Compare · 4 funds side by side · dividends reinvested

AIUP, SMH, VTV and CIBR

AIUPFINQ×SMHVanEck×VTVVanguard×CIBRFirst Trust×

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, SMH, VTV and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.4

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 · SMH 2011 · VTV 2004 · CIBR 2015

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$34,950

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

AIUPMeasureSMH

[…]Year to dateJan 1 → Nov 6+28.8%

[…]1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

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

0.00%Trailing 12-mo yield$0 · $24 a year on $10k0.24%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer42.9%

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

0–2SMH 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 SMH: Top 5 Holdings

Today

AIUP

53.9%in top 5

SMH

in top 547.8%

AIUPStockSMH

not top 5NVDA21.0%

15.0%PANWnot top 5

14.8%DELLnot top 5

14.5%MUnot top 5

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

4.9%DASHnot top 5

4.7%SQnot top 5

Held in common13.2%

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

AIUP vs SMH Returns, Every Period

FINQAIUP

[…]

past year

SMHVanEck

+29.5%

past year

Returns […]

AIUPSMHFaded: behind in that period

0–0Level

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

Thematic vs Stocks: AIUP vs VTV

YTD

FINQAIUP

[…]

VTVVanguard

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.0%Yield1.9%

$3.8MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: AIUP, SMH, VTV, CIBR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SMH0.35%$35

CIBR0.58%$58

AIUP0.70%$70

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

Yields: AIUP, SMH, VTV, CIBR

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

CIBR0.43%$43

SMH0.24%$24

AIUP0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, SMH, VTV, CIBR

Today

16.1%most shared, AIUP and CIBR

AIUPSMHVTVCIBR

AIUP—13.2%6.4%16.1%

SMH13.2%—6.3%5.9%

VTV6.4%6.3%—2.8%

CIBR16.1%5.9%2.8%—

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

VTVWorst drop−6.4%10.7% vol

CIBRWorst drop−20.6%31.1% 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

VTVSMH

+18.5%Year to date+28.8%

1.9%Yield0.2%

+22.9%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

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