IVES vs CIBR

AIVES

BCIBR

Measures won1–3CIBR wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%SMH · $35 on $10k

Most income0.40%CIBR · $40 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common21.5%IVES and CIBR

IVES

CIBR

Dan Ives Wedbush AI Revolution ETF · $833MFirst Trust Nasdaq Cybersecurity ETF · $16.9B

[…]3 years · per year[…] · $22,495+31.0%

[…]5 years · per year[…] · $18,857+13.5%

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

0.36%12-mo yield$36 · $40 on $10k0.40%

−21.5%Worst dropSmaller wins−21.1%

29.8%VolatilityLower wins30.5%

1–3CIBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · CIBR

4.7%AVGO7.4%

3.4%CRWD8.7%

3.4%PANW7.5%

3.9%IBM2.2%

Held in common21.5%

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	BCIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
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	BCIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
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 CIBR

IVES

Dan Ives Wedbush AI Revolution

[…]

CIBR

First Trust Nasdaq Cybersecurity

$18,857

MeasureIVESCIBR

Fee0.75%0.58%

Cost on $10k a year$75$58

Yield0.36%0.40%

5 years, per year[…]+13.5%

3 years, per year[…]+31.0%

Worst drop · 1Y−21.5%−21.1%

Volatility · 1Y29.8%30.5%

2–1measures won
CIBR first

21.5%

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, CIBR, SMH

Today

26.3%most shared, IVES and SMH

IVESCIBRSMH

IVES—21.5%26.3%

CIBR21.5%—5.8%

SMH26.3%5.8%—

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

CIBR$40 − $58 = −$18

IVES$36 − $75 = −$39

KeptFee

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