ILDR vs BAI

AILDR

BBAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,773ILDR

Lowest cost0.65%BAI · $65 on $10k

Most income1.59%BAI · $159 on $10k

Smallest drop−17.5%ILDR · worst fall in 1Y

Held in common31.3%ILDR and BAI

ILDR

BAI

First Trust Innovation Leaders ETF · $334MiShares A.I. Innovation and Tech Active ETF · $11.6B

+30.1%3 years · per year$22,002 · […][…]

+9.5%5 years · per year$15,773 · […][…]

0.75%Expense ratio$75 · $65 on $10k · lower wins0.65%

0.00%12-mo yield$0 · $159 on $10k1.59%

−17.5%Worst dropSmaller wins−31.3%

25.8%VolatilityLower wins45.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsILDR · BAI

9.9%NVDA5.9%

5.4%AMD5.3%

3.6%AVGO4.6%

3.1%MSFT2.8%

Held in common31.3%

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

Both

5Y2 funds

#			Trend
1	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

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

ILDR vs BAI

ILDR

First Trust Innovation Leaders

$15,773

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureILDRBAI

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.00%1.59%

5 years, per year+9.5%[…]

3 years, per year+30.1%[…]

Worst drop · 1Y−17.5%−31.3%

Volatility · 1Y25.8%45.9%

2–2measures won
level

31.3%

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: ILDR, BAI

Today

31.3%most shared, ILDR and BAI

ILDRBAI

ILDR—31.3%

BAI31.3%—

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

Income After Fees on $10,000

$94most kept, BAI

BAI$159 − $65 = $94

ILDR$0 − $75 = −$75

KeptFee

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