AIUP vs VYM

AIUP vs VYM

Which is better, AIUP or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 78.3%.

Lower Fees: VYMLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAIUPVYM
Expense Ratio0.70%0.04%Best
AUM$6M$81.6B
Dividend Yield0.00%2.22%
Holdings17613
YTD Return+26.90%Best+11.35%
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight78.3%26.1%Best
Fund FamilyFINQ AI, LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 5, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AIUP vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AIUP vs VYM Performance

FINQ FIRST US Large Cap AI-Managed Equity ETF (AIUP) is an ETF from FINQ AI, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, AIUP is up 26.90% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

AIUP charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, AIUP currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

AIUP already in VYM9.0%
VYM already in AIUP0.8%

9.0% of AIUP's money is in holdings VYM also owns. 0.8% of VYM's money is in holdings AIUP also owns.

AIUP and VYM share little of their money.

2 positions in common, counted across the 16 positions we hold weights for in AIUP and 557 in VYM, against full books of 17 and 613.

What only one of them owns

Measured across the 16 and 557 positions we hold weights for.

VYM holds 526 positions AIUP does not, 96.3% of the fund.

Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%

Top Shared Holdings

StockWeight in AIUPWeight in VYMDifference
DELLDell Technologies Inc4.58%0.50%4.08%
HPEHewlett Packard Enterprise Co4.41%0.26%4.15%

You are not choosing between two funds in isolation.

Whichever of AIUP and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AIUPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AIUP or VYM?

AIUP has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option, by $66 a year on a $10,000 investment.

What is the holdings overlap between AIUP and VYM?

9.0% of AIUP's money is in holdings VYM also owns. 0.8% of VYM's is in holdings AIUP also owns. They hold 2 positions in common, counted across the 16 positions we hold weights for in AIUP and 557 in VYM.

Which pays a higher dividend, AIUP or VYM?

AIUP yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than AIUP?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 78.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.