Compare · 3 funds side by side · dividends reinvested

AIUP, FDVV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

AIUP, FDVV and SMH, 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%$10.2B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M3.0

Rank among the three1st → 3rdFee, 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 · SMH 2011

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, SMH

Today

0.15%lowest, FDVV

FundExpense ratioFee$10k

FDVV0.15%$15

SMH0.35%$35

AIUP0.70%$70

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

Yields: AIUP, FDVV, SMH

2.69%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.69%$269

SMH0.22%$22

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

SMH$22 − $35 = −$13

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, FDVV, SMH

Today

13.8%most shared, AIUP and SMH

AIUPFDVVSMH

AIUP—9.1%13.8%

FDVV9.1%—11.0%

SMH13.8%11.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

FDVVWorst drop−9.3%11.0% vol

SMHWorst drop−24.6%41.2% vol

AIUPWorst drop[…][…]

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

Paid More vs Made More

YTD

FDVVSMH

+15.1%Year to date+40.0%

2.7%Yield0.2%

+17.7%Past year+38.2%

0.15%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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