BAI vs SMH

ABAI

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income1.55%BAI · $155 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common31.8%BAI and SMH

BAI

SMH

iShares A.I. Innovation and Tech Active ETF · $11.9BVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.55%12-mo yield$155 · $21 on $10k0.21%

−30.9%Worst dropSmaller wins−24.6%

45.8%VolatilityLower wins41.1%

1–3SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBAI · SMH

5.7%NVDA20.5%

5.4%AMD5.1%

5.0%TSM9.7%

6.2%MU4.6%

Held in common31.8%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	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 SMH

BAI

iShares A.I. Innovation and Tech Active

[…]

SMH

VanEck Semiconductor

$39,579

MeasureBAISMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.55%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y−30.9%−24.6%

Volatility · 1Y45.8%41.1%

3–1measures won
SMH first

31.8%

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, SMH, CIBR, SOXX

Today

69.0%most shared, SMH and SOXX

BAISMHCIBRSOXX

BAI—31.8%15.9%36.0%

SMH31.8%—5.7%69.0%

CIBR15.9%5.7%—7.0%

SOXX36.0%69.0%7.0%—

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

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

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