XSD vs ARTY

AXSD

BARTY

Measures won4–2XSD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · XSD $21,966

Lowest cost0.35%XSD · $35 on $10k

Most income0.21%SMH · $21 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common15.4%XSD and ARTY

XSD

ARTY

State Street SPDR S&P Semiconductor ETF · $2.4BiShares Future AI & Tech ETF · $3.6B

+38.9%3 years · per year$26,780 · $23,920+33.7%

+17.0%5 years · per year$21,966 · $15,629+9.3%

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

0.18%12-mo yield$18 · $6 on $10k0.06%

−32.2%Worst dropSmaller wins−24.0%

48.0%VolatilityLower wins40.5%

4–2XSD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXSD · ARTY

2.8%AMD5.3%

2.5%NVDA4.6%

2.5%AVGO4.6%

2.4%MRVL4.3%

Held in common15.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+3.4%	+41.7%	+29.5%	+38.9%	+17.0%	−32.2%	$2.4B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+3.4%	+41.7%	+29.5%	+38.9%	+17.0%	−32.2%	$2.4B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

Cards for this view

XSD vs ARTY

XSD

SPDR S&P Semiconductor

$21,966

ARTY

iShares Future AI & Tech

$15,629

MeasureXSDARTY

Fee0.35%0.47%

Cost on $10k a year$35$47

Yield0.18%0.06%

5 years, per year+17.0%+9.3%

3 years, per year+38.9%+33.7%

Worst drop · 1Y−32.2%−24.0%

Volatility · 1Y48.0%40.5%

4–2measures won
XSD first

15.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XSD, ARTY, SMH, DRAM

Today

28.6%most shared, XSD and SMH

XSDARTYSMHDRAM

XSD—15.4%28.6%2.4%

ARTY15.4%—22.9%8.9%

SMH28.6%22.9%—3.4%

DRAM2.4%8.9%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

XSD$18 − $35 = −$17

ARTY$6 − $47 = −$41

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee