Compare · 4 funds side by side · dividends reinvested

AIUP, SPY, CIBR and IVV

AIUPFINQ×SPYSPDR×CIBRFirst Trust×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

AIUP, SPY, CIBR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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 · SPY 1993 · CIBR 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

AIUP

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

AIUPMeasureSPY

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPY 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 SPY: Top 5 Holdings

Today

AIUP

54.3%in top 5

SPY

in top 527.8%

AIUPStockSPY

15.3%MUnot top 5

14.9%PANWnot top 5

14.8%DELLnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.7%AMDnot top 5

4.6%WDCnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common8.6%

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

AIUP vs SPY Returns, Every Period

FINQAIUP

[…]

past year

SPYSPDR

+13.5%

past year

Returns […]

AIUPSPYFaded: behind in that period

0–0Level

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

Thematic vs Core: AIUP vs IVV

YTD

FINQAIUP

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

0.0%Yield1.1%

$3.8MAssets$853B

1–0IVV wins

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

Cost, Income and Risk

Fees: AIUP, SPY, CIBR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CIBR0.58%$58

AIUP0.70%$70

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

Yields: AIUP, SPY, CIBR, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

CIBR0.42%$42

AIUP0.00%$0

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

CIBR$42 − $58 = −$16

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, SPY, CIBR, IVV

Today

99.9%most shared, SPY and IVV

AIUPSPYCIBRIVV

AIUP—8.6%14.1%8.6%

SPY8.6%—9.0%99.9%

CIBR14.1%9.0%—9.0%

IVV8.6%99.9%9.0%—

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

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

CIBRWorst drop−20.6%31.3% vol

AIUPWorst drop[…][…]

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

Paid More vs Made More

YTD

IVVCIBR

+11.3%Year to date+32.8%

1.1%Yield0.4%

+13.6%Past year+27.5%

0.03%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026