Compare · 2 funds side by side · dividends reinvested

AIUP and FDVV

AIUPFINQ×FDVVFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,381FDVV · best of the two

02 / 03

AIUP and FDVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.69%+15.1%+17.7%+23.2%+14.1%−9.3%11.0%$10.2B1.0

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIUP 2026 · FDVV 2016

Head to Head

Swap sides Versus in desk

Head to Head

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M[…]

AIUP

FDVV

Fidelity High Dividend ETF · $10.2B$19,381

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

AIUPMeasureFDVV

[…]Year to dateJan 1 → Nov 4+15.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $19,380+14.1%

0.70%Expense ratio$70 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $269 a year on $10k2.69%

[…]Worst dropSmaller is better−9.3%

[…]VolatilityLower is calmer11.0%

AIUPFDVV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2FDVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIUP vs FDVV: Top 5 Holdings

Today

AIUP

53.5%in top 5

FDVV

in top 524.7%

AIUPStockFDVV

14.8%MUnot top 5

14.5%DELL2.7%

14.3%DDOGnot top 5

not top 5NVDA6.9%

not top 5AAPL6.8%

not top 5MSFT5.6%

5.0%AMZNnot top 5

4.9%HUMnot top 5

not top 5AVGO2.7%

Held in common9.1%

End-of-day Nov 4, 2026 · share of each fund

AIUP vs FDVV Returns, Every Period

FINQAIUP

[…]

past year

FDVVFidelity

+17.7%

past year

Returns […]

AIUPFDVVFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs FDVV

YTD

FINQAIUP

[…]

FDVVFidelity

+15.1%

[…]Year to date+15.1%

[…]Worst drop · 1Y−9.3%

[…]Volatility · 1Y11.0%

0.0%Yield2.7%

$4.3MAssets$10.2B

1–0FDVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, FDVV

Today

0.15%lowest, FDVV

FundExpense ratioFee$10k

FDVV0.15%$15

AIUP0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIUP, FDVV

2.69%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.69%$269

AIUP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, FDVV

Today

9.1%most shared, AIUP and FDVV

AIUPFDVV

AIUP—9.1%

FDVV9.1%—

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

Return vs Bumpiness: 2 ETFs

+17.7%FDVV, at 11.0% volatility

FDVVWorst drop−9.3%11.0% vol

AIUPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

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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

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J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

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End-of-day Nov 4, 2026

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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