ROBT vs TDIV

AROBT

BTDIV

Measures won0–6TDIV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · TDIV $20,505

Lowest cost0.35%SMH · $35 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common9.2%ROBT and TDIV

ROBT

TDIV

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $719MFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

+12.4%3 years · per year$14,213 · $20,674+27.4%

−1.0%5 years · per year$9,519 · $20,505+15.4%

0.65%Expense ratio$65 · $50 on $10k · lower wins0.50%

0.02%12-mo yield$2 · $147 on $10k1.47%

−20.5%Worst dropSmaller wins−16.3%

25.8%VolatilityLower wins21.5%

0–6TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBT · TDIV

1.8%IBM8.7%

1.6%CSCO1.9%

1.5%CRM1.9%

0.9%NXPI1.8%

Held in common9.2%

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
3	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk	0.65%	0.02%	−5.9%	+0.7%	−3.0%	+12.4%	−1.0%	−20.5%	$719M

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
3	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk	0.65%	0.02%	−5.9%	+0.7%	−3.0%	+12.4%	−1.0%	−20.5%	$719M

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

ROBT vs TDIV

ROBT

First Trust Nasdaq Artificial Intelligence and Robotics

$9,519

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

MeasureROBTTDIV

Fee0.65%0.50%

Cost on $10k a year$65$50

Yield0.02%1.47%

5 years, per year−1.0%+15.4%

3 years, per year+12.4%+27.4%

Worst drop · 1Y−20.5%−16.3%

Volatility · 1Y25.8%21.5%

6–0measures won
TDIV first

9.2%

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: ROBT, TDIV, SMH

Today

26.8%most shared, TDIV and SMH

ROBTTDIVSMH

ROBT—9.2%11.2%

TDIV9.2%—26.8%

SMH11.2%26.8%—

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

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

SMH$25 − $35 = −$10

ROBT$2 − $65 = −$63

KeptFee

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