BAI vs ARKK

ABAI

BARKK

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$6,738ARKK

Lowest cost0.65%BAI · $65 on $10k

Most income1.55%BAI · $155 on $10k

Smallest drop−28.6%ARKK · worst fall in 1Y

Held in common16.3%BAI and ARKK

BAI

ARKK

iShares A.I. Innovation and Tech Active ETF · $11.9BARK Innovation ETF · $7.9B

[…]3 years · per year[…] · $23,554+33.1%

[…]5 years · per year[…] · $6,738−7.6%

0.65%Expense ratio$65 · $75 on $10k · lower wins0.75%

1.55%12-mo yield$155 · $0 on $10k0.00%

−30.9%Worst dropSmaller wins−28.6%

45.8%VolatilityLower wins37.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBAI · ARKK

3.5%SPCX6.3%

5.7%NVDA3.0%

2.3%AMZN2.4%

4.4%AVGO1.9%

Held in common16.3%

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

Both

5Y2 funds

#			Trend
1	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

Both

5Y2 funds

#			Trend
1	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

BAI vs ARKK

BAI

iShares A.I. Innovation and Tech Active

[…]

ARKK

ARK Innovation

$6,738

MeasureBAIARKK

Fee0.65%0.75%

Cost on $10k a year$65$75

Yield1.55%0.00%

5 years, per year[…]−7.6%

3 years, per year[…]+33.1%

Worst drop · 1Y−30.9%−28.6%

Volatility · 1Y45.8%37.5%

2–2measures won
level

16.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BAI, ARKK

Today

16.3%most shared, BAI and ARKK

BAIARKK

BAI—16.3%

ARKK16.3%—

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

ARKK$0 − $75 = −$75

KeptFee

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