IVES vs FTEC

AIVES

BFTEC

Measures won0–4FTEC wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · FTEC $20,633

Lowest cost0.08%FTEC · $8 on $10k

Most income0.43%FTEC · $43 on $10k

Smallest drop−17.7%FTEC · worst fall in 1Y

Held in common34.2%IVES and FTEC

IVES

FTEC

Dan Ives Wedbush AI Revolution ETF · $821MFidelity MSCI Information Technology Index ETF · $20.8B

[…]3 years · per year[…] · $21,366+28.8%

[…]5 years · per year[…] · $20,633+15.6%

0.75%Expense ratio$75 · $8 on $10k · lower wins0.08%

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

−21.5%Worst dropSmaller wins−17.7%

30.8%VolatilityLower wins26.6%

0–4FTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · FTEC

5.6%MSFT13.2%

5.5%AAPL18.2%

4.7%NVDA16.8%

4.7%AVGO4.2%

Held in common34.2%

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 Three

5Y3 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	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$20.8B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$20.8B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

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 FTEC

IVES

Dan Ives Wedbush AI Revolution

[…]

FTEC

Fidelity MSCI Information Technology Index

$20,633

MeasureIVESFTEC

Fee0.75%0.08%

Cost on $10k a year$75$8

Yield0.39%0.43%

5 years, per year[…]+15.6%

3 years, per year[…]+28.8%

Worst drop · 1Y−21.5%−17.7%

Volatility · 1Y30.8%26.6%

3–0measures won
FTEC first

34.2%

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, FTEC, SMH

Today

37.2%most shared, FTEC and SMH

IVESFTECSMH

IVES—34.2%25.8%

FTEC34.2%—37.2%

SMH25.8%37.2%—

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

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

SMH$25 − $35 = −$10

IVES$39 − $75 = −$36

KeptFee

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