ARKQ vs SOXX

AARKQ

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%ARKQ · $28 on $10k

Smallest drop−23.8%ARKQ · worst fall in 1Y

Held in common15.9%ARKQ and SOXX

ARKQ

SOXX

ARK Autonomous Technology & Robotics ETF · $1.9BiShares Semiconductor ETF · $44.3B

+33.6%3 years · per year$23,850 · $31,937+47.3%

+6.0%5 years · per year$13,361 · $31,133+25.5%

0.75%Expense ratio$75 · $33 on $10k · lower wins0.33%

0.28%12-mo yield$28 · $27 on $10k0.27%

−23.8%Worst dropSmaller wins−30.7%

34.6%VolatilityLower wins47.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARKQ · SOXX

5.8%NVDA8.0%

2.8%TSM3.2%

3.5%TER2.5%

2.5%AMD9.2%

Held in common15.9%

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 Three

5Y3 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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AARKQ	ARK Autonomous Technology & Robotics ETFRead Desk	0.75%	0.28%	+1.0%	−3.2%	−10.5%	+33.6%	+6.0%	−23.8%	$1.9B

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

All Three

5Y3 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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AARKQ	ARK Autonomous Technology & Robotics ETFRead Desk	0.75%	0.28%	+1.0%	−3.2%	−10.5%	+33.6%	+6.0%	−23.8%	$1.9B

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

ARKQ vs SOXX

ARKQ

ARK Autonomous Technology & Robotics

$13,361

SOXX

iShares Semiconductor

$31,133

MeasureARKQSOXX

Fee0.75%0.33%

Cost on $10k a year$75$33

Yield0.28%0.27%

5 years, per year+6.0%+25.5%

3 years, per year+33.6%+47.3%

Worst drop · 1Y−23.8%−30.7%

Volatility · 1Y34.6%47.7%

3–2measures won
SOXX first

15.9%

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: ARKQ, SOXX, SMH

Today

69.0%most shared, SOXX and SMH

ARKQSOXXSMH

ARKQ—15.9%15.5%

SOXX15.9%—69.0%

SMH15.5%69.0%—

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

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

ARKQ$28 − $75 = −$47

KeptFee

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