AIUP vs VYM

AAIUP

BVYM

Measures won0–2VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.1%AIUP and VYM

AIUP

VYM

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $231 on $10k2.31%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins10.6%

0–2VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIUP · VYM

14.8%DELL0.7%

4.5%MPC0.5%

4.5%VLO0.5%

4.6%HPE0.4%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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 VYM

AIUP

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

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureAIUPVYM

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield0.00%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]10.6%

2–0measures won
VYM first

2.1%

holdings shared

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

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

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

Overlap: AIUP, VYM

Today

2.1%most shared, AIUP and VYM

AIUPVYM

AIUP—2.1%

VYM2.1%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

AIUP$0 − $70 = −$70

KeptFee

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