WTAI vs SMH

AWTAI

BSMH

Measures won1–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.67%WTAI · $167 on $10k

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

Held in common31.8%WTAI and SMH

WTAI

SMH

WisdomTree Artificial Intelligence and Innovation Fund · $587MVanEck Semiconductor ETF · $60.7B

+25.9%3 years · per year$19,968 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

1.67%12-mo yield$167 · $24 on $10k0.24%

−36.8%Worst dropSmaller wins−33.1%

43.7%VolatilityLower wins42.9%

1–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWTAI · SMH

5.4%NVDA21.0%

4.4%TSM9.8%

4.9%MU4.1%

4.1%AVGO5.9%

Held in common31.8%

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 SMH

WTAI

WisdomTree Artificial Intelligence and Innovation Fund

[…]

SMH

VanEck Semiconductor

$34,950

MeasureWTAISMH

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.67%0.24%

5 years, per year[…]+28.4%

3 years, per year+25.9%+48.9%

Worst drop · 1Y−36.8%−33.1%

Volatility · 1Y43.7%42.9%

4–1measures won
SMH first

31.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WTAI, SMH, DRAM

Today

31.8%most shared, WTAI and SMH

WTAISMHDRAM

WTAI—31.8%14.0%

SMH31.8%—3.1%

DRAM14.0%3.1%—

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

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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