IGPT vs ARTY

AIGPT

BARTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%SOXX · $28 on $10k

Smallest drop−24.0%ARTY · 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 · $3.5B

+37.9%3 years · per year$26,202 · $23,042+32.1%

+12.0%5 years · per year$17,622 · $15,395+9.0%

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

0.00%12-mo yield$0 · $7 on $10k0.07%

−24.9%Worst dropSmaller wins−24.0%

40.0%VolatilityLower wins40.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGPT · ARTY

8.8%AMD5.2%

8.7%NVDA4.7%

8.0%MU4.3%

2.7%MRVL3.9%

Held in common27.5%

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 Four

5Y4 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−0.9%	+37.5%	+33.0%	+37.9%	+12.0%	−24.9%	$1.2B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−0.9%	+37.5%	+33.0%	+37.9%	+12.0%	−24.9%	$1.2B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B

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

IGPT vs ARTY

IGPT

Invesco AI and Next Gen Software

$17,622

ARTY

iShares Future AI & Tech

$15,395

MeasureIGPTARTY

Fee0.57%0.47%

Cost on $10k a year$57$47

Yield0.00%0.07%

5 years, per year+12.0%+9.0%

3 years, per year+37.9%+32.1%

Worst drop · 1Y−24.9%−24.0%

Volatility · 1Y40.0%40.6%

3–3measures won
level

27.5%

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: IGPT, ARTY, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

IGPTARTYSMHSOXX

IGPT—27.5%30.9%35.3%

ARTY27.5%—23.3%25.6%

SMH30.9%23.3%—69.8%

SOXX35.3%25.6%69.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

ARTY$7 − $47 = −$40

IGPT$0 − $57 = −$57

KeptFee

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