IVES vs SMH

AIVES

BSMH

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common25.4%IVES and SMH

Dan Ives Wedbush AI Revolution ETF · $767MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $32,788+48.6%

[…]5 years · per year[…] · $35,624+28.9%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.37%12-mo yield$37 · $23 on $10k0.23%

Cards for this view

IVES

Dan Ives Wedbush AI Revolution

[…]

SMH

VanEck Semiconductor

$35,624

MeasureIVESSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.37%0.23%

5 years, per year[…]+28.9%

3 years, per year[…]+48.6%

Worst drop · 1Y−21.5%−33.1%

Volatility · 1Y31.1%

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	−0.7%	+11.4%	+7.1%	new	new	−21.5%	$767M

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	−0.7%	+11.4%	+7.1%	new	new	−21.5%	$767M

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