ARKK vs BAI

AARKK

BBAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$6,738ARKK

Lowest cost0.65%BAI · $65 on $10k

Most income1.55%BAI · $155 on $10k

Smallest drop−28.6%ARKK · worst fall in 1Y

Held in common16.3%ARKK and BAI

ARKK

BAI

ARK Innovation ETF · $7.9BiShares A.I. Innovation and Tech Active ETF · $11.9B

+33.1%3 years · per year$23,554 · […][…]

−7.6%5 years · per year$6,738 · […][…]

0.75%Expense ratio$75 · $65 on $10k · lower wins0.65%

0.00%12-mo yield$0 · $155 on $10k1.55%

−28.6%Worst dropSmaller wins−30.9%

37.5%VolatilityLower wins45.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsARKK · BAI

6.3%SPCX3.5%

3.0%NVDA5.7%

2.4%AMZN2.3%

1.9%AVGO4.4%

Held in common16.3%

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	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

ARKK vs BAI

ARKK

ARK Innovation

$6,738

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureARKKBAI

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.00%1.55%

5 years, per year−7.6%[…]

3 years, per year+33.1%[…]

Worst drop · 1Y−28.6%−30.9%

Volatility · 1Y37.5%45.8%

2–2measures won
level

16.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ARKK, BAI

Today

16.3%most shared, ARKK and BAI

ARKKBAI

ARKK—16.3%

BAI16.3%—

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

ARKK$0 − $75 = −$75

KeptFee

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