AIUP vs AIQ

AAIUP

BAIQ

Measures won0–2AIQ wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · AIQ $17,911

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common8.9%AIUP and AIQ

AIUP

AIQ

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MGlobal X - Artificial Intelligence & Technology ETF · $9.6B

[…]3 years · per year[…] · $21,555+29.2%

[…]5 years · per year[…] · $17,911+12.4%

0.70%Expense ratio$70 · $68 on $10k · lower wins0.68%

0.00%12-mo yield$0 · $8 on $10k0.08%

[…]Worst dropSmaller wins−20.2%

[…]VolatilityLower wins30.2%

0–2AIQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIUP · AIQ

4.6%NVDA2.8%

4.7%AMD2.7%

15.0%MU2.4%

4.6%HPE0.6%

Held in common8.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIUP vs AIQ

AIUP

FINQ FIRST U.S. Large Cap AI-Managed Equity

[…]

AIQ

Global X - Artificial Intelligence & Technology

$17,911

MeasureAIUPAIQ

Fee0.70%0.68%

Cost on $10k a year$70$68

Yield0.00%0.08%

5 years, per year[…]+12.4%

3 years, per year[…]+29.2%

Worst drop · 1Y[…]−20.2%

Volatility · 1Y[…]30.2%

2–0measures won
AIQ first

8.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AIUP, AIQ, SMH

Today

19.6%most shared, AIQ and SMH

AIUPAIQSMH

AIUP—8.9%13.6%

AIQ8.9%—19.6%

SMH13.6%19.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

AIQ$8 − $68 = −$60

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee