SHOC vs ARTY

ASHOC

BARTY

Measures won3–2SHOC wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ARTY $15,395

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 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 · $210MiShares Future AI & Tech ETF · $3.5B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SHOC, ARTY, SMH

Today

67.4%most shared, SHOC and SMH

SHOCARTYSMH

SHOC—19.4%67.4%

ARTY19.4%—23.3%

SMH67.4%23.3%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

SHOC$14 − $40 = −$26

ARTY$7 − $47 = −$40

KeptFee

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