AIUP vs QQQ
FINQ FIRST US Large Cap AI-Managed Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | AIUP | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.18% | |
| AUM | $5M | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 15 | 108 | |
| YTD Return | +21.03% | +16.64% | |
| 1Y Return | - | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -11.3% | -83.0% | |
| Fund Family | FINQ AI, LLC | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Feb 5, 2026 | Mar 10, 1999 |
AIUP vs QQQ Performance
FINQ FIRST US Large Cap AI-Managed Equity ETF (AIUP) is a ETF from FINQ AI, LLC and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, AIUP is up 21.03% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.3% for AIUP and -83.0% for QQQ. 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 QQQ charges 0.18%. On a $10,000 position that is $70 vs $18 annually, a gap of $52 per year that compounds over a long holding period. On income, AIUP currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
AIUP and QQQ share 11 holdings out of 107 unique holdings combined, representing a 32.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIUP or QQQ?
AIUP has an expense ratio of 0.70% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
What is the holdings overlap between AIUP and QQQ?
AIUP and QQQ share 11 common holdings with a 32.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, AIUP or QQQ?
AIUP yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.