Compare · 3 funds side by side · dividends reinvested

AIUP, KYC and FTA

AIUPFINQ×KYCCorgi Funds×FTAFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,890FTA · best of the three

02 / 03

AIUP, KYC and FTA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.69%+22.0%+27.8%+21.4%+11.1%−8.1%11.3%$1.5B1.1

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFThematic · Infrastructure0.35%0.00%[…][…][…][…][…][…]$393K1.5

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M2.5

Rank among the three1st → 3rdFee, 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 · KYC 2026 · FTA 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

AIUP

KYC

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF · $393K[…]

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

AIUPMeasureKYC

[…]Year to dateJan 1 → Nov 3[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

0–1KYC 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 KYC: Top 5 Holdings

Today

AIUP

53.5%in top 5

KYC

in top 531.4%

AIUPStockKYC

14.8%MUnot top 5

14.5%DELLnot top 5

14.3%DDOGnot top 5

not top 5V11.0%

not top 5MA9.5%

5.0%AMZNnot top 5

4.9%HUMnot top 5

not top 5MELI3.8%

not top 5INTU3.7%

not top 5PYPL3.3%

Held in common2.8%

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

AIUP vs KYC Returns, Every Period

FINQAIUP

[…]

past year

KYCCorgi Funds

[…]

past year

Returns […]

AIUPKYCFaded: behind in that period

0–0Level

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

Thematic vs Stocks: AIUP vs FTA

YTD

FINQAIUP

[…]

FTAFirst Trust

+22.0%

[…]Year to date+22.0%

[…]Worst drop · 1Y−8.1%

[…]Volatility · 1Y11.3%

0.0%Yield1.7%

$4.3MAssets$1.5B

1–0FTA wins

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

Cost, Income and Risk

Fees: AIUP, KYC, FTA

Today

0.35%lowest, KYC

FundExpense ratioFee$10k

KYC0.35%$35

FTA0.58%$58

AIUP0.70%$70

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

Yields: AIUP, KYC, FTA

1.69%highest, FTA

FundTrailing yieldYield$10k

FTA1.69%$169

AIUP0.00%$0

KYC0.00%$0

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

Income After Fees on $10,000

$111most kept, FTA

FTA$169 − $58 = $111

KYC$0 − $35 = −$35

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, KYC, FTA

Today

4.0%most shared, KYC and FTA

AIUPKYCFTA

AIUP—2.8%2.0%

KYC2.8%—4.0%

FTA2.0%4.0%—

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

Return vs Bumpiness: 3 ETFs

+27.8%FTA, at 11.3% volatility

FTAWorst drop−8.1%11.3% vol

AIUPWorst drop[…][…]

KYCWorst drop[…][…]

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

Popular Pairs Near These Three

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