IVES vs CIBR

AIVES

BCIBR

Measures won1–3CIBR wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%CIBR · $43 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common21.5%IVES and CIBR

IVES

CIBR

Dan Ives Wedbush AI Revolution ETF · $821MFirst Trust Nasdaq Cybersecurity ETF · $16.9B

[…]3 years · per year[…] · $20,670+27.4%

[…]5 years · per year[…] · $17,492+11.8%

0.75%Expense ratio$75 · $58 on $10k · lower wins0.58%

0.39%12-mo yield$39 · $43 on $10k0.43%

−21.5%Worst dropSmaller wins−20.6%

30.8%VolatilityLower wins31.1%

1–3CIBR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVES · CIBR

4.7%AVGO7.2%

3.4%PANW7.5%

3.4%CRWD8.6%

5.6%MSFT2.2%

Held in common21.5%

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	BCIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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	BCIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
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 CIBR

IVES

Dan Ives Wedbush AI Revolution

[…]

CIBR

First Trust Nasdaq Cybersecurity

$17,492

MeasureIVESCIBR

Fee0.75%0.58%

Cost on $10k a year$75$58

Yield0.39%0.43%

5 years, per year[…]+11.8%

3 years, per year[…]+27.4%

Worst drop · 1Y−21.5%−20.6%

Volatility · 1Y30.8%31.1%

2–1measures won
CIBR first

21.5%

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, CIBR, DRAM, SMH

Today

25.8%most shared, IVES and SMH

IVESCIBRDRAMSMH

IVES—21.5%3.2%25.8%

CIBR21.5%—0.0%5.8%

DRAM3.2%0.0%—3.2%

SMH25.8%5.8%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

CIBR$43 − $58 = −$15

IVES$39 − $75 = −$36

DRAM$0 − $65 = −$65

KeptFee

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