Compare · 3 funds side by side · dividends reinvested

AIUP, FTA and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

AIUP, FTA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.3

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.67%+23.0%+26.5%+20.2%+11.1%−8.1%11.7%$1.5B1.8

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 13, 2026 · returns include dividends · since: AIUP 2026 · FTA 2007 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AIUP

FTA

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,945

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

AIUP

More Ways to See the Pairs

AIUP vs FTA: Top 5 Holdings

Today

AIUP

54.3%in top 5

FTA

in top 55.1%

AIUPStockFTA

15.3%AMDnot top 5

14.9%PANWnot top 5

14.7%HPEnot top 5

4.8%REGNnot top 5

4.6%MUnot top 5

Cost, Income and Risk

Fees: AIUP, FTA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

FTA0.58%$58

AIUP0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: AIUP, FTA, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

FTA

[…]Year to dateJan 1 → Nov 13+23.0%

[…]1 yearTotal return+26.5%

[…]3 years · per year$10,000 became […] · $17,367+20.2%

[…]5 years · per year$10,000 became […] · $16,945+11.1%

0.70%Expense ratio$70 · $58 a year on $10k · lower is better0.58%

0.00%Trailing 12-mo yield$0 · $167 a year on $10k1.67%

[…]Worst dropSmaller is better−8.1%

[…]VolatilityLower is calmer11.7%

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

0–2FTA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FISV1.1%

not top 5STZ1.1%

not top 5ALL1.0%

not top 5CHTR1.0%

not top 5CCL1.0%

Held in common2.9%

End-of-day Nov 13, 2026 · share of each fund

AIUP vs FTA Returns, Every Period

1Y

FINQAIUP

[…]

past year

FTAFirst Trust

+26.5%

past year

Returns […]

AIUPFTAFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: AIUP vs VTV

YTD

FINQAIUP

[…]

VTVVanguard

+22.0%

[…]Year to date+22.0%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.0%Yield1.8%

$4.0MAssets$196B

1–0VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

FTA1.67%$167

AIUP0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

FTA$167 − $58 = $109

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AIUP, FTA, VTV

Today

28.8%most shared, FTA and VTV

AIUPFTAVTV

AIUP—2.9%6.3%

FTA2.9%—28.8%

VTV6.3%28.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.5%FTA, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

FTAWorst drop−8.1%11.7% vol

AIUPWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFTA

+22.0%Year to date+23.0%

1.8%Yield1.7%

+23.6%Past year+26.5%

0.03%Fee0.58%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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AIUP, FTA and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three