ILDR vs BAI

AILDR

BBAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ILDR $15,165

Lowest cost0.35%SMH · $35 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−18.7%ILDR · worst fall in 1Y

Held in common31.2%ILDR and BAI

ILDR

BAI

First Trust Innovation Leaders ETF · $316MiShares A.I. Innovation and Tech Active ETF · $10.5B

+26.9%3 years · per year$20,427 · […][…]

+8.7%5 years · per year$15,165 · […][…]

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

0.00%12-mo yield$0 · $175 on $10k1.75%

−18.7%Worst dropSmaller wins−40.0%

26.8%VolatilityLower wins47.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILDR · BAI

9.5%NVDA6.0%

4.9%AMD5.1%

3.5%MSFT3.5%

3.4%AVGO4.7%

Held in common31.2%

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 Four

5Y4 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	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

ILDR vs BAI

ILDR

First Trust Innovation Leaders

$15,165

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureILDRBAI

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.00%1.75%

5 years, per year+8.7%[…]

3 years, per year+26.9%[…]

Worst drop · 1Y−18.7%−40.0%

Volatility · 1Y26.8%47.9%

2–2measures won
level

31.2%

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: ILDR, BAI, DRAM, SMH

Today

31.2%most shared, ILDR and BAI

ILDRBAIDRAMSMH

ILDR—31.2%2.1%22.9%

BAI31.2%—7.4%31.1%

DRAM2.1%7.4%—3.1%

SMH22.9%31.1%3.1%—

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

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

ILDR$0 − $75 = −$75

KeptFee

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