SOXQ vs ARTY

ASOXQ

BARTY

Measures won4–2SOXQ wins · of 6 · 5Y

$10,000 · 5Y$32,395SOXQ · ARTY $15,629

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.35%SOXQ · $35 on $10k

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

Held in common24.6%SOXQ and ARTY

SOXQ

ARTY

Invesco PHLX Semiconductor ETF · $2.7BiShares Future AI & Tech ETF · $3.6B

+49.5%3 years · per year$33,447 · $23,920+33.7%

+26.5%5 years · per year$32,395 · $15,629+9.3%

0.19%Expense ratio$19 · $47 on $10k · lower wins0.47%

0.35%12-mo yield$35 · $6 on $10k0.06%

−29.3%Worst dropSmaller wins−24.0%

46.3%VolatilityLower wins40.5%

4–2SOXQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXQ · ARTY

9.7%AVGO4.6%

12.3%NVDA4.6%

4.4%AMD5.3%

7.8%MU4.3%

Held in common24.6%

End-of-day Nov 3, 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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Three

5Y3 funds

#
1	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

Cards for this view

SOXQ vs ARTY

SOXQ

Invesco PHLX Semiconductor

$32,395

ARTY

iShares Future AI & Tech

$15,629

MeasureSOXQARTY

Fee0.19%0.47%

Cost on $10k a year$19$47

Yield0.35%0.06%

5 years, per year+26.5%+9.3%

3 years, per year+49.5%+33.7%

Worst drop · 1Y−29.3%−24.0%

Volatility · 1Y46.3%40.5%

4–2measures won
SOXQ first

24.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SOXQ, ARTY, DRAM

Today

24.6%most shared, SOXQ and ARTY

SOXQARTYDRAM

SOXQ—24.6%2.7%

ARTY24.6%—8.9%

DRAM2.7%8.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$16most kept, SOXQ

SOXQ$35 − $19 = $16

ARTY$6 − $47 = −$41

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee