CHAT vs ARTY

ACHAT

BARTY

Measures won2–3ARTY wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ARTY $14,163

Lowest cost0.35%SMH · $35 on $10k

Most income2.49%CHAT · $249 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common35.0%CHAT and ARTY

CHAT

ARTY

Roundhill Generative AI & Technology ETF · $1.4BiShares Future AI & Tech ETF · $3.3B

+38.2%3 years · per year$26,370 · $21,351+28.8%

[…]5 years · per year[…] · $14,163+7.2%

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

2.49%12-mo yield$249 · $7 on $10k0.07%

−37.3%Worst dropSmaller wins−27.7%

44.1%VolatilityLower wins42.1%

2–3ARTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCHAT · ARTY

8.0%NVDA4.6%

6.5%MSFT3.6%

3.5%AMD4.8%

3.5%MU3.7%

Held in common35.0%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
4	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 ARTY

CHAT

Roundhill Generative AI & Technology

[…]

ARTY

iShares Future AI & Tech

$14,163

MeasureCHATARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield2.49%0.07%

5 years, per year[…]+7.2%

3 years, per year+38.2%+28.8%

Worst drop · 1Y−37.3%−27.7%

Volatility · 1Y44.1%42.1%

3–2measures won
ARTY first

35.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CHAT, ARTY, SMH, IGV

Today

35.0%most shared, CHAT and ARTY

CHATARTYSMHIGV

CHAT—35.0%25.4%14.1%

ARTY35.0%—21.6%11.9%

SMH25.4%21.6%—4.9%

IGV14.1%11.9%4.9%—

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

IGV$2 − $38 = −$36

ARTY$7 − $47 = −$40

KeptFee

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