XAIX vs ARTY

AXAIX

BARTY

Measures won4–0XAIX wins · of 6 · 5Y

$10,000 · 5Y$15,395ARTY

Lowest cost0.35%XAIX · $35 on $10k

Most income0.41%XAIX · $41 on $10k

Smallest drop−16.9%XAIX · worst fall in 1Y

Held in common28.8%XAIX and ARTY

XAIX

ARTY

Xtrackers Artificial Intelligence and Big Data ETF · $147MiShares Future AI & Tech ETF · $3.5B

[…]3 years · per year[…] · $23,042+32.1%

[…]5 years · per year[…] · $15,395+9.0%

0.35%Expense ratio$35 · $47 on $10k · lower wins0.47%

0.41%12-mo yield$41 · $7 on $10k0.07%

−16.9%Worst dropSmaller wins−24.0%

27.3%VolatilityLower wins40.6%

4–0XAIX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXAIX · ARTY

4.7%NVDA4.7%

3.8%AMD5.2%

3.4%MU4.3%

6.4%MSFT3.1%

Held in common28.8%

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	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
2	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk		0.35%	0.41%	+1.0%	+26.0%	+21.5%	new	new	−16.9%	$147M

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	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B
2	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk		0.35%	0.41%	+1.0%	+26.0%	+21.5%	new	new	−16.9%	$147M

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

XAIX vs ARTY

XAIX

Xtrackers Artificial Intelligence and Big Data

[…]

ARTY

iShares Future AI & Tech

$15,395

MeasureXAIXARTY

Fee0.35%0.47%

Cost on $10k a year$35$47

Yield0.41%0.07%

5 years, per year[…]+9.0%

3 years, per year[…]+32.1%

Worst drop · 1Y−16.9%−24.0%

Volatility · 1Y27.3%40.6%

4–0measures won
XAIX first

28.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XAIX, ARTY

Today

28.8%most shared, XAIX and ARTY

XAIXARTY

XAIX—28.8%

ARTY28.8%—

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

Income After Fees on $10,000

$6most kept, XAIX

XAIX$41 − $35 = $6

ARTY$7 − $47 = −$40

KeptFee

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