ARTY vs SOXX

AARTY

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · ARTY $15,629

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

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

Held in common25.8%ARTY and SOXX

ARTY

SOXX

iShares Future AI & Tech ETF · $3.6BiShares Semiconductor ETF · $44.3B

+33.7%3 years · per year$23,920 · $31,937+47.3%

+9.3%5 years · per year$15,629 · $31,133+25.5%

0.47%Expense ratio$47 · $33 on $10k · lower wins0.33%

0.06%12-mo yield$6 · $27 on $10k0.27%

−24.0%Worst dropSmaller wins−30.7%

40.5%VolatilityLower wins47.7%

2–4SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · SOXX

5.3%AMD9.2%

4.6%AVGO7.6%

4.6%NVDA8.0%

4.3%MU7.9%

Held in common25.8%

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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 SOXX

ARTY

iShares Future AI & Tech

$15,629

SOXX

iShares Semiconductor

$31,133

MeasureARTYSOXX

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield0.06%0.27%

5 years, per year+9.3%+25.5%

3 years, per year+33.7%+47.3%

Worst drop · 1Y−24.0%−30.7%

Volatility · 1Y40.5%47.7%

4–2measures won
SOXX first

25.8%

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, SOXX, DRAM

Today

25.8%most shared, ARTY and SOXX

ARTYSOXXDRAM

ARTY—25.8%8.9%

SOXX25.8%—3.4%

DRAM8.9%3.4%—

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

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

ARTY$6 − $47 = −$41

DRAM$0 − $65 = −$65

KeptFee

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