CHAT vs SOXX

ACHAT

BSOXX

Measures won3–2CHAT wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income2.27%CHAT · $227 on $10k

Smallest drop−30.3%CHAT · worst fall in 1Y

Held in common26.3%CHAT and SOXX

CHAT

SOXX

Roundhill Generative AI & Technology ETF · $1.5BiShares Semiconductor ETF · $44.3B

+44.3%3 years · per year$30,041 · $31,937+47.3%

[…]5 years · per year[…] · $31,133+25.5%

0.75%Expense ratio$75 · $33 on $10k · lower wins0.33%

2.27%12-mo yield$227 · $27 on $10k0.27%

−30.3%Worst dropSmaller wins−30.7%

42.7%VolatilityLower wins47.7%

3–2CHAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · SOXX

8.0%NVDA8.0%

4.0%MU7.9%

3.7%AMD9.2%

3.0%AVGO7.6%

Held in common26.3%

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
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 SOXX

CHAT

Roundhill Generative AI & Technology

[…]

SOXX

iShares Semiconductor

$31,133

MeasureCHATSOXX

Fee0.75%0.33%

Cost on $10k a year$75$33

Yield2.27%0.27%

5 years, per year[…]+25.5%

3 years, per year+44.3%+47.3%

Worst drop · 1Y−30.3%−30.7%

Volatility · 1Y42.7%47.7%

3–2measures won
CHAT first

26.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: CHAT, SOXX

Today

26.3%most shared, CHAT and SOXX

CHATSOXX

CHAT—26.3%

SOXX26.3%—

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

SOXX$27 − $33 = −$6

KeptFee

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