ARTY vs CHAT

AARTY

BCHAT

Measures won3–2ARTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARTY $13,645

Lowest cost0.35%SMH · $35 on $10k

Most income2.57%CHAT · $257 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common35.7%ARTY and CHAT

ARTY

CHAT

iShares Future AI & Tech ETF · $3.5BRoundhill Generative AI & Technology ETF · $1.5B

+27.3%3 years · per year$20,629 · $25,985+37.5%

+6.4%5 years · per year$13,645 · […][…]

0.47%Expense ratio$47 · $75 on $10k · lower wins0.75%

0.07%12-mo yield$7 · $257 on $10k2.57%

−27.7%Worst dropSmaller wins−37.3%

41.9%VolatilityLower wins43.9%

3–2ARTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsARTY · CHAT

4.7%NVDA8.0%

5.3%AMD3.9%

4.1%MU3.8%

3.4%MSFT6.1%

Held in common35.7%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

ARTY vs CHAT

ARTY

iShares Future AI & Tech

$13,645

CHAT

Roundhill Generative AI & Technology

[…]

MeasureARTYCHAT

Fee0.47%0.75%

Cost on $10k a year$47$75

Yield0.07%2.57%

5 years, per year+6.4%[…]

3 years, per year+27.3%+37.5%

Worst drop · 1Y−27.7%−37.3%

Volatility · 1Y41.9%43.9%

3–2measures won
ARTY first

35.7%

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: ARTY, CHAT, DRAM, SMH

Today

35.7%most shared, ARTY and CHAT

ARTYCHATDRAMSMH

ARTY—35.7%8.5%23.0%

CHAT35.7%—9.4%26.4%

DRAM8.5%9.4%—3.2%

SMH23.0%26.4%3.2%—

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

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

SMH$25 − $35 = −$10

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

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