WISE vs FXH

AWISE

BFXH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · FXH $11,760

Lowest cost0.35%WISE · $35 on $10k

Most income5.88%WISE · $588 on $10k

Smallest drop−12.2%FXH · worst fall in 1Y

Held in common2.3%WISE and FXH

WISE

FXH

Themes Generative Artificial Intelligence ETF · $22MFirst Trust Health Care AlphaDEX Fund · $1.2B

[…]3 years · per year[…] · $15,544+15.8%

[…]5 years · per year[…] · $11,760+3.3%

0.35%Expense ratio$35 · $61 on $10k · lower wins0.61%

5.88%12-mo yield$588 · $53 on $10k0.53%

−39.2%Worst dropSmaller wins−12.2%

36.1%VolatilityLower wins16.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWISE · FXH

5.2%CAI2.3%

Held in common2.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	−3.7%	+22.1%	+25.1%	+15.8%	+3.3%	−12.2%	$1.2B
3	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	−3.7%	+22.1%	+25.1%	+15.8%	+3.3%	−12.2%	$1.2B
3	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M

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 FXH

WISE

Themes Generative Artificial Intelligence

[…]

FXH

First Trust Health Care AlphaDEX Fund

$11,760

MeasureWISEFXH

Fee0.35%0.61%

Cost on $10k a year$35$61

Yield5.88%0.53%

5 years, per year[…]+3.3%

3 years, per year[…]+15.8%

Worst drop · 1Y−39.2%−12.2%

Volatility · 1Y36.1%16.8%

2–2measures won
level

2.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: WISE, FXH, SMH

Today

14.4%most shared, WISE and SMH

WISEFXHSMH

WISE—2.3%14.4%

FXH2.3%—0.0%

SMH14.4%0.0%—

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

FXH$53 − $61 = −$8

SMH$25 − $35 = −$10

KeptFee

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