AIUP vs FTA

AAIUP

BFTA

Measures won0–2FTA wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FTA $16,899

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.9%AIUP and FTA

AIUP

FTA

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MFirst Trust Large Cap Value AlphaDEX Fund · $1.4B

[…]3 years · per year[…] · $17,275+20.0%

[…]5 years · per year[…] · $16,899+11.1%

0.70%Expense ratio$70 · $58 on $10k · lower wins0.58%

0.00%12-mo yield$0 · $171 on $10k1.71%

[…]Worst dropSmaller wins−8.1%

[…]VolatilityLower wins11.6%

0–2FTA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIUP · FTA

4.6%GPN1.0%

4.7%GEN0.7%

4.5%MPC0.5%

4.5%VLO0.4%

Held in common2.9%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B
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 FTA

AIUP

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

[…]

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

MeasureAIUPFTA

Fee0.70%0.58%

Cost on $10k a year$70$58

Yield0.00%1.71%

5 years, per year[…]+11.1%

3 years, per year[…]+20.0%

Worst drop · 1Y[…]−8.1%

Volatility · 1Y[…]11.6%

2–0measures won
FTA first

2.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AIUP, FTA, VTV

Today

28.7%most shared, FTA and VTV

AIUPFTAVTV

AIUP—2.9%6.4%

FTA2.9%—28.7%

VTV6.4%28.7%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FTA$171 − $58 = $113

AIUP$0 − $70 = −$70

KeptFee

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