CHAT vs AIQ

ACHAT

BAIQ

Measures won2–3AIQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · AIQ $18,147

Lowest cost0.35%SMH · $35 on $10k

Most income2.49%CHAT · $249 on $10k

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

Held in common35.5%CHAT and AIQ

CHAT

AIQ

Roundhill Generative AI & Technology ETF · $1.4BGlobal X - Artificial Intelligence & Technology ETF · $9.6B

+38.2%3 years · per year$26,370 · $21,525+29.1%

[…]5 years · per year[…] · $18,147+12.7%

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

2.49%12-mo yield$249 · $8 on $10k0.08%

−37.3%Worst dropSmaller wins−20.2%

44.1%VolatilityLower wins30.2%

2–3AIQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · AIQ

6.5%MSFT4.3%

5.8%AMZN3.4%

4.8%META3.1%

6.8%GOOGL2.8%

Held in common35.5%

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	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.6B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.6B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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

CHAT vs AIQ

CHAT

Roundhill Generative AI & Technology

[…]

AIQ

Global X - Artificial Intelligence & Technology

$18,147

MeasureCHATAIQ

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield2.49%0.08%

5 years, per year[…]+12.7%

3 years, per year+38.2%+29.1%

Worst drop · 1Y−37.3%−20.2%

Volatility · 1Y44.1%30.2%

3–2measures won
AIQ first

35.5%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CHAT, AIQ, SMH

Today

35.5%most shared, CHAT and AIQ

CHATAIQSMH

CHAT—35.5%25.4%

AIQ35.5%—18.2%

SMH25.4%18.2%—

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

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

SMH$24 − $35 = −$11

AIQ$8 − $68 = −$60

KeptFee

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