AIUP vs SCHD5YAIUPAIUPAvsBSCHDSCHDFINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in[…]3 years · per year[…] · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $293 on $10k2.93%Risk · 1 year
Overlap: AIUP, SCHD, SOXXToday16.1%most shared, AIUP and SOXXAIUPSCHDSOXXAIUP—0.0%16.1%SCHD0.0%—8.6%SOXX16.1%8.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AIUP vs SCHD5YAAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureAIUPSCHDFee0.70%0.06%Cost on $10k a year$70$6Yield0.00%2.93%5 years, per year[…]+10.4%3 years, per year[…]+19.9%Worst drop · 1Y[…]−6.9%Volatility · 1Y[…]11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%+6.0%+55.1%+54.9%+44.2%+24.1%−39.5%$41.4B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity ETFReadDesk0.70%0.00%+4.3%newnewnewnew[…]$4MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%+6.0%+55.1%+54.9%+44.2%+24.1%−39.5%$41.4B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity ETFReadDesk0.70%0.00%+4.3%newnewnewnew[…]$4MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SOXX vs SMHYTDiSharesSOXXiSA+55.1%vsBVESMHVanEck+40.8%Jan 1Nov 11+55.1%+40.8%+55.1%Year to date+40.8%0.33% · $33Fee · on $10k a year0.35% · $35$41.4BAssets$63.5B2–0SOXX winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: AIUP, SCHD, SOXXToday16.1%most shared, AIUP and SOXXAIUPSCHDSOXXAIUP—0.0%16.1%SCHD0.0%—8.6%SOXX16.1%8.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287SOXX$27 − $33 = −$6AIUP$0 − $70 = −$70KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee