AIUP vs. AVIE
AIUP (FINQ FIRST U.S. Large Cap AI-Managed Equity ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Their -0.20 correlation means they have often moved in opposite directions in the past. AIUP charges 0.70%/yr vs 0.25%/yr for AVIE.
Performance
AIUP vs. AVIE - Performance Comparison
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Returns By Period
AIUP
- 1D
- 0.72%
- 1M
- 0.17%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
AVIE
- 1D
- -0.37%
- 1M
- 3.18%
- 6M
- 11.97%
- YTD
- 18.46%
- 1Y
- 27.90%
- 3Y*
- 12.60%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.32K | $20.65K | $44.48K | |
| $92.20K | $109.84K | $98.72K |
AIUP vs. AVIE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 7.57% |
AVIE Avantis Inflation Focused Equity ETF | 9.43% |
Correlation
The correlation between AIUP and AVIE is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | -0.20 |
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Return for Risk
AIUP vs. AVIE — Risk / Return Rank
AIUP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AVIE
AIUP vs. AVIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) and Avantis Inflation Focused Equity ETF (AVIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIUP | AVIE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.49 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.64 | — |
| Martin ratioReturn relative to average drawdown | — | 18.49 | — |
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Drawdowns
AIUP vs. AVIE - Drawdown Comparison
The maximum AIUP drawdown since its inception was -11.32%, smaller than the maximum AVIE drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for AIUP and AVIE.
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Drawdown Indicators
| AIUP | AVIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.32% | -12.39% | +1.07% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.97% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.39% | — |
Current DrawdownCurrent decline from peak | -7.15% | -0.37% | -6.78% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -2.94% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.56% | — |
Volatility
AIUP vs. AVIE - Volatility Comparison
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Volatility by Period
| AIUP | AVIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.57% | 10.09% | +13.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.57% | 12.87% | +10.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.57% | 12.87% | +10.70% |
AIUP vs. AVIE - Expense Ratio Comparison
AIUP has a 0.70% expense ratio, which is higher than AVIE's 0.25% expense ratio.
Dividends
AIUP vs. AVIE - Dividend Comparison
AIUP has not paid dividends to shareholders, while AVIE's dividend yield for the trailing twelve months is around 1.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVIE Avantis Inflation Focused Equity ETF | 1.40% | 1.75% | 1.89% | 3.72% | 0.39% |
Frequently Asked Questions
AIUP and AVIE have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVIE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVIE is cheaper with a 0.25% expense ratio, compared with 0.70% for AIUP.
AVIE has the higher dividend yield at 1.40%, compared with 0.00% for AIUP.
They also come from different issuers: FINQ and Avantis. Their fees differ too: 0.70% for AIUP and 0.25% for AVIE.
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