ARTY vs SMH

AARTY

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.05%VXUS · $5 on $10k

Most income2.39%VXUS · $239 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common22.4%ARTY and SMH

ARTY

SMH

iShares Future AI & Tech ETF · $3.3BVanEck Semiconductor ETF · $60.7B

+30.2%3 years · per year$22,051 · $33,815+50.1%

+8.0%5 years · per year$14,675 · $36,298+29.4%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.07%12-mo yield$7 · $23 on $10k0.23%

−27.7%Worst dropSmaller wins−33.1%

42.3%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsARTY · SMH

5.3%AMD5.4%

4.7%NVDA20.7%

4.6%AVGO5.7%

3.8%MU4.2%

Held in common22.4%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	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

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	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

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 SMH

ARTY

iShares Future AI & Tech

$14,675

SMH

VanEck Semiconductor

$36,298

MeasureARTYSMH

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.07%0.23%

5 years, per year+8.0%+29.4%

3 years, per year+30.2%+50.1%

Worst drop · 1Y−27.7%−33.1%

Volatility · 1Y42.3%43.1%

4–2measures won
SMH first

22.4%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

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

Overlap: ARTY, SMH, VXUS, PAVE

Today

22.4%most shared, ARTY and SMH

ARTYSMHVXUSPAVE

ARTY—22.4%7.3%0.0%

SMH22.4%—0.0%0.0%

VXUS7.3%0.0%—0.0%

PAVE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

ARTY$7 − $47 = −$40

KeptFee

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