ARTY vs SOXQ

AARTY

BSOXQ

Measures won2–4SOXQ wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXQ $31,818

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.36%SOXQ · $36 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common24.9%ARTY and SOXQ

ARTY

SOXQ

iShares Future AI & Tech ETF · $3.5BInvesco PHLX Semiconductor ETF · $2.8B

+32.1%3 years · per year$23,042 · $32,839+48.6%

+9.0%5 years · per year$15,395 · $31,818+26.0%

0.47%Expense ratio$47 · $19 on $10k · lower wins0.19%

0.07%12-mo yield$7 · $36 on $10k0.36%

−24.0%Worst dropSmaller wins−29.7%

40.6%VolatilityLower wins46.4%

2–4SOXQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsARTY · SOXQ

4.8%AVGO9.8%

4.7%NVDA12.2%

5.2%AMD4.5%

4.3%MU7.8%

Held in common24.9%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.36%	−3.1%	+45.4%	+41.8%	+48.6%	+26.0%	−29.7%	$2.8B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.36%	−3.1%	+45.4%	+41.8%	+48.6%	+26.0%	−29.7%	$2.8B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARTY vs SOXQ

ARTY

iShares Future AI & Tech

$15,395

SOXQ

Invesco PHLX Semiconductor

$31,818

MeasureARTYSOXQ

Fee0.47%0.19%

Cost on $10k a year$47$19

Yield0.07%0.36%

5 years, per year+9.0%+26.0%

3 years, per year+32.1%+48.6%

Worst drop · 1Y−24.0%−29.7%

Volatility · 1Y40.6%46.4%

4–2measures won
SOXQ first

24.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ARTY, SOXQ, SMH, DRAM

Today

73.5%most shared, SOXQ and SMH

ARTYSOXQSMHDRAM

ARTY—24.9%23.3%8.7%

SOXQ24.9%—73.5%2.6%

SMH23.3%73.5%—3.3%

DRAM8.7%2.6%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$17most kept, SOXQ

SOXQ$36 − $19 = $17

SMH$22 − $35 = −$13

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee