IVES vs FTXL

AIVES

BFTXL

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$27,165FTXL

Lowest cost0.60%FTXL · $60 on $10k

Most income0.38%IVES · $38 on $10k

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

Held in common16.3%IVES and FTXL

IVES

FTXL

Dan Ives Wedbush AI Revolution ETF · $767MFirst Trust Nasdaq Semiconductor ETF · $925M

[…]3 years · per year[…] · $29,257+43.0%

[…]5 years · per year[…] · $27,165+22.1%

0.75%Expense ratio$75 · $60 on $10k · lower wins0.60%

0.38%12-mo yield$38 · $9 on $10k0.09%

−21.5%Worst dropSmaller wins−40.1%

30.9%VolatilityLower wins51.0%

3–1IVES wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVES · FTXL

4.6%NVDA8.2%

4.6%AVGO7.8%

3.6%AMD4.3%

3.5%MU6.8%

Held in common16.3%

End-of-day Nov 6, 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
1	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.09%	+4.0%	+42.9%	+46.1%	+43.0%	+22.1%	−40.1%	$925M
2	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$767M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk		0.60%	0.09%	+4.0%	+42.9%	+46.1%	+43.0%	+22.1%	−40.1%	$925M
2	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$767M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVES vs FTXL

IVES

Dan Ives Wedbush AI Revolution

[…]

FTXL

First Trust Nasdaq Semiconductor

$27,165

MeasureIVESFTXL

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield0.38%0.09%

5 years, per year[…]+22.1%

3 years, per year[…]+43.0%

Worst drop · 1Y−21.5%−40.1%

Volatility · 1Y30.9%51.0%

3–1measures won
IVES first

16.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IVES, FTXL

Today

16.3%most shared, IVES and FTXL

IVESFTXL

IVES—16.3%

FTXL16.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$37most kept, IVES

IVES$38 − $75 = −$37

FTXL$9 − $60 = −$51

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee