IVES vs ARTY

AIVES

BARTY

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ARTY $14,163

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%IVES · $38 on $10k

Smallest drop−21.5%IVES · worst fall in 1Y

Held in common33.0%IVES and ARTY

IVES

ARTY

Dan Ives Wedbush AI Revolution ETF · $750MiShares Future AI & Tech ETF · $3.3B

[…]3 years · per year[…] · $21,351+28.8%

[…]5 years · per year[…] · $14,163+7.2%

0.75%Expense ratio$75 · $47 on $10k · lower wins0.47%

0.38%12-mo yield$38 · $7 on $10k0.07%

−21.5%Worst dropSmaller wins−27.7%

30.9%VolatilityLower wins42.1%

3–1IVES wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVES · ARTY

4.6%NVDA4.6%

4.6%AVGO4.7%

3.6%AMD4.8%

5.9%MSFT3.6%

Held in common33.0%

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	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$750M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$750M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

IVES vs ARTY

IVES

Dan Ives Wedbush AI Revolution

[…]

ARTY

iShares Future AI & Tech

$14,163

MeasureIVESARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield0.38%0.07%

5 years, per year[…]+7.2%

3 years, per year[…]+28.8%

Worst drop · 1Y−21.5%−27.7%

Volatility · 1Y30.9%42.1%

3–1measures won
IVES first

33.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVES, ARTY, DRAM, SMH

Today

33.0%most shared, IVES and ARTY

IVESARTYDRAMSMH

IVES—33.0%3.1%24.5%

ARTY33.0%—7.9%21.6%

DRAM3.1%7.9%—3.1%

SMH24.5%21.6%3.1%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IVES$38 − $75 = −$37

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

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