ARTY vs IGV

AARTY

BIGV

Measures won4–2ARTY wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ARTY $14,675

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

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

Held in common11.9%ARTY and IGV

ARTY

IGV

iShares Future AI & Tech ETF · $3.3BiShares Expanded Tech-Software Sector ETF · $12.4B

+30.2%3 years · per year$22,051 · $14,660+13.6%

+8.0%5 years · per year$14,675 · $11,584+3.0%

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−33.2%

42.3%VolatilityLower wins32.9%

4–2ARTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsARTY · IGV

4.1%ORCL7.1%

3.5%MSFT9.4%

3.0%PLTR8.2%

1.3%WDAY1.4%

Held in common11.9%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$14,675

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureARTYIGV

Fee0.47%0.38%

Cost on $10k a year$47$38

Yield0.07%0.02%

5 years, per year+8.0%+3.0%

3 years, per year+30.2%+13.6%

Worst drop · 1Y−27.7%−33.2%

Volatility · 1Y42.3%32.9%

4–2measures won
ARTY first

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ARTY, IGV, SMH, DRAM

Today

22.4%most shared, ARTY and SMH

ARTYIGVSMHDRAM

ARTY—11.9%22.4%7.6%

IGV11.9%—4.8%0.0%

SMH22.4%4.8%—3.1%

DRAM7.6%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee