AIUP vs TACU

AIUPDFINQ FIRST U.S. Large Cap AI-Managed Equity ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

AIUP The stock picker here is a machine. FINQ's adaptive AI model hunts inside the S&P 500 roster and builds an active large-cap book that owes nothing to index weights. Familiar names, algorithmic calls.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

AIUP The Fund seeks long-term capital appreciation.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• AIUP The mandate is literal: US large caps drawn from S&P 500 companies, selected by FINQ's proprietary adaptive AI model, with no obligation to track that index.
• One job, stated plainly. The fund seeks long-term capital appreciation, with no income sleeve, hedging overlay, or derivatives story to decode.
• The hunting ground is familiar. Holdings come from household-name US large caps, so the active risk sits in selection and weighting, not in exotic corners of the market.

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• AIUP At 0.70%, it prices above the typical US active equity fund and several times index-tracking core rivals such as DFAU (0.12%) or FELC (0.18%).
• A small fund that trades lightly. Spreads can be wider than in the category's giants, so execution quality is worth checking at the time of the trade.
• Short history, closed box. There is only about a year of risk data to judge the model across conditions, and its picks are not explained trade by trade.

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full AIUP profile⁠

Full TACU profile⁠