WTAI vs ARTY

AWTAI

BARTY

Measures won2–3ARTY wins · of 6 · 5Y

$10,000 · 5Y$14,163ARTY

Lowest cost0.45%WTAI · $45 on $10k

Most income1.67%WTAI · $167 on $10k

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

Held in common32.9%WTAI and ARTY

WTAI

ARTY

WisdomTree Artificial Intelligence and Innovation Fund · $587MiShares Future AI & Tech ETF · $3.1B

+25.9%3 years · per year$19,968 · $21,351+28.8%

[…]5 years · per year[…] · $14,163+7.2%

0.45%Expense ratio$45 · $47 on $10k · lower wins0.47%

1.67%12-mo yield$167 · $7 on $10k0.07%

−36.8%Worst dropSmaller wins−27.7%

43.7%VolatilityLower wins42.1%

2–3ARTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTAI · ARTY

5.4%NVDA4.6%

4.1%AVGO4.7%

4.9%MU3.7%

3.5%ORCL4.1%

Held in common32.9%

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

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B
2	AWTAI	WisdomTree Artificial Intelligence and Innovation FundRead Desk		0.45%	1.67%	+3.1%	+8.2%	+3.0%	+25.9%	new	−36.8%	$587M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.1B
2	AWTAI	WisdomTree Artificial Intelligence and Innovation FundRead Desk		0.45%	1.67%	+3.1%	+8.2%	+3.0%	+25.9%	new	−36.8%	$587M

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

WTAI vs ARTY

WTAI

WisdomTree Artificial Intelligence and Innovation Fund

[…]

ARTY

iShares Future AI & Tech

$14,163

MeasureWTAIARTY

Fee0.45%0.47%

Cost on $10k a year$45$47

Yield1.67%0.07%

5 years, per year[…]+7.2%

3 years, per year+25.9%+28.8%

Worst drop · 1Y−36.8%−27.7%

Volatility · 1Y43.7%42.1%

3–2measures won
ARTY first

32.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WTAI, ARTY

Today

32.9%most shared, WTAI and ARTY

WTAIARTY

WTAI—32.9%

ARTY32.9%—

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

Income After Fees on $10,000

$122most kept, WTAI

WTAI$167 − $45 = $122

ARTY$7 − $47 = −$40

KeptFee

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