AIUP vs SMH

AAIUP

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common13.6%AIUP and SMH

AIUP

SMH

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $25 on $10k0.25%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins42.8%

0–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAIUP · SMH

4.7%AMD5.4%

4.6%NVDA20.5%

15.0%MU4.4%

Held in common13.6%

End-of-day Nov 5, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
4	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
4	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

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

Cards for this view

AIUP vs SMH

AIUP

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

[…]

SMH

VanEck Semiconductor

$33,824

MeasureAIUPSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.00%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]42.8%

2–0measures won
SMH first

13.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AIUP, SMH, SCHD, CIBR

Today

13.6%most shared, AIUP and SMH

AIUPSMHSCHDCIBR

AIUP—13.6%0.0%10.8%

SMH13.6%—8.6%5.8%

SCHD0.0%8.6%—3.1%

CIBR10.8%5.8%3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee