AIUP vs FTXN

AAIUP

BFTXN

Measures won0–2FTXN wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FTXN $20,435

Lowest cost0.35%SMH · $35 on $10k

Most income1.90%FTXN · $190 on $10k

Smallest drop−16.4%FTXN · worst fall in 1Y

Held in common8.5%AIUP and FTXN

AIUP

FTXN

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MFirst Trust Nasdaq Oil & Gas ETF · $1.1B

[…]3 years · per year[…] · $13,918+11.6%

[…]5 years · per year[…] · $20,435+15.4%

0.70%Expense ratio$70 · $60 on $10k · lower wins0.60%

0.00%12-mo yield$0 · $190 on $10k1.90%

[…]Worst dropSmaller wins−16.4%

[…]VolatilityLower wins25.7%

0–2FTXN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIUP · FTXN

4.5%MPC7.4%

4.5%VLO4.0%

Held in common8.5%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk	0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk	0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B
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 FTXN

AIUP

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

[…]

FTXN

First Trust Nasdaq Oil & Gas

$20,435

MeasureAIUPFTXN

Fee0.70%0.60%

Cost on $10k a year$70$60

Yield0.00%1.90%

5 years, per year[…]+15.4%

3 years, per year[…]+11.6%

Worst drop · 1Y[…]−16.4%

Volatility · 1Y[…]25.7%

2–0measures won
FTXN first

8.5%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AIUP, FTXN, SMH

Today

13.2%most shared, AIUP and SMH

AIUPFTXNSMH

AIUP—8.5%13.2%

FTXN8.5%—0.0%

SMH13.2%0.0%—

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

Income After Fees on $10,000

$130most kept, FTXN

FTXN$190 − $60 = $130

SMH$24 − $35 = −$11

AIUP$0 − $70 = −$70

KeptFee

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