AIVL vs SOXX

AAIVL

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · AIVL $15,291

Lowest cost0.33%SOXX · $33 on $10k

Most income1.46%AIVL · $146 on $10k

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

Held in common1.2%AIVL and SOXX

AIVL

SOXX

WisdomTree U.S. AI Enhanced Value Fund · $421MiShares Semiconductor ETF · $44.3B

+19.3%3 years · per year$17,000 · $31,937+47.3%

+8.9%5 years · per year$15,291 · $31,133+25.5%

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

1.46%12-mo yield$146 · $27 on $10k0.27%

−7.9%Worst dropSmaller wins−30.7%

11.5%VolatilityLower wins47.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · SOXX

0.7%INTC6.3%

0.2%MU7.9%

0.2%LRCX3.4%

Held in common1.2%

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	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

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	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

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 SOXX

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,291

SOXX

iShares Semiconductor

$31,133

MeasureAIVLSOXX

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield1.46%0.27%

5 years, per year+8.9%+25.5%

3 years, per year+19.3%+47.3%

Worst drop · 1Y−7.9%−30.7%

Volatility · 1Y11.5%47.7%

3–3measures won
level

1.2%

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, SOXX

Today

1.2%most shared, AIVL and SOXX

AIVLSOXX

AIVL—1.2%

SOXX1.2%—

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

SOXX$27 − $33 = −$6

KeptFee

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