SOXX vs CHAT

ASOXX

BCHAT

Measures won2–3CHAT wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income2.27%CHAT · $227 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common26.3%SOXX and CHAT

SOXX

CHAT

iShares Semiconductor ETF · $44.3BRoundhill Generative AI & Technology ETF · $1.5B

+47.3%3 years · per year$31,937 · $30,041+44.3%

+25.5%5 years · per year$31,133 · […][…]

0.33%Expense ratio$33 · $75 on $10k · lower wins0.75%

0.27%12-mo yield$27 · $227 on $10k2.27%

−30.7%Worst dropSmaller wins−30.3%

47.7%VolatilityLower wins42.7%

2–3CHAT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSOXX · CHAT

8.0%NVDA8.0%

7.9%MU4.0%

9.2%AMD3.7%

7.6%AVGO3.0%

Held in common26.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

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 CHAT

SOXX

iShares Semiconductor

$31,133

CHAT

Roundhill Generative AI & Technology

[…]

MeasureSOXXCHAT

Fee0.33%0.75%

Cost on $10k a year$33$75

Yield0.27%2.27%

5 years, per year+25.5%[…]

3 years, per year+47.3%+44.3%

Worst drop · 1Y−30.7%−30.3%

Volatility · 1Y47.7%42.7%

3–2measures won
CHAT first

26.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SOXX, CHAT, SMH, CIBR

Today

69.0%most shared, SOXX and SMH

SOXXCHATSMHCIBR

SOXX—26.3%69.0%7.0%

CHAT26.3%—26.6%18.3%

SMH69.0%26.6%—5.7%

CIBR7.0%18.3%5.7%—

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

Income After Fees on $10,000

$152most kept, CHAT

CHAT$227 − $75 = $152

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

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