WTAI vs SMH

AWTAI

BSMH

Measures won1–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.52%WTAI · $152 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common32.5%WTAI and SMH

WTAI

SMH

WisdomTree Artificial Intelligence and Innovation Fund · $587MVanEck Semiconductor ETF · $65.4B

+30.6%3 years · per year$22,266 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

1.52%12-mo yield$152 · $22 on $10k0.22%

−28.3%Worst dropSmaller wins−24.6%

41.9%VolatilityLower wins41.2%

1–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTAI · SMH

5.4%NVDA20.6%

4.9%MU4.6%

4.4%TSM9.6%

4.1%AVGO5.8%

Held in common32.5%

End-of-day Nov 4, 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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWTAI	WisdomTree Artificial Intelligence and Innovation FundRead Desk		0.45%	1.52%	−3.2%	+19.0%	+9.8%	+30.6%	new	−28.3%	$587M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWTAI	WisdomTree Artificial Intelligence and Innovation FundRead Desk		0.45%	1.52%	−3.2%	+19.0%	+9.8%	+30.6%	new	−28.3%	$587M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTAI vs SMH

WTAI

WisdomTree Artificial Intelligence and Innovation Fund

[…]

SMH

VanEck Semiconductor

$38,820

MeasureWTAISMH

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.52%0.22%

5 years, per year[…]+31.2%

3 years, per year+30.6%+54.7%

Worst drop · 1Y−28.3%−24.6%

Volatility · 1Y41.9%41.2%

4–1measures won
SMH first

32.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WTAI, SMH

Today

32.5%most shared, WTAI and SMH

WTAISMH

WTAI—32.5%

SMH32.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, WTAI

WTAI$152 − $45 = $107

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee