AIVL vs SMH

AAIVL

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AIVL $15,316

Lowest cost0.35%SMH · $35 on $10k

Most income1.47%AIVL · $147 on $10k

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

Held in common1.6%AIVL and SMH

AIVL

SMH

WisdomTree U.S. AI Enhanced Value Fund · $421MVanEck Semiconductor ETF · $65.4B

+18.5%3 years · per year$16,623 · $32,662+48.4%

+8.9%5 years · per year$15,316 · $33,824+27.6%

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $25 on $10k0.25%

−7.9%Worst dropSmaller wins−33.1%

12.1%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · SMH

0.7%INTC2.8%

0.4%SNPS2.3%

0.2%MU4.4%

0.2%LRCX3.6%

Held in common1.6%

End-of-day Nov 5, 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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−2.8%	+17.5%	+21.7%	+18.5%	+8.9%	−7.9%	$421M

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−2.8%	+17.5%	+21.7%	+18.5%	+8.9%	−7.9%	$421M

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

Cards for this view

AIVL vs SMH

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,316

SMH

VanEck Semiconductor

$33,824

MeasureAIVLSMH

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield1.47%0.25%

5 years, per year+8.9%+27.6%

3 years, per year+18.5%+48.4%

Worst drop · 1Y−7.9%−33.1%

Volatility · 1Y12.1%42.8%

3–3measures won
level

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AIVL, SMH

Today

1.6%most shared, AIVL and SMH

AIVLSMH

AIVL—1.6%

SMH1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee