WISE vs ARTY

AWISE

BARTY

Measures won3–1WISE wins · of 6 · 5Y

$10,000 · 5Y$13,645ARTY

Lowest cost0.35%WISE · $35 on $10k

Most income5.88%WISE · $588 on $10k

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

Held in common24.2%WISE and ARTY

WISE

ARTY

Themes Generative Artificial Intelligence ETF · $22MiShares Future AI & Tech ETF · $3.5B

[…]3 years · per year[…] · $20,629+27.3%

[…]5 years · per year[…] · $13,645+6.4%

0.35%Expense ratio$35 · $47 on $10k · lower wins0.47%

5.88%12-mo yield$588 · $7 on $10k0.07%

−39.2%Worst dropSmaller wins−27.7%

36.1%VolatilityLower wins41.9%

3–1WISE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWISE · ARTY

5.2%AMD5.3%

5.5%NVDA4.7%

3.7%AVGO4.8%

3.4%ORCL4.0%

Held in common24.2%

End-of-day Nov 5, 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	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.5B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

Cards for this view

WISE vs ARTY

WISE

Themes Generative Artificial Intelligence

[…]

ARTY

iShares Future AI & Tech

$13,645

MeasureWISEARTY

Fee0.35%0.47%

Cost on $10k a year$35$47

Yield5.88%0.07%

5 years, per year[…]+6.4%

3 years, per year[…]+27.3%

Worst drop · 1Y−39.2%−27.7%

Volatility · 1Y36.1%41.9%

3–1measures won
WISE first

24.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WISE, ARTY, DRAM

Today

24.2%most shared, WISE and ARTY

WISEARTYDRAM

WISE—24.2%0.0%

ARTY24.2%—8.5%

DRAM0.0%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$553most kept, WISE

WISE$588 − $35 = $553

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee