IGV vs ARTY

AIGV

BARTY

Measures won2–4ARTY wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ARTY $14,163

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common11.9%IGV and ARTY

IGV

ARTY

iShares Expanded Tech-Software Sector ETF · $12.4BiShares Future AI & Tech ETF · $3.3B

+13.3%3 years · per year$14,533 · $21,351+28.8%

+2.4%5 years · per year$11,264 · $14,163+7.2%

0.38%Expense ratio$38 · $47 on $10k · lower wins0.47%

0.02%12-mo yield$2 · $7 on $10k0.07%

−33.2%Worst dropSmaller wins−27.7%

32.9%VolatilityLower wins42.1%

2–4ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGV · ARTY

7.0%ORCL4.1%

9.5%MSFT3.6%

7.9%PLTR2.9%

1.5%WDAY1.3%

Held in common11.9%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGV vs ARTY

IGV

iShares Expanded Tech-Software Sector

$11,265

ARTY

iShares Future AI & Tech

$14,163

MeasureIGVARTY

Fee0.38%0.47%

Cost on $10k a year$38$47

Yield0.02%0.07%

5 years, per year+2.4%+7.2%

3 years, per year+13.3%+28.8%

Worst drop · 1Y−33.2%−27.7%

Volatility · 1Y32.9%42.1%

4–2measures won
ARTY first

11.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IGV, ARTY, SMH

Today

21.6%most shared, ARTY and SMH

IGVARTYSMH

IGV—11.9%4.9%

ARTY11.9%—21.6%

SMH4.9%21.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee