AIUP vs ARTY

AAIUP

BARTY

Measures won0–2ARTY wins · of 6 · 5Y

$10,000 · 5Y$15,629ARTY

Lowest cost0.47%ARTY · $47 on $10k

Most income0.06%ARTY · $6 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common13.3%AIUP and ARTY

AIUP

ARTY

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MiShares Future AI & Tech ETF · $3.6B

[…]3 years · per year[…] · $23,920+33.7%

[…]5 years · per year[…] · $15,629+9.3%

0.70%Expense ratio$70 · $47 on $10k · lower wins0.47%

0.00%12-mo yield$0 · $6 on $10k0.06%

[…]Worst dropSmaller wins−24.0%

[…]VolatilityLower wins40.5%

0–2ARTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIUP · ARTY

4.8%NVDA4.6%

4.4%AMD5.3%

14.8%MU4.3%

Held in common13.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
2	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk		0.70%	0.00%	+2.0%	new	new	new	new	[…]	$4M

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

Both

5Y2 funds

#			Trend
1	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B
2	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk		0.70%	0.00%	+2.0%	new	new	new	new	[…]	$4M

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

Cards for this view

AIUP vs ARTY

AIUP

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

[…]

ARTY

iShares Future AI & Tech

$15,629

MeasureAIUPARTY

Fee0.70%0.47%

Cost on $10k a year$70$47

Yield0.00%0.06%

5 years, per year[…]+9.3%

3 years, per year[…]+33.7%

Worst drop · 1Y[…]−24.0%

Volatility · 1Y[…]40.5%

2–0measures won
ARTY first

13.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AIUP, ARTY

Today

13.3%most shared, AIUP and ARTY

AIUPARTY

AIUP—13.3%

ARTY13.3%—

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

Income After Fees on $10,000

−$41most kept, ARTY

ARTY$6 − $47 = −$41

AIUP$0 − $70 = −$70

KeptFee

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