ILDR vs SOXX

AILDR

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · ILDR $15,165

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common21.4%ILDR and SOXX

ILDR

SOXX

First Trust Innovation Leaders ETF · $332MiShares Semiconductor ETF · $37.6B

+26.9%3 years · per year$20,427 · $27,604+40.3%

+8.7%5 years · per year$15,165 · $26,892+21.9%

0.75%Expense ratio$75 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $76 on $10k0.76%

−18.7%Worst dropSmaller wins−39.5%

26.8%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsILDR · SOXX

9.5%NVDA8.5%

4.9%AMD8.9%

3.4%AVGO8.1%

2.1%MU7.1%

Held in common21.4%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$332M

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$332M

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 SOXX

ILDR

First Trust Innovation Leaders

$15,165

SOXX

iShares Semiconductor

$26,892

MeasureILDRSOXX

Fee0.75%0.33%

Cost on $10k a year$75$33

Yield0.00%0.76%

5 years, per year+8.7%+21.9%

3 years, per year+26.9%+40.3%

Worst drop · 1Y−18.7%−39.5%

Volatility · 1Y26.8%49.4%

4–2measures won
SOXX first

21.4%

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ILDR, SOXX

Today

21.4%most shared, ILDR and SOXX

ILDRSOXX

ILDR—21.4%

SOXX21.4%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

ILDR$0 − $75 = −$75

KeptFee

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