FTXL vs AIVC

AFTXL

BAIVC

Measures won2–4AIVC wins · of 6 · 5Y

$10,000 · 5Y$31,419FTXL · AIVC $18,403

Lowest cost0.59%AIVC · $59 on $10k

Most income0.12%AIVC · $12 on $10k

Smallest drop−23.3%AIVC · worst fall in 1Y

Held in common15.5%FTXL and AIVC

FTXL

AIVC

First Trust Nasdaq Semiconductor ETF · $1.0BAmplify Bloomberg AI Value Chain ETF · $118M

+49.6%3 years · per year$33,482 · $30,589+45.2%

+25.7%5 years · per year$31,419 · $18,403+13.0%

0.60%Expense ratio$60 · $59 on $10k · lower wins0.59%

0.08%12-mo yield$8 · $12 on $10k0.12%

−32.6%Worst dropSmaller wins−23.3%

49.3%VolatilityLower wins37.8%

2–4AIVC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTXL · AIVC

7.4%AVGO2.4%

8.1%QCOM2.4%

7.7%NVDA2.3%

7.7%MU2.1%

Held in common15.5%

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

All Three

5Y3 funds

#
1	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Three

5Y3 funds

#
1	AFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk	0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

FTXL vs AIVC

FTXL

First Trust Nasdaq Semiconductor

$31,419

AIVC

Amplify Bloomberg AI Value Chain

$18,403

MeasureFTXLAIVC

Fee0.60%0.59%

Cost on $10k a year$60$59

Yield0.08%0.12%

5 years, per year+25.7%+13.0%

3 years, per year+49.6%+45.2%

Worst drop · 1Y−32.6%−23.3%

Volatility · 1Y49.3%37.8%

3–2measures won
AIVC first

15.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FTXL, AIVC, DRAM

Today

15.5%most shared, FTXL and AIVC

FTXLAIVCDRAM

FTXL—15.5%2.7%

AIVC15.5%—10.5%

DRAM2.7%10.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$47most kept, AIVC

AIVC$12 − $59 = −$47

FTXL$8 − $60 = −$52

DRAM$0 − $65 = −$65

KeptFee

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