Compare · 4 funds side by side · dividends reinvested

AIUP, FDVV, VIG and SMH

AIUPFINQ×FDVVFidelity×VIGVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

AIUP, FDVV, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.79%+10.9%+13.9%+21.1%+13.2%−9.3%11.5%$10.4B2.1

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AIUP 2026 · FDVV 2016 · VIG 2006 · 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 · $10.4B$18,589

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

AIUPMeasureFDVV

[…]Year to dateJan 1 → Nov 6+10.9%

[…]1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,767+21.1%

[…]5 years · per year$10,000 became […] · $18,589+13.2%

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

0.00%Trailing 12-mo yield$0 · $279 a year on $10k2.79%

[…]Worst dropSmaller is better−9.3%

[…]VolatilityLower is calmer11.5%

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

0–2FDVV wins

End-of-day Nov 6, 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

53.9%in top 5

FDVV

in top 524.0%

AIUPStockFDVV

15.0%PANWnot top 5

14.8%DELLnot top 5

14.5%MUnot top 5

not top 5AAPL7.1%

not top 5NVDA6.1%

not top 5MSFT5.8%

4.9%DASHnot top 5

4.7%SQnot top 5

not top 5JPM2.7%

not top 5AVGO2.4%

Held in common6.7%

End-of-day Nov 6, 2026 · share of each fund

AIUP vs FDVV Returns, Every Period

FINQAIUP

[…]

past year

FDVVFidelity

+13.9%

past year

Returns […]

AIUPFDVVFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs FDVV

YTD

FINQAIUP

[…]

FDVVFidelity

+10.9%

[…]Year to date+10.9%

[…]Worst drop · 1Y−9.3%

[…]Volatility · 1Y11.5%

0.0%Yield2.8%

$3.8MAssets$10.4B

1–0FDVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, FDVV, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDVV0.15%$15

SMH0.35%$35

AIUP0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIUP, FDVV, VIG, SMH

2.79%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.79%$279

VIG1.50%$150

SMH0.24%$24

AIUP0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$264most kept, FDVV

FDVV$279 − $15 = $264

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, FDVV, VIG, SMH

Today

31.6%most shared, FDVV and VIG

AIUPFDVVVIGSMH

AIUP—6.7%0.0%13.2%

FDVV6.7%—31.6%9.8%

VIG0.0%31.6%—10.3%

SMH13.2%9.8%10.3%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

FDVVWorst drop−9.3%11.5% vol

SMHWorst drop−33.1%42.9% vol

AIUPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDVVSMH

+10.9%Year to date+28.8%

2.8%Yield0.2%

+13.9%Past year+29.5%

0.15%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026