AIUP vs IVV

AAIUP

BIVV

Measures won0–2IVV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common8.6%AIUP and IVV

AIUP

IVV

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIUP · IVV

4.5%NVDA6.9%

14.5%MU1.2%

4.5%AMD1.0%

15.0%PANW0.4%

Held in common8.6%

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 Four

5Y4 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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 Four

5Y4 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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 IVV

AIUP

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

[…]

IVV

iShares Core S&P 500

$17,177

MeasureAIUPIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.00%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
IVV first

8.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: AIUP, IVV, SMH, SPYM

Today

99.9%most shared, IVV and SPYM

AIUPIVVSMHSPYM

AIUP—8.6%13.2%8.6%

IVV8.6%—14.5%99.9%

SMH13.2%14.5%—14.5%

SPYM8.6%99.9%14.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SMH$24 − $35 = −$11

AIUP$0 − $70 = −$70

KeptFee

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