IVES vs ARTY

AIVES

BARTY

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ARTY $15,395

Lowest cost0.35%SMH · $35 on $10k

Most income0.36%IVES · $36 on $10k

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

Held in common33.7%IVES and ARTY

IVES

ARTY

Dan Ives Wedbush AI Revolution ETF · $833MiShares Future AI & Tech ETF · $3.5B

[…]3 years · per year[…] · $23,042+32.1%

[…]5 years · per year[…] · $15,395+9.0%

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

0.36%12-mo yield$36 · $7 on $10k0.07%

−21.5%Worst dropSmaller wins−24.0%

29.8%VolatilityLower wins40.6%

3–1IVES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · ARTY

4.7%NVDA4.7%

4.7%AVGO4.8%

4.2%MU4.3%

3.9%AMD5.2%

Held in common33.7%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

End-of-day Nov 4, 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

$15,395

MeasureIVESARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield0.36%0.07%

5 years, per year[…]+9.0%

3 years, per year[…]+32.1%

Worst drop · 1Y−21.5%−24.0%

Volatility · 1Y29.8%40.6%

3–1measures won
IVES first

33.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVES, ARTY, SMH

Today

33.7%most shared, IVES and ARTY

IVESARTYSMH

IVES—33.7%26.3%

ARTY33.7%—23.3%

SMH26.3%23.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IVES$36 − $75 = −$39

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee