CHAT vs FTXL

ACHAT

BFTXL

Measures won3–2CHAT wins · of 6 · 5Y

$10,000 · 5Y$26,337FTXL

Lowest cost0.60%FTXL · $60 on $10k

Most income2.57%CHAT · $257 on $10k

Smallest drop−37.3%CHAT · worst fall in 1Y

Held in common22.2%CHAT and FTXL

CHAT

FTXL

Roundhill Generative AI & Technology ETF · $1.5BFirst Trust Nasdaq Semiconductor ETF · $1.1B

+37.5%3 years · per year$25,985 · $28,694+42.1%

[…]5 years · per year[…] · $26,337+21.4%

0.75%Expense ratio$75 · $60 on $10k · lower wins0.60%

2.57%12-mo yield$257 · $10 on $10k0.10%

−37.3%Worst dropSmaller wins−40.1%

43.9%VolatilityLower wins51.0%

3–2CHAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · FTXL

8.0%NVDA7.9%

3.9%AMD4.5%

3.8%MU7.2%

3.0%AVGO7.6%

Held in common22.2%

End-of-day Nov 5, 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	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.10%	−12.4%	+37.4%	+45.9%	+42.1%	+21.4%	−40.1%	$1.1B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B

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

Both

5Y2 funds

#			Trend
1	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.10%	−12.4%	+37.4%	+45.9%	+42.1%	+21.4%	−40.1%	$1.1B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B

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

Cards for this view

CHAT vs FTXL

CHAT

Roundhill Generative AI & Technology

[…]

FTXL

First Trust Nasdaq Semiconductor

$26,337

MeasureCHATFTXL

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield2.57%0.10%

5 years, per year[…]+21.4%

3 years, per year+37.5%+42.1%

Worst drop · 1Y−37.3%−40.1%

Volatility · 1Y43.9%51.0%

3–2measures won
CHAT first

22.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CHAT, FTXL

Today

22.2%most shared, CHAT and FTXL

CHATFTXL

CHAT—22.2%

FTXL22.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

FTXL$10 − $60 = −$51

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee