IVES vs SMH

AIVES

BSMH

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

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

Held in common25.1%IVES and SMH

IVES

SMH

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

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

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

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

−21.5%Worst dropSmaller wins−33.1%

31.1%VolatilityLower wins43.1%

3–1IVES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · SMH

4.6%NVDA20.7%

4.6%TSM10.0%

4.5%AVGO5.7%

3.9%AMD5.4%

Held in common25.1%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVES vs SMH

IVES

Dan Ives Wedbush AI Revolution

[…]

SMH

VanEck Semiconductor

$36,298

MeasureIVESSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.37%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−21.5%−33.1%

Volatility · 1Y31.1%43.1%

3–1measures won
IVES first

25.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IVES, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

IVESSMHSOXX

IVES—25.1%23.0%

SMH25.1%—69.6%

SOXX23.0%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

IVES$37 − $75 = −$38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee