ARTY vs SOXQ

AARTY

BSOXQ

Measures won2–4SOXQ wins · of 6 · 5Y

$10,000 · 5Y$32,395SOXQ · SOXX $31,133

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.35%SOXQ · $35 on $10k

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

Held in common24.6%ARTY and SOXQ

ARTY

SOXQ

iShares Future AI & Tech ETF · $3.6BInvesco PHLX Semiconductor ETF · $2.7B

+33.7%3 years · per year$23,920 · $33,447+49.5%

+9.3%5 years · per year$15,629 · $32,395+26.5%

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

0.06%12-mo yield$6 · $35 on $10k0.35%

−24.0%Worst dropSmaller wins−29.3%

40.5%VolatilityLower wins46.3%

2–4SOXQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · SOXQ

4.6%AVGO9.7%

4.6%NVDA12.3%

5.3%AMD4.4%

4.3%MU7.8%

Held in common24.6%

End-of-day Nov 3, 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	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

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

All Three

5Y3 funds

#
1	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

End-of-day Nov 3, 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

$15,629

SOXQ

Invesco PHLX Semiconductor

$32,395

MeasureARTYSOXQ

Fee0.47%0.19%

Cost on $10k a year$47$19

Yield0.06%0.35%

5 years, per year+9.3%+26.5%

3 years, per year+33.7%+49.5%

Worst drop · 1Y−24.0%−29.3%

Volatility · 1Y40.5%46.3%

4–2measures won
SOXQ first

24.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ARTY, SOXQ, SOXX

Today

82.8%most shared, SOXQ and SOXX

ARTYSOXQSOXX

ARTY—24.6%25.8%

SOXQ24.6%—82.8%

SOXX25.8%82.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$16most kept, SOXQ

SOXQ$35 − $19 = $16

SOXX$27 − $33 = −$6

ARTY$6 − $47 = −$41

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee