IGPT vs ARTY

AIGPT

BARTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · PAVE $20,605

Lowest cost0.35%SMH · $35 on $10k

Most income0.79%PAVE · $79 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common27.5%IGPT and ARTY

IGPT

ARTY

Invesco AI and Next Gen Software ETF · $1.2BiShares Future AI & Tech ETF · $3.6B

+39.0%3 years · per year$26,865 · $23,920+33.7%

+12.1%5 years · per year$17,665 · $15,629+9.3%

0.57%Expense ratio$57 · $47 on $10k · lower wins0.47%

0.00%12-mo yield$0 · $6 on $10k0.06%

−24.9%Worst dropSmaller wins−24.0%

40.0%VolatilityLower wins40.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGPT · ARTY

8.7%AMD5.3%

8.6%NVDA4.6%

8.0%MU4.3%

2.8%MRVL4.3%

Held in common27.5%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

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

IGPT vs ARTY

IGPT

Invesco AI and Next Gen Software

$17,665

ARTY

iShares Future AI & Tech

$15,629

MeasureIGPTARTY

Fee0.57%0.47%

Cost on $10k a year$57$47

Yield0.00%0.06%

5 years, per year+12.1%+9.3%

3 years, per year+39.0%+33.7%

Worst drop · 1Y−24.9%−24.0%

Volatility · 1Y40.0%40.5%

3–3measures won
level

27.5%

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: IGPT, ARTY, SMH, PAVE

Today

30.9%most shared, IGPT and SMH

IGPTARTYSMHPAVE

IGPT—27.5%30.9%1.2%

ARTY27.5%—22.9%0.0%

SMH30.9%22.9%—0.0%

PAVE1.2%0.0%0.0%—

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

Income After Fees on $10,000

$32most kept, PAVE

PAVE$79 − $47 = $32

SMH$21 − $35 = −$14

ARTY$6 − $47 = −$41

IGPT$0 − $57 = −$57

KeptFee

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