XAIX vs ARTY

AXAIX

BARTY

Measures won4–0XAIX wins · of 6 · 5Y

$10,000 · 5Y$14,163ARTY

Lowest cost0.35%XAIX · $35 on $10k

Most income0.43%XAIX · $43 on $10k

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

Held in common27.4%XAIX and ARTY

XAIX

ARTY

Xtrackers Artificial Intelligence and Big Data ETF · $147MiShares Future AI & Tech ETF · $3.1B

[…]3 years · per year[…] · $21,351+28.8%

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

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

0.43%12-mo yield$43 · $7 on $10k0.07%

−16.9%Worst dropSmaller wins−27.7%

27.9%VolatilityLower wins42.1%

4–0XAIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXAIX · ARTY

4.4%NVDA4.6%

6.9%MSFT3.6%

3.4%AMD4.8%

3.5%PLTR2.9%

Held in common27.4%

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	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	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk	0.35%	0.43%	+0.9%	+19.0%	+17.7%	new	new	−16.9%	$147M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	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	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk	0.35%	0.43%	+0.9%	+19.0%	+17.7%	new	new	−16.9%	$147M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

XAIX vs ARTY

XAIX

Xtrackers Artificial Intelligence and Big Data

[…]

ARTY

iShares Future AI & Tech

$14,163

MeasureXAIXARTY

Fee0.35%0.47%

Cost on $10k a year$35$47

Yield0.43%0.07%

5 years, per year[…]+7.2%

3 years, per year[…]+28.8%

Worst drop · 1Y−16.9%−27.7%

Volatility · 1Y27.9%42.1%

4–0measures won
XAIX first

27.4%

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: XAIX, ARTY, DRAM

Today

27.4%most shared, XAIX and ARTY

XAIXARTYDRAM

XAIX—27.4%9.2%

ARTY27.4%—7.9%

DRAM9.2%7.9%—

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

Income After Fees on $10,000

$8most kept, XAIX

XAIX$43 − $35 = $8

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

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