CHAT vs SOXX

ACHAT

BSOXX

Measures won3–2CHAT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income2.31%CHAT · $231 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common26.3%CHAT and SOXX

CHAT

SOXX

Roundhill Generative AI & Technology ETF · $1.5BiShares Semiconductor ETF · $42.6B

+42.9%3 years · per year$29,167 · $31,353+46.4%

[…]5 years · per year[…] · $30,376+24.9%

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

2.31%12-mo yield$231 · $28 on $10k0.28%

−30.3%Worst dropSmaller wins−31.2%

42.8%VolatilityLower wins47.8%

3–2CHAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · SOXX

8.1%NVDA8.2%

4.1%MU7.8%

3.8%AMD9.0%

3.0%AVGO7.8%

Held in common26.3%

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%	$65.4B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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%	$65.4B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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 SOXX

CHAT

Roundhill Generative AI & Technology

[…]

SOXX

iShares Semiconductor

$30,376

MeasureCHATSOXX

Fee0.75%0.33%

Cost on $10k a year$75$33

Yield2.31%0.28%

5 years, per year[…]+24.9%

3 years, per year+42.9%+46.4%

Worst drop · 1Y−30.3%−31.2%

Volatility · 1Y42.8%47.8%

3–2measures won
CHAT first

26.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CHAT, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

CHATSOXXSMH

CHAT—26.3%26.8%

SOXX26.3%—69.8%

SMH26.8%69.8%—

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

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

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