SOXQ vs ARTY

ASOXQ

BARTY

Measures won4–2SOXQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXQ $28,316

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.40%SOXQ · $40 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common23.2%SOXQ and ARTY

SOXQ

ARTY

Invesco PHLX Semiconductor ETF · $2.7BiShares Future AI & Tech ETF · $3.1B

+42.6%3 years · per year$29,017 · $21,351+28.8%

+23.1%5 years · per year$28,316 · $14,163+7.2%

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

0.40%12-mo yield$40 · $7 on $10k0.07%

−38.2%Worst dropSmaller wins−27.7%

48.1%VolatilityLower wins42.1%

4–2SOXQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXQ · ARTY

10.1%AVGO4.7%

12.6%NVDA4.6%

4.4%AMD4.8%

7.0%MU3.7%

Held in common23.2%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.7B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk	0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.7B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B

End-of-day Nov 6, 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

$28,316

ARTY

iShares Future AI & Tech

$14,163

MeasureSOXQARTY

Fee0.19%0.47%

Cost on $10k a year$19$47

Yield0.40%0.07%

5 years, per year+23.1%+7.2%

3 years, per year+42.6%+28.8%

Worst drop · 1Y−38.2%−27.7%

Volatility · 1Y48.1%42.1%

4–2measures won
SOXQ first

23.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXQ, ARTY, SMH

Today

73.5%most shared, SOXQ and SMH

SOXQARTYSMH

SOXQ—23.2%73.5%

ARTY23.2%—21.6%

SMH73.5%21.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, SOXQ

SOXQ$40 − $19 = $21

SMH$24 − $35 = −$11

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee