AIUP vs IVV
FINQ FIRST US Large Cap AI-Managed Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AIUP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $5M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 15 | 508 | |
| YTD Return | +20.86% | +12.28% | |
| 1Y Return | - | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -11.3% | -56.5% | |
| Fund Family | FINQ AI, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 5, 2026 | May 15, 2000 |
AIUP vs IVV Performance
FINQ FIRST US Large Cap AI-Managed Equity ETF (AIUP) is a ETF from FINQ AI, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AIUP is up 20.86% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.3% for AIUP and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AIUP charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, AIUP currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
AIUP and IVV share 14 holdings out of 507 unique holdings combined, representing a 23.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIUP or IVV?
AIUP has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between AIUP and IVV?
AIUP and IVV share 14 common holdings with a 23.8% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, AIUP or IVV?
AIUP yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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