BAI vs SOXX

ABAI

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−39.5%SOXX · worst fall in 1Y

Held in common34.6%BAI and SOXX

BAI

SOXX

iShares A.I. Innovation and Tech Active ETF · $10.5BiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

1.75%12-mo yield$175 · $76 on $10k0.76%

−40.0%Worst dropSmaller wins−39.5%

47.9%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBAI · SOXX

6.0%NVDA8.5%

5.3%MU7.1%

5.1%AMD8.9%

4.7%AVGO8.1%

Held in common34.6%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

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

BAI vs SOXX

BAI

iShares A.I. Innovation and Tech Active

[…]

SOXX

iShares Semiconductor

$26,892

MeasureBAISOXX

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield1.75%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−40.0%−39.5%

Volatility · 1Y47.9%49.4%

2–2measures won
level

34.6%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BAI, SOXX

Today

34.6%most shared, BAI and SOXX

BAISOXX

BAI—34.6%

SOXX34.6%—

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

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

SOXX$76 − $33 = $43

KeptFee

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