IVEP vs FTXL

AIVEP

BFTXL

Measures won0–2FTXL wins · of 6 · 5Y

$10,000 · 5Y$31,419FTXL

Lowest cost0.60%FTXL · $60 on $10k

Most income0.08%FTXL · $8 on $10k

Smallest drop−32.6%FTXL · worst fall in 1Y

Held in common2.4%IVEP and FTXL

IVEP

FTXL

Dan IVES Wedbush AI Power & Infrastructure ETF · $14MFirst Trust Nasdaq Semiconductor ETF · $1.0B

[…]3 years · per year[…] · $33,482+49.6%

[…]5 years · per year[…] · $31,419+25.7%

0.75%Expense ratio$75 · $60 on $10k · lower wins0.60%

0.00%12-mo yield$0 · $8 on $10k0.08%

[…]Worst dropSmaller wins−32.6%

[…]VolatilityLower wins49.3%

0–2FTXL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVEP · FTXL

3.6%MPWR2.0%

2.5%COHR0.4%

Held in common2.4%

End-of-day Nov 3, 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	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	AIVEP	Dan IVES Wedbush AI Power & Infrastructure ETFRead Desk		0.75%	0.00%	+2.5%	new	new	new	new	[…]	$14M

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

Both

5Y2 funds

#			Trend
1	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.08%	+2.5%	+61.4%	+65.9%	+49.6%	+25.7%	−32.6%	$1.0B
2	AIVEP	Dan IVES Wedbush AI Power & Infrastructure ETFRead Desk		0.75%	0.00%	+2.5%	new	new	new	new	[…]	$14M

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

Cards for this view

IVEP vs FTXL

IVEP

Dan IVES Wedbush AI Power & Infrastructure

[…]

FTXL

First Trust Nasdaq Semiconductor

$31,419

MeasureIVEPFTXL

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield0.00%0.08%

5 years, per year[…]+25.7%

3 years, per year[…]+49.6%

Worst drop · 1Y[…]−32.6%

Volatility · 1Y[…]49.3%

2–0measures won
FTXL first

2.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IVEP, FTXL

Today

2.4%most shared, IVEP and FTXL

IVEPFTXL

IVEP—2.4%

FTXL2.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$52most kept, FTXL

FTXL$8 − $60 = −$52

IVEP$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee