AIUPvsSCHGETF Comparison
FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) belongs to the US Large Cap segment. Schwab U.S. Large-Cap Growth ETF (SCHG) is part of the US Large Cap Growth segment. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. AIUP is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.04% for SCHG. Run a side-by-side ETF comparison of AIUP and SCHG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
AIUP vs SCHG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AIUP SCHG | +17.10%+16.32% | n/a+1.44% | n/a+0.36% | n/a+29.18% | n/a+100.66% | n/a+90.23% |
| Flows | AIUP SCHG | -+$1.07B | -+$1.69B | -+$2.17B | -+$6.65B | -+$17.68B | -+$20.94B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AIUP SCHG | n/a+19.93% | n/a+16.25% | n/a+19.73% | n/a+22.58% |
| Max drawdown | AIUP SCHG | n/a-12.79% | n/a-16.35% | n/a-23.41% | n/a-34.60% |
| Max drawdown duration | AIUP SCHG | n/a77d | n/a182d | n/a193d | n/a754d |
AIUP | SCHG | |
Last sale 4/29/2026 at 1:30 PM | $26.75 | $32.70 |
| Previous close 04/29/2026 | $26.85 | $32.77 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
AIUP | SCHG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
AIUP | SCHG | |
|---|---|---|
| Last price | $26.75 | $32.70 |
| 1D performance | -0.37% | -0.21% |
| AuM | $2.68 M | $55.25 B |
| E/R | 0.7% | 0.04% |
AIUP | SCHG | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Finq AI | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| N° of holdings | 14 | 168 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 5, 2026 | December 11, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 14 holdings out of 14
Total weight of top 15 holdings out of 15
