Compare · 4 funds side by side · dividends reinvested

AIUP, SMH, SCHD and IGV

AIUPFINQ×SMHVanEck×SCHDSchwab×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

AIUP, SMH, SCHD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B2.9

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 9, 2026 · returns include dividends · since: AIUP 2026 · SMH 2011 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

AIUP

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

AIUPMeasureSMH

[…]Year to dateJan 1 → Nov 9+35.3%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer43.1%

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

0–2SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIUP vs SMH: Top 5 Holdings

Today

AIUP

54.3%in top 5

SMH

in top 547.7%

AIUPStockSMH

not top 5NVDA20.7%

15.3%MUnot top 5

14.9%PANWnot top 5

14.8%DELLnot top 5

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

4.7%AMD5.4%

4.6%WDCnot top 5

Held in common13.4%

End-of-day Nov 9, 2026 · share of each fund

AIUP vs SMH Returns, Every Period

FINQAIUP

[…]

past year

SMHVanEck

+39.3%

past year

Returns […]

AIUPSMHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs SCHD

YTD

FINQAIUP

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.0%Yield3.0%

$3.8MAssets$122B

1–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, SMH, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IGV0.38%$38

AIUP0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AIUP, SMH, SCHD, IGV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SMH0.23%$23

IGV0.02%$2

AIUP0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AIUP, SMH, SCHD, IGV

Today

13.4%most shared, AIUP and SMH

AIUPSMHSCHDIGV

AIUP—13.4%0.0%13.3%

SMH13.4%—8.2%4.8%

SCHD0.0%8.2%—0.0%

IGV13.3%4.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

AIUPWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026