AIUP vs FDVV

AAIUP

BFDVV

Measures won0–2FDVV wins · of 6 · 5Y

$10,000 · 5Y$18,589FDVV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.79%FDVV · $279 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common6.7%AIUP and FDVV

AIUP

FDVV

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MFidelity High Dividend ETF · $10.4B

[…]3 years · per year[…] · $17,767+21.1%

[…]5 years · per year[…] · $18,589+13.2%

0.70%Expense ratio$70 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $279 on $10k2.79%

[…]Worst dropSmaller wins−9.3%

[…]VolatilityLower wins11.5%

0–2FDVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIUP · FDVV

4.5%NVDA6.1%

14.8%DELL2.1%

Held in common6.7%

End-of-day Nov 6, 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	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+2.5%	new	new	new	new	[…]	$4M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+2.5%	new	new	new	new	[…]	$4M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIUP vs FDVV

AIUP

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

[…]

FDVV

Fidelity High Dividend ETF

$18,589

MeasureAIUPFDVV

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.00%2.79%

5 years, per year[…]+13.2%

3 years, per year[…]+21.1%

Worst drop · 1Y[…]−9.3%

Volatility · 1Y[…]11.5%

2–0measures won
FDVV first

6.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AIUP, FDVV, VIG

Today

31.6%most shared, FDVV and VIG

AIUPFDVVVIG

AIUP—6.7%0.0%

FDVV6.7%—31.6%

VIG0.0%31.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, FDVV

FDVV$279 − $15 = $264

VIG$150 − $4 = $146

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee