drop−10.9%AIVI · worst fall in 1Y

Held in common0.0%AIVI and ARTY

AIVI

ARTY

WisdomTree International AI Enhanced Value Fund · $58MiShares Future AI & Tech ETF · $3.3B

+21.6%3 years · per year$17,987 · $21,351+28.8%

+12.0%5 years · per year$17,639 · $14,163+7.2%

0.58%Expense ratio$58 · $47 on $10k · lower wins0.47%

5.01%12-mo yield$501 · $7 on $10k0.07%

−10.9%Worst dropSmaller wins−27.7%

14.3%VolatilityLower wins42.1%

4–2AIVI wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVI · ARTY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk		0.58%	5.01%	−0.6%	+14.4%	+22.0%	+21.6%	+12.0%	−10.9%	$58M
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk		0.58%	5.01%	−0.6%	+14.4%	+22.0%	+21.6%	+12.0%	−10.9%	$58M
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

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

AIVI vs ARTY

AIVI

WisdomTree International AI Enhanced Value Fund

$17,639

ARTY

iShares Future AI & Tech

$14,163

MeasureAIVIARTY

Fee0.58%0.47%

Cost on $10k a year$58$47

Yield5.01%0.07%

5 years, per year+12.0%+7.2%

3 years, per year+21.6%+28.8%

Worst drop · 1Y−10.9%−27.7%

Volatility · 1Y14.3%42.1%

4–2measures won
AIVI first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIVI, ARTY

Today

0.0%most shared, AIVI and ARTY

AIVIARTY

AIVI—0.0%

ARTY0.0%—

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

Income After Fees on $10,000

$443most kept, AIVI

AIVI$501 − $58 = $443

ARTY$7 − $47 = −$40

KeptFee

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