SOXX vs ARTY

ASOXX

BARTY

Measures won4–2SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · ARTY $14,163

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common23.7%SOXX and ARTY

SOXX

ARTY

iShares Semiconductor ETF · $39.1BiShares Future AI & Tech ETF · $3.3B

+40.3%3 years · per year$27,604 · $21,351+28.8%

+21.9%5 years · per year$26,892 · $14,163+7.2%

0.33%Expense ratio$33 · $47 on $10k · lower wins0.47%

0.76%12-mo yield$76 · $7 on $10k0.07%

−39.5%Worst dropSmaller wins−27.7%

49.4%VolatilityLower wins42.1%

4–2SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · ARTY

8.9%AMD4.8%

8.1%AVGO4.7%

8.5%NVDA4.6%

7.1%MU3.7%

Held in common23.7%

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

Both

5Y2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

End-of-day Nov 6, 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%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

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

SOXX vs ARTY

SOXX

iShares Semiconductor

$26,892

ARTY

iShares Future AI & Tech

$14,163

MeasureSOXXARTY

Fee0.33%0.47%

Cost on $10k a year$33$47

Yield0.76%0.07%

5 years, per year+21.9%+7.2%

3 years, per year+40.3%+28.8%

Worst drop · 1Y−39.5%−27.7%

Volatility · 1Y49.4%42.1%

4–2measures won
SOXX first

23.7%

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

$39.1BAssets$60.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXX, ARTY

Today

23.7%most shared, SOXX and ARTY

SOXXARTY

SOXX—23.7%

ARTY23.7%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

ARTY$7 − $47 = −$40

KeptFee

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