Compare · 2 funds side by side · dividends reinvested

AIUP and SMH

AIUPFINQ×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$39,579SMH · best of the two

02 / 03

AIUP and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.0

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 · SMH 2011

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 · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

AIUPMeasureSMH

[…]Year to dateJan 1 → Nov 3+44.0%

[…]1 yearTotal return+43.3%

[…]3 years · per year$10,000 became […] · $38,001+56.1%

[…]5 years · per year$10,000 became […] · $39,579+31.7%

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

0.00%Trailing 12-mo yield$0 · $21 a year on $10k0.21%

[…]Worst dropSmaller is better−24.6%

[…]VolatilityLower is calmer41.1%

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

0–2SMH wins

End-of-day Nov 3, 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

53.5%in top 5

SMH

in top 546.9%

AIUPStockSMH

not top 5NVDA20.5%

14.8%MUnot top 5

14.5%DELLnot top 5

14.3%DDOGnot top 5

not top 5TSM9.7%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.1%

5.0%AMZNnot top 5

4.9%HUMnot top 5

Held in common13.8%

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

AIUP vs SMH Returns, Every Period

FINQAIUP

[…]

past year

SMHVanEck

+43.3%

past year

Returns […]

AIUPSMHFaded: behind in that period

0–0Level

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

AIUP vs SMH

YTD

FINQAIUP

[…]

SMHVanEck

+44.0%

[…]Year to date+44.0%

[…]Worst drop · 1Y−24.6%

[…]Volatility · 1Y41.1%

0.0%Yield0.2%

$4.3MAssets$65.8B

1–0SMH wins

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

Cost, Income and Risk

Fees: AIUP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

AIUP0.70%$70

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

Yields: AIUP, SMH

0.21%highest, SMH

FundTrailing yieldYield$10k

SMH0.21%$21

AIUP0.00%$0

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, SMH

Today

13.8%most shared, AIUP and SMH

AIUPSMH

AIUP—13.8%

SMH13.8%—

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

Return vs Bumpiness: 2 ETFs

+43.3%SMH, at 41.1% volatility

SMHWorst drop−24.6%41.1% vol

AIUPWorst drop[…][…]

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

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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