AIVL vs AIBF

AAIVL

BAIBF

Measures won2–0AIVL wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · AIVL $15,291

Lowest cost0.35%SMH · $35 on $10k

Most income1.46%AIVL · $146 on $10k

Smallest drop−7.9%AIVL · worst fall in 1Y

Held in common8.6%AIVL and AIBF

AIVL

AIBF

WisdomTree U.S. AI Enhanced Value Fund · $421MiShares Future AI Beneficiaries ETF · $253M

+19.3%3 years · per year$17,000 · […][…]

+8.9%5 years · per year$15,291 · […][…]

0.38%Expense ratio$38 · $40 on $10k · lower wins0.40%

1.46%12-mo yield$146 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins[…]

11.5%VolatilityLower wins[…]

2–0AIVL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIVL · AIBF

2.2%PG3.3%

2.0%GILD1.6%

1.3%HON0.6%

1.0%ROST0.6%

Held in common8.6%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk	0.38%	1.46%	−0.4%	+18.1%	+21.0%	+19.3%	+8.9%	−7.9%	$421M
3	BAIBF	iShares Future AI Beneficiaries ETFRead Desk	0.40%	0.00%	−0.5%	new	new	new	new	[…]	$253M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk	0.38%	1.46%	−0.4%	+18.1%	+21.0%	+19.3%	+8.9%	−7.9%	$421M
3	BAIBF	iShares Future AI Beneficiaries ETFRead Desk	0.40%	0.00%	−0.5%	new	new	new	new	[…]	$253M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

AIVL vs AIBF

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,291

AIBF

iShares Future AI Beneficiaries

[…]

MeasureAIVLAIBF

Fee0.38%0.40%

Cost on $10k a year$38$40

Yield1.46%0.00%

5 years, per year+8.9%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.5%[…]

2–0measures won
AIVL first

8.6%

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: AIVL, AIBF, DRAM, SMH

Today

8.6%most shared, AIVL and AIBF

AIVLAIBFDRAMSMH

AIVL—8.6%0.7%1.6%

AIBF8.6%—0.0%0.0%

DRAM0.7%0.0%—3.4%

SMH1.6%0.0%3.4%—

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

Income After Fees on $10,000

$108most kept, AIVL

AIVL$146 − $38 = $108

SMH$21 − $35 = −$14

AIBF$0 − $40 = −$40

DRAM$0 − $65 = −$65

KeptFee

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