TMAT vs ARKK

ATMAT

BARKK

Measures won4–2TMAT wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · TMAT $10,480

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common7.4%TMAT and ARKK

TMAT

ARKK

Main Thematic Innovation ETF · $218MARK Innovation ETF · $7.9B

+24.2%3 years · per year$19,140 · $21,371+28.8%

+0.9%5 years · per year$10,480 · $6,326−8.8%

0.79%Expense ratio$79 · $75 on $10k · lower wins0.75%

0.02%12-mo yield$2 · $0 on $10k0.00%

−23.4%Worst dropSmaller wins−25.3%

30.4%VolatilityLower wins38.4%

4–2TMAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMAT · ARKK

2.0%AMD1.8%

1.4%TWST3.1%

1.8%NET1.0%

1.0%TSM1.0%

Held in common7.4%

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%	$60.7B
2	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+3.2%	−1.9%	−11.2%	+28.8%	−8.8%	−25.3%	$7.9B

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%	$60.7B
2	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+3.2%	−1.9%	−11.2%	+28.8%	−8.8%	−25.3%	$7.9B

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

TMAT vs ARKK

TMAT

Main Thematic Innovation

$10,480

ARKK

ARK Innovation

$6,326

MeasureTMATARKK

Fee0.79%0.75%

Cost on $10k a year$79$75

Yield0.02%0.00%

5 years, per year+0.9%−8.8%

3 years, per year+24.2%+28.8%

Worst drop · 1Y−23.4%−25.3%

Volatility · 1Y30.4%38.4%

3–2measures won
TMAT first

7.4%

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: TMAT, ARKK, SMH

Today

9.8%most shared, TMAT and SMH

TMATARKKSMH

TMAT—7.4%9.8%

ARKK7.4%—6.6%

SMH9.8%6.6%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

ARKK$0 − $75 = −$75

TMAT$2 − $79 = −$77

KeptFee

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