Compare · 2 funds side by side · dividends reinvested

AIUP and FTXN

AIUPFINQ×FTXNFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,676FTXN · best of the two

02 / 03

AIUP and FTXN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Oil & Gas ETFSectors · Energy0.60%1.74%+49.2%+53.1%+15.3%+16.7%−16.4%24.9%$1.2B1.0

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 3, 2026 · returns include dividends · since: AIUP 2026 · FTXN 2016

Head to Head

Swap sides Versus in desk

Head to Head

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

AIUP

FTXN

First Trust Nasdaq Oil & Gas ETF · $1.2B$21,676

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

AIUPMeasureFTXN

[…]Year to dateJan 1 → Nov 3+49.2%

[…]1 yearTotal return+53.1%

[…]3 years · per year$10,000 became […] · $15,309+15.3%

[…]5 years · per year$10,000 became […] · $21,676+16.7%

0.70%Expense ratio$70 · $60 a year on $10k · lower is better0.60%

0.00%Trailing 12-mo yield$0 · $174 a year on $10k1.74%

[…]Worst dropSmaller is better−16.4%

[…]VolatilityLower is calmer24.9%

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

0–2FTXN wins

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

More Ways to See the Pairs

AIUP vs FTXN: Top 5 Holdings

Today

AIUP

53.5%in top 5

FTXN

in top 537.5%

AIUPStockFTXN

14.8%MUnot top 5

14.5%DELLnot top 5

14.3%DDOGnot top 5

not top 5XOM8.2%

not top 5COP8.2%

not top 5CVX8.0%

not top 5MPC7.5%

not top 5EOG5.6%

5.0%AMZNnot top 5

4.9%HUMnot top 5

Held in common8.7%

End-of-day Nov 3, 2026 · share of each fund

AIUP vs FTXN Returns, Every Period

FINQAIUP

[…]

past year

FTXNFirst Trust

+53.1%

past year

Returns […]

AIUPFTXNFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: AIUP vs FTXN

YTD

FINQAIUP

[…]

FTXNFirst Trust

+49.2%

[…]Year to date+49.2%

[…]Worst drop · 1Y−16.4%

[…]Volatility · 1Y24.9%

0.0%Yield1.7%

$4.3MAssets$1.2B

1–0FTXN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, FTXN

Today

0.60%lowest, FTXN

FundExpense ratioFee$10k

FTXN0.60%$60

AIUP0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AIUP, FTXN

1.74%highest, FTXN

FundTrailing yieldYield$10k

FTXN1.74%$174

AIUP0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, FTXN

FTXN$174 − $60 = $114

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, FTXN

Today

8.7%most shared, AIUP and FTXN

AIUPFTXN

AIUP—8.7%

FTXN8.7%—

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

Return vs Bumpiness: 2 ETFs

+53.1%FTXN, at 24.9% volatility

FTXNWorst drop−16.4%24.9% vol

AIUPWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026