ARTY vs IGV

AARTY

BIGV

Measures won4–2ARTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARTY $13,645

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common11.7%ARTY and IGV

ARTY

IGV

iShares Future AI & Tech ETF · $3.5BiShares Expanded Tech-Software Sector ETF · $13.0B

+27.3%3 years · per year$20,629 · $14,673+13.6%

+6.4%5 years · per year$13,645 · $11,367+2.6%

0.47%Expense ratio$47 · $38 on $10k · lower wins0.38%

0.07%12-mo yield$7 · $2 on $10k0.02%

−27.7%Worst dropSmaller wins−33.3%

41.9%VolatilityLower wins32.9%

4–2ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · IGV

4.0%ORCL7.2%

3.4%MSFT9.4%

2.9%PLTR8.4%

1.2%WDAY1.4%

Held in common11.7%

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 Three

5Y3 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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

End-of-day Nov 5, 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%	0.25%	−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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

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 IGV

ARTY

iShares Future AI & Tech

$13,645

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureARTYIGV

Fee0.47%0.38%

Cost on $10k a year$47$38

Yield0.07%0.02%

5 years, per year+6.4%+2.6%

3 years, per year+27.3%+13.6%

Worst drop · 1Y−27.7%−33.3%

Volatility · 1Y41.9%32.9%

4–2measures won
ARTY first

11.7%

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, IGV, SMH

Today

23.0%most shared, ARTY and SMH

ARTYIGVSMH

ARTY—11.7%23.0%

IGV11.7%—4.6%

SMH23.0%4.6%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

ARTY$7 − $47 = −$40

KeptFee

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