CHAT vs ARTY

ACHAT

BARTY

Measures won2–3ARTY wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ARTY $15,395

Lowest cost0.35%SMH · $35 on $10k

Most income2.31%CHAT · $231 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common35.6%CHAT and ARTY

CHAT

ARTY

Roundhill Generative AI & Technology ETF · $1.5BiShares Future AI & Tech ETF · $3.6B

+42.9%3 years · per year$29,167 · $23,042+32.1%

[…]5 years · per year[…] · $15,395+9.0%

0.75%Expense ratio$75 · $47 on $10k · lower wins0.47%

2.31%12-mo yield$231 · $7 on $10k0.07%

−30.3%Worst dropSmaller wins−24.0%

42.8%VolatilityLower wins40.6%

2–3ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · ARTY

8.1%NVDA4.7%

4.1%MU4.3%

3.8%AMD5.2%

5.6%MSFT3.1%

Held in common35.6%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CHAT vs ARTY

CHAT

Roundhill Generative AI & Technology

[…]

ARTY

iShares Future AI & Tech

$15,395

MeasureCHATARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield2.31%0.07%

5 years, per year[…]+9.0%

3 years, per year+42.9%+32.1%

Worst drop · 1Y−30.3%−24.0%

Volatility · 1Y42.8%40.6%

3–2measures won
ARTY first

35.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CHAT, ARTY, SMH

Today

35.6%most shared, CHAT and ARTY

CHATARTYSMH

CHAT—35.6%26.8%

ARTY35.6%—23.3%

SMH26.8%23.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

SMH$22 − $35 = −$13

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee