AIUP vs. USMV
AIUP (FINQ FIRST U.S. Large Cap AI-Managed Equity ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds. AIUP is actively managed, while USMV is passively managed. At a 0.44 correlation, their price movements are largely independent. AIUP charges 0.70%/yr vs 0.15%/yr for USMV.
Performance
AIUP vs. USMV - Performance Comparison
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Returns By Period
AIUP
- 1D
- 0.53%
- 1M
- 2.91%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USMV
- 1D
- 0.47%
- 1M
- 3.16%
- 6M
- 4.77%
- YTD
- 5.21%
- 1Y
- 6.41%
- 3Y*
- 12.14%
- 5Y*
- 7.46%
- 10Y*
- 9.66%
AIUP vs. USMV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF | 13.23% |
USMV iShares MSCI USA Min Vol Factor ETF | 4.35% |
Correlation
The correlation between AIUP and USMV is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | 0.44 |
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Return for Risk
AIUP vs. USMV — Risk / Return Rank
AIUP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USMV
AIUP vs. USMV - 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 MSCI USA Min Vol Factor ETF (USMV). 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 | USMV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.13 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.00 | — |
| Martin ratioReturn relative to average drawdown | — | 3.26 | — |
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Drawdowns
AIUP vs. USMV - Drawdown Comparison
The maximum AIUP drawdown since its inception was -11.32%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for AIUP and USMV.
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Drawdown Indicators
| AIUP | USMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.32% | -33.10% | +21.78% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.46% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.10% | — |
Current DrawdownCurrent decline from peak | -1.88% | 0.00% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -2.87% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.98% | — |
Volatility
AIUP vs. USMV - Volatility Comparison
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Volatility by Period
| AIUP | USMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.79% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.83% | 8.49% | +15.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 12.36% | +11.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.83% | 14.49% | +9.34% |
AIUP vs. USMV - Expense Ratio Comparison
AIUP has a 0.70% expense ratio, which is higher than USMV's 0.15% expense ratio.
Dividends
AIUP vs. USMV - Dividend Comparison
AIUP has not paid dividends to shareholders, while USMV's dividend yield for the trailing twelve months is around 1.47%.
| 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% |
USMV iShares MSCI USA Min Vol Factor ETF | 1.47% | 1.49% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% |
Frequently Asked Questions
AIUP and USMV have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USMV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USMV is cheaper with a 0.15% expense ratio, compared with 0.70% for AIUP.
USMV has the higher dividend yield at 1.47%, compared with 0.00% for AIUP.
They also come from different issuers: FINQ and iShares. Their fees differ too: 0.70% for AIUP and 0.15% for USMV.
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