ILDR vs BAI

AILDR

BBAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ILDR $14,710

Lowest cost0.35%SMH · $35 on $10k

Most income1.82%BAI · $182 on $10k

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

Held in common31.6%ILDR and BAI

ILDR

BAI

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

+26.4%3 years · per year$20,201 · […][…]

+8.0%5 years · per year$14,710 · […][…]

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

0.00%12-mo yield$0 · $182 on $10k1.82%

−18.7%Worst dropSmaller wins−40.0%

26.7%VolatilityLower wins47.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILDR · BAI

9.6%NVDA5.9%

5.5%AMD5.5%

3.6%AVGO4.7%

3.3%MSFT3.1%

Held in common31.6%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$11.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$11.6B

End-of-day Nov 5, 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

$14,710

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureILDRBAI

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.00%1.82%

5 years, per year+8.0%[…]

3 years, per year+26.4%[…]

Worst drop · 1Y−18.7%−40.0%

Volatility · 1Y26.7%47.7%

2–2measures won
level

31.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ILDR, BAI, SMH

Today

32.0%most shared, BAI and SMH

ILDRBAISMH

ILDR—31.6%24.1%

BAI31.6%—32.0%

SMH24.1%32.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, BAI

BAI$182 − $65 = $117

SMH$25 − $35 = −$10

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee