WISE vs DRAM

AWISE

BDRAM

Measures won2–0WISE wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGV $11,584

Lowest cost0.35%WISE · $35 on $10k

Most income5.47%WISE · $547 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common0.0%WISE and DRAM

WISE

DRAM

Themes Generative Artificial Intelligence ETF · $20MRoundhill Memory ETF · $14.7B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $65 on $10k · lower wins0.65%

5.47%12-mo yield$547 · $0 on $10k0.00%

−39.2%Worst dropSmaller wins[…]

36.2%VolatilityLower wins[…]

2–0WISE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWISE · DRAM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M
4	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M
4	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WISE vs DRAM

WISE

Themes Generative Artificial Intelligence

[…]

DRAM

Roundhill Memory

[…]

MeasureWISEDRAM

Fee0.35%0.65%

Cost on $10k a year$35$65

Yield5.47%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−39.2%[…]

Volatility · 1Y36.2%[…]

2–0measures won
WISE first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: WISE, DRAM, SMH, IGV

Today

14.1%most shared, WISE and SMH

WISEDRAMSMHIGV

WISE—0.0%14.1%8.8%

DRAM0.0%—3.1%0.0%

SMH14.1%3.1%—4.8%

IGV8.8%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$512most kept, WISE

WISE$547 − $35 = $512

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee