AIVL vs DRAM

AAIVL

BDRAM

Measures won2–0AIVL wins · of 6 · 5Y

$10,000 · 5Y$15,310AIVL

Lowest cost0.38%AIVL · $38 on $10k

Most income1.47%AIVL · $147 on $10k

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

Held in common0.7%AIVL and DRAM

AIVL

DRAM

WisdomTree U.S. AI Enhanced Value Fund · $420MRoundhill Memory ETF · $14.4B

+18.2%3 years · per year$16,505 · […][…]

+8.9%5 years · per year$15,310 · […][…]

0.38%Expense ratio$38 · $65 on $10k · lower wins0.65%

1.47%12-mo yield$147 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins[…]

12.1%VolatilityLower wins[…]

2–0AIVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · DRAM

0.3%WDC3.5%

0.2%MU2.4%

0.2%SNDK3.5%

Held in common0.7%

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	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M
2	BDRAM	Roundhill Memory ETFRead Desk		0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M
2	BDRAM	Roundhill Memory ETFRead Desk		0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

AIVL vs DRAM

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,310

DRAM

Roundhill Memory

[…]

MeasureAIVLDRAM

Fee0.38%0.65%

Cost on $10k a year$38$65

Yield1.47%0.00%

5 years, per year+8.9%[…]

3 years, per year+18.2%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y12.1%[…]

2–0measures won
AIVL first

0.7%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIVL, DRAM

Today

0.7%most shared, AIVL and DRAM

AIVLDRAM

AIVL—0.7%

DRAM0.7%—

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

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

DRAM$0 − $65 = −$65

KeptFee

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