WISE vs SOXX

AWISE

BSOXX

Measures won3–1WISE wins · of 6 · 5Y

$10,000 · 5Y$26,093SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income5.88%WISE · $588 on $10k

Smallest drop−39.2%WISE · worst fall in 1Y

Held in common15.1%WISE and SOXX

WISE

SOXX

Themes Generative Artificial Intelligence ETF · $22MiShares Semiconductor ETF · $42.6B

[…]3 years · per year[…] · $27,297+39.8%

[…]5 years · per year[…] · $26,093+21.1%

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

5.88%12-mo yield$588 · $95 on $10k0.95%

−39.2%Worst dropSmaller wins−39.5%

36.1%VolatilityLower wins49.4%

3–1WISE wins

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · SOXX

5.5%NVDA8.2%

5.2%AMD9.4%

3.7%AVGO7.9%

0.7%CRDO1.4%

Held in common15.1%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	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 SOXX

WISE

Themes Generative Artificial Intelligence

[…]

SOXX

iShares Semiconductor

$26,093

MeasureWISESOXX

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield5.88%0.95%

5 years, per year[…]+21.1%

3 years, per year[…]+39.8%

Worst drop · 1Y−39.2%−39.5%

Volatility · 1Y36.1%49.4%

3–1measures won
WISE first

15.1%

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, SOXX

Today

15.1%most shared, WISE and SOXX

WISESOXX

WISE—15.1%

SOXX15.1%—

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

SOXX$95 − $33 = $62

KeptFee

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