AIUP vs. ITOT
AIUP (FINQ FIRST U.S. Large Cap AI-Managed Equity ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. AIUP is actively managed, while ITOT is passively managed. A 0.60 correlation means they provide meaningful diversification when combined. AIUP charges 0.70%/yr vs 0.03%/yr for ITOT.
Performance
AIUP vs. ITOT - Performance Comparison
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Returns By Period
AIUP
- 1D
- -0.88%
- 1M
- 2.99%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITOT
- 1D
- -0.50%
- 1M
- 0.35%
- 6M
- 9.08%
- YTD
- 11.25%
- 1Y
- 21.93%
- 3Y*
- 19.69%
- 5Y*
- 12.32%
- 10Y*
- 14.63%
AIUP vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 14.84% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.78% |
Correlation
The correlation between AIUP and ITOT is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | 0.60 |
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Return for Risk
AIUP vs. ITOT — Risk / Return Rank
AIUP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ITOT
AIUP vs. ITOT - 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 iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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 | ITOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.48 | — |
| Martin ratioReturn relative to average drawdown | — | 10.79 | — |
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Drawdowns
AIUP vs. ITOT - Drawdown Comparison
The maximum AIUP drawdown since its inception was -11.32%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AIUP and ITOT.
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Drawdown Indicators
| AIUP | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.32% | -55.20% | +43.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.90% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.44% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -0.88% | -0.73% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -2.92% | -6.94% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.04% | — |
Volatility
AIUP vs. ITOT - Volatility Comparison
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Volatility by Period
| AIUP | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.31% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.15% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 12.85% | +10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 17.46% | +5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 18.24% | +5.18% |
AIUP vs. ITOT - Expense Ratio Comparison
AIUP has a 0.70% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Dividends
AIUP vs. ITOT - Dividend Comparison
AIUP has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.00% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Frequently Asked Questions
AIUP and ITOT have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.70% for AIUP.
ITOT has the higher dividend yield at 1.00%, compared with 0.00% for AIUP.
They also come from different issuers: FINQ and iShares. Their fees differ too: 0.70% for AIUP and 0.03% for ITOT.
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