SHOC vs ARTY

ASHOC

BARTY

Measures won3–2SHOC wins · of 6 · 5Y

$10,000 · 5Y$15,395ARTY

Lowest cost0.40%SHOC · $40 on $10k

Most income0.14%SHOC · $14 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common19.4%SHOC and ARTY

SHOC

ARTY

Strive U.S. Semiconductor ETF · $205MiShares Future AI & Tech ETF · $3.6B

+45.6%3 years · per year$30,871 · $23,042+32.1%

[…]5 years · per year[…] · $15,395+9.0%

0.40%Expense ratio$40 · $47 on $10k · lower wins0.47%

0.14%12-mo yield$14 · $7 on $10k0.07%

−26.6%Worst dropSmaller wins−24.0%

42.8%VolatilityLower wins40.6%

3–2SHOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHOC · ARTY

6.6%AMD5.2%

12.2%AVGO4.8%

15.2%MU4.3%

3.7%MRVL3.9%

Held in common19.4%

End-of-day Nov 4, 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	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$205M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$205M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHOC vs ARTY

SHOC

Strive U.S. Semiconductor

[…]

ARTY

iShares Future AI & Tech

$15,395

MeasureSHOCARTY

Fee0.40%0.47%

Cost on $10k a year$40$47

Yield0.14%0.07%

5 years, per year[…]+9.0%

3 years, per year+45.6%+32.1%

Worst drop · 1Y−26.6%−24.0%

Volatility · 1Y42.8%40.6%

2–2measures won
level

19.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SHOC, ARTY

Today

19.4%most shared, SHOC and ARTY

SHOCARTY

SHOC—19.4%

ARTY19.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$26most kept, SHOC

SHOC$14 − $40 = −$26

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee