SOXX vs AIVC

ASOXX

BAIVC

Measures won4–2SOXX wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · AIVC $18,403

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

Smallest drop−23.3%AIVC · worst fall in 1Y

Held in common16.7%SOXX and AIVC

SOXX

AIVC

iShares Semiconductor ETF · $44.3BAmplify Bloomberg AI Value Chain ETF · $118M

+47.3%3 years · per year$31,937 · $30,589+45.2%

+25.5%5 years · per year$31,133 · $18,403+13.0%

0.33%Expense ratio$33 · $59 on $10k · lower wins0.59%

0.27%12-mo yield$27 · $12 on $10k0.12%

−30.7%Worst dropSmaller wins−23.3%

47.7%VolatilityLower wins37.8%

4–2SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · AIVC

7.6%AVGO2.4%

4.2%QCOM2.4%

3.4%MPWR2.3%

8.0%NVDA2.3%

Held in common16.7%

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

Both

5Y2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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

Both

5Y2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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

SOXX vs AIVC

SOXX

iShares Semiconductor

$31,133

AIVC

Amplify Bloomberg AI Value Chain

$18,403

MeasureSOXXAIVC

Fee0.33%0.59%

Cost on $10k a year$33$59

Yield0.27%0.12%

5 years, per year+25.5%+13.0%

3 years, per year+47.3%+45.2%

Worst drop · 1Y−30.7%−23.3%

Volatility · 1Y47.7%37.8%

4–2measures won
SOXX first

16.7%

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: SOXX, AIVC

Today

16.7%most shared, SOXX and AIVC

SOXXAIVC

SOXX—16.7%

AIVC16.7%—

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

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

AIVC$12 − $59 = −$47

KeptFee

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