CHAT vs AIQ

ACHAT

BAIQ

Measures won2–3AIQ wins · of 6 · 5Y

$10,000 · 5Y$19,010AIQ

Lowest cost0.68%AIQ · $68 on $10k

Most income2.27%CHAT · $227 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common36.4%CHAT and AIQ

CHAT

AIQ

Roundhill Generative AI & Technology ETF · $1.5BGlobal X - Artificial Intelligence & Technology ETF · $9.5B

+44.3%3 years · per year$30,041 · $23,294+32.6%

[…]5 years · per year[…] · $19,010+13.7%

0.75%Expense ratio$75 · $68 on $10k · lower wins0.68%

2.27%12-mo yield$227 · $8 on $10k0.08%

−30.3%Worst dropSmaller wins−20.2%

42.7%VolatilityLower wins29.7%

2–3AIQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · AIQ

5.5%MSFT4.0%

5.0%AMZN3.0%

4.4%META3.0%

8.0%NVDA2.9%

Held in common36.4%

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	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

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	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.7%	+17.1%	+12.3%	+32.6%	+13.7%	−20.2%	$9.5B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

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

CHAT vs AIQ

CHAT

Roundhill Generative AI & Technology

[…]

AIQ

Global X - Artificial Intelligence & Technology

$19,010

MeasureCHATAIQ

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield2.27%0.08%

5 years, per year[…]+13.7%

3 years, per year+44.3%+32.6%

Worst drop · 1Y−30.3%−20.2%

Volatility · 1Y42.7%29.7%

3–2measures won
AIQ first

36.4%

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: CHAT, AIQ

Today

36.4%most shared, CHAT and AIQ

CHATAIQ

CHAT—36.4%

AIQ36.4%—

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

Income After Fees on $10,000

$152most kept, CHAT

CHAT$227 − $75 = $152

AIQ$8 − $68 = −$60

KeptFee

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