IVES vs ARTY

AIVES

BARTY

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARTY $13,645

Lowest cost0.35%SMH · $35 on $10k

Most income0.39%IVES · $39 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 · $821MiShares Future AI & Tech ETF · $3.1B

[…]3 years · per year[…] · $20,629+27.3%

[…]5 years · per year[…] · $13,645+6.4%

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

0.39%12-mo yield$39 · $7 on $10k0.07%

−21.5%Worst dropSmaller wins−27.7%

30.8%VolatilityLower wins41.9%

3–1IVES wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVES · ARTY

4.7%AVGO4.8%

4.7%NVDA4.7%

4.0%AMD5.3%

3.9%MU4.1%

Held in common33.7%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

IVES vs ARTY

IVES

Dan Ives Wedbush AI Revolution

[…]

ARTY

iShares Future AI & Tech

$13,645

MeasureIVESARTY

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield0.39%0.07%

5 years, per year[…]+6.4%

3 years, per year[…]+27.3%

Worst drop · 1Y−21.5%−27.7%

Volatility · 1Y30.8%41.9%

3–1measures won
IVES first

33.7%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVES, ARTY, SMH, DRAM

Today

33.7%most shared, IVES and ARTY

IVESARTYSMHDRAM

IVES—33.7%25.8%3.2%

ARTY33.7%—23.0%8.5%

SMH25.8%23.0%—3.2%

DRAM3.2%8.5%3.2%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IVES$39 − $75 = −$36

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

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