AIUP vs VO5YAIUPAIUPAvsBVOVOFINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in[…]3 years · per year[…] · $16,605+18.4%[…]5 years · per year[…] · $13,809+6.7%Cost and income0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $135 on $10k1.35%Risk · 1 year
Overlap: AIUP, VO, VTVToday28.5%most shared, VO and VTVAIUPVOVTVAIUP—4.1%6.3%VO4.1%—28.5%VTV6.3%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
AIUP vs VO5YAAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity[…]vsVOBVanguard Morningstar Mid-Cap$13,809MeasureAIUPVOFee0.70%0.03%Cost on $10k a year$70$3Yield0.00%1.35%5 years, per year[…]+6.7%3 years, per year[…]+18.4%Worst drop · 1Y[…]−8.2%Volatility · 1Y[…]13.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3AAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity ETFReadDesk0.70%0.00%+0.4%newnewnewnew[…]$4MEnd-of-day Nov 12, 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3AAIUPFINQ FIRST U.S. Large Cap AI-Managed Equity ETFReadDesk0.70%0.00%+0.4%newnewnewnew[…]$4MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: AIUP, VO, VTVToday28.5%most shared, VO and VTVAIUPVOVTVAIUP—4.1%6.3%VO4.1%—28.5%VTV6.3%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179VO$135 − $3 = $132AIUP$0 − $70 = −$70KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee