WTAI vs SOXX

AWTAI

BSOXX

Measures won3–2WTAI wins · of 6 · 5Y

$10,000 · 5Y$30,376SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income1.52%WTAI · $152 on $10k

Smallest drop−28.3%WTAI · worst fall in 1Y

Held in common33.7%WTAI and SOXX

WTAI

SOXX

WisdomTree Artificial Intelligence and Innovation Fund · $587MiShares Semiconductor ETF · $42.6B

+30.6%3 years · per year$22,266 · $31,353+46.4%

[…]5 years · per year[…] · $30,376+24.9%

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

1.52%12-mo yield$152 · $28 on $10k0.28%

−28.3%Worst dropSmaller wins−31.2%

41.9%VolatilityLower wins47.8%

3–2WTAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTAI · SOXX

5.4%NVDA8.2%

4.9%MU7.8%

4.1%AVGO7.8%

4.4%TSM3.3%

Held in common33.7%

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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 SOXX

WTAI

WisdomTree Artificial Intelligence and Innovation Fund

[…]

SOXX

iShares Semiconductor

$30,376

MeasureWTAISOXX

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield1.52%0.28%

5 years, per year[…]+24.9%

3 years, per year+30.6%+46.4%

Worst drop · 1Y−28.3%−31.2%

Volatility · 1Y41.9%47.8%

3–2measures won
WTAI first

33.7%

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, SOXX

Today

33.7%most shared, WTAI and SOXX

WTAISOXX

WTAI—33.7%

SOXX33.7%—

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

SOXX$28 − $33 = −$5

KeptFee

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