IVES vs DRAM

AIVES

BDRAM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%DRAM · $65 on $10k

Most income0.36%IVES · $36 on $10k

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

Held in common3.3%IVES and DRAM

IVES

DRAM

Dan Ives Wedbush AI Revolution ETF · $830MRoundhill Memory ETF · $18.7B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $65 on $10k · lower wins0.65%

0.36%12-mo yield$36 · $0 on $10k0.00%

−21.5%Worst dropSmaller wins[…]

29.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIVES · DRAM

4.2%MU2.6%

4.2%SKHY0.7%

Held in common3.3%

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$830M
2	BDRAM	Roundhill Memory ETFRead Desk		0.65%	0.00%	−5.3%	new	new	new	new	[…]	$18.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$830M
2	BDRAM	Roundhill Memory ETFRead Desk		0.65%	0.00%	−5.3%	new	new	new	new	[…]	$18.7B

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 DRAM

IVES

Dan Ives Wedbush AI Revolution

[…]

DRAM

Roundhill Memory

[…]

MeasureIVESDRAM

Fee0.75%0.65%

Cost on $10k a year$75$65

Yield0.36%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−21.5%[…]

Volatility · 1Y29.8%[…]

1–1measures won
level

3.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVES, DRAM

Today

3.3%most shared, IVES and DRAM

IVESDRAM

IVES—3.3%

DRAM3.3%—

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

Income After Fees on $10,000

−$39most kept, IVES

IVES$36 − $75 = −$39

DRAM$0 − $65 = −$65

KeptFee

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