AIUP vs ARTY

AAIUP

BARTY

Measures won0–2ARTY wins · of 6 · 5Y

$10,000 · 5Y$14,675ARTY · IGV $11,584

Lowest cost0.38%IGV · $38 on $10k

Most income0.07%ARTY · $7 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common14.6%AIUP and ARTY

AIUP

ARTY

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MiShares Future AI & Tech ETF · $3.4B

[…]3 years · per year[…] · $22,051+30.2%

[…]5 years · per year[…] · $14,675+8.0%

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

0.00%12-mo yield$0 · $7 on $10k0.07%

[…]Worst dropSmaller wins−27.7%

[…]VolatilityLower wins42.3%

0–2ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIUP · ARTY

4.7%AMD5.3%

4.5%NVDA4.7%

15.3%MU3.8%

4.6%WDC1.5%

Held in common14.6%

End-of-day Nov 9, 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	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.9%	new	new	new	new	[…]	$4M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.9%	new	new	new	new	[…]	$4M

End-of-day Nov 9, 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

$14,675

MeasureAIUPARTY

Fee0.70%0.47%

Cost on $10k a year$70$47

Yield0.00%0.07%

5 years, per year[…]+8.0%

3 years, per year[…]+30.2%

Worst drop · 1Y[…]−27.7%

Volatility · 1Y[…]42.3%

2–0measures won
ARTY first

14.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: AIUP, ARTY, IGV

Today

14.6%most shared, AIUP and ARTY

AIUPARTYIGV

AIUP—14.6%13.3%

ARTY14.6%—11.9%

IGV13.3%11.9%—

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

ARTY$7 − $47 = −$40

AIUP$0 − $70 = −$70

KeptFee

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