ARTY vs SOXX

AARTY

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common23.7%ARTY and SOXX

ARTY

SOXX

iShares Future AI & Tech ETF · $3.1BiShares Semiconductor ETF · $37.6B

+28.8%3 years · per year$21,351 · $27,604+40.3%

+7.2%5 years · per year$14,163 · $26,892+21.9%

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

0.07%12-mo yield$7 · $76 on $10k0.76%

−27.7%Worst dropSmaller wins−39.5%

42.1%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · SOXX

4.8%AMD8.9%

4.7%AVGO8.1%

4.6%NVDA8.5%

3.7%MU7.1%

Held in common23.7%

End-of-day Nov 6, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B

End-of-day Nov 6, 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

$14,163

SOXX

iShares Semiconductor

$26,892

MeasureARTYSOXX

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield0.07%0.76%

5 years, per year+7.2%+21.9%

3 years, per year+28.8%+40.3%

Worst drop · 1Y−27.7%−39.5%

Volatility · 1Y42.1%49.4%

4–2measures won
SOXX first

23.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ARTY, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

ARTYSOXXSMH

ARTY—23.7%21.6%

SOXX23.7%—69.6%

SMH21.6%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee