AAAA vs FAN
Comparison between AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA, ETF) and FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF).
AAAA vs FAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AAAA
$278M
FAN
$278M
Expense Ratio
Winner
AAAA
0.49%
FAN
0.60%
Max Drawdown
Winner
AAAA
7.92%
FAN
80.62%
Sharpe Ratio
Winner
AAAA
1.35
FAN
1.12
5Y Beta
AAAA
0.90
Winner
FAN
0.68
5Y Dividends CAGR
AAAA
N/A
FAN
1.30%
AAAA vs FAN - Holdings Comparison
AAAA and FAN have 2 common holdings. Overlap is 0.50%
AAAA's top 25 holdings weight is 88.30%. FAN's top 25 holdings weight is 84.91%.
| Rank | AAAA | FAN |
|---|---|---|
| #1 | INVESCO QQQ TRUST (QQQ) - 10.96% | VESTAS WIND SYSTEMS AS (n/a) - 10.80% |
| #2 | ISHARES S&P 100 ETF (OEF) - 10.38% | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.62% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.39% | ORSTED AS (n/a) - 7.50% |
| #4 | ISHARES CORE MSCI EAFE ETF (IEFA) - 7.07% | EDP RENEWABLES SA (n/a) - 7.04% |
| #5 | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 6.12% | NORTHLAND POWER INC (NPIFF) - 5.91% |
| #6 | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 6.11% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 4.90% |
| #7 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 6.04% | ARCOSA INC (ACA) - 2.87% |
| #8 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.67% | PRYSMIAN SPA (n/a) - 2.53% |
| #9 | ISHARES CORE S&P MID-CAP ETF (IJH) - 5.41% | THE TIMKEN CO (TKR) - 2.46% |
| #10 | ISHARES GLOBAL 100 ETF (IOO) - 3.28% | GE VERNOVA INC (GEV) - 2.40% |
| #11 | VANGUARD TOTAL WORLD STOCK ETF (VT) - 3.22% | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.40% |
| #12 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.55% | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.36% |
| #13 | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 2.50% | ERG SPA (n/a) - 2.31% |
| #14 | ISHARES MSCI ACWI ETF (ACWI) - 2.02% | RWE AG CLASS A (n/a) - 2.20% |
| #15 | APPLE INC (AAPL) - 1.14% | IBERDROLA SA (n/a) - 2.10% |
| #16 | PACER DEV MKTS INTL CSH COWS 100 ETF (ICOW) - 1.14% | HITACHI LTD (n/a) - 2.09% |
| #17 | VANGUARD ULTRA-SHORT BOND ETF (VUSB) - 0.93% | ALLIANT ENERGY CORP (LNT) - 2.06% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | SKF AB CLASS B (n/a) - 2.03% |
| #19 | NVIDIA CORP (NVDA) - 0.92% | TORAY INDUSTRIES INC (n/a) - 2.00% |
| #20 | MICRON TECHNOLOGY INC (MU) - 0.81% | ENEL SPA (n/a) - 1.95% |
| #21 | JHANCOCK MULTIFACTOR MID CAP ETF (JHMM) - 0.78% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.94% |
| #22 | ISHARES CORE MSCI TOTAL INTL STK ETF (IXUS) - 0.76% | NEXTERA ENERGY INC (NEE) - 1.94% |
| #23 | ALPHABET INC CLASS A (GOOGL) - 0.76% | ENGIE SA (n/a) - 1.86% |
| #24 | MICROSOFT CORP (MSFT) - 0.72% | CLEARWAY ENERGY INC CLASS C (CWEN) - 1.86% |
| #25 | META PLATFORMS INC CLASS A (META) - 0.70% | ACCIONA SA (n/a) - 1.78% |
| Total Holdings | 48 | 53 |
AAAA vs FAN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAAA
+2.50%
FAN
-1.18%
3M
Winner
AAAA
+1.75%
FAN
-8.92%
6M
Winner
AAAA
+9.59%
FAN
+0.52%
1Y
AAAA
+20.00%
Winner
FAN
+28.75%
5Y(CAGR)
AAAA
N/A
FAN
+3.07%
10Y(CAGR)
AAAA
N/A
FAN
+8.35%
Max(CAGR)
Winner
AAAA
+21.12%
FAN
+0.79%
AAAA vs FAN - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AAAA | FAN |
|---|---|---|
| 2026 | +12.12% | +12.26% |
| 2025 | +9.90% | +39.24% |
| 2024 | N/A | -7.56% |
| 2023 | N/A | -3.92% |
| 2022 | N/A | -14.43% |
| 2021 | N/A | -14.12% |
| 2020 | N/A | +61.13% |
| 2019 | N/A | +31.68% |
| 2018 | N/A | -12.10% |
| 2017 | N/A | +15.91% |
| 2016 | N/A | +10.50% |
| 2015 | N/A | +10.74% |
| 2014 | N/A | -7.62% |
| 2013 | N/A | +62.57% |
| 2012 | N/A | -13.58% |
| 2011 | N/A | -23.42% |
| 2010 | N/A | -32.37% |
| 2009 | N/A | +19.44% |
| 2008 | N/A | -56.68% |
AAAA vs FAN Drawdown Comparison
The maximum drawdown for AAAA was -7.83%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The current AAAA drawdown is -1.39%. The current FAN drawdown is -12.43%.
| Rank | AAAA | FAN |
|---|---|---|
| #1 | -7.83% Feb 25, 2026 - Apr 14, 2026 | -79.84% Jun 27, 2008 - Dec 23, 2020 |
| #2 | -4.13% Jun 2, 2026 - Aug 4, 2026 | -46.30% Jan 7, 2021 - Feb 25, 2026 |
| #3 | -3.92% Oct 29, 2025 - Dec 5, 2025 | -14.65% May 6, 2026 - Jul 29, 2026 |
| #4 | -2.63% Oct 8, 2025 - Oct 24, 2025 | -5.26% Mar 2, 2026 - Mar 31, 2026 |
| #5 | -2.10% Dec 11, 2025 - Dec 23, 2025 | -2.11% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -2.00% Jul 25, 2025 - Aug 8, 2025 | -2.05% Apr 14, 2026 - Apr 23, 2026 |
| #7 | -2.00% May 14, 2026 - May 26, 2026 | -1.59% Apr 30, 2026 - May 5, 2026 |
| #8 | -1.98% Jan 12, 2026 - Jan 26, 2026 | -0.47% Apr 10, 2026 - Apr 14, 2026 |
| #9 | -1.71% Jan 28, 2026 - Feb 9, 2026 | -0.34% Dec 30, 2020 - Jan 4, 2021 |
| #10 | -1.47% Feb 9, 2026 - Feb 25, 2026 | N/A |
| #11 | -1.44% Aug 13, 2026 - Aug 20, 2026 | N/A |
| #12 | -1.39% Aug 13, 2025 - Aug 27, 2025 | N/A |
| #13 | -1.18% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #14 | -1.04% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #15 | -1.00% Apr 17, 2026 - Apr 24, 2026 | N/A |
Correlation
Correlation between AAAA and FAN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
AAAA vs FAN dividend yield comparison.
| Year | AAAA | FAN |
|---|---|---|
| 2026 | 0.57% | 0.37% |
| 2025 | 0.79% | 1.35% |
| 2024 | 0.00% | 1.52% |
| 2023 | 0.00% | 1.71% |
| 2022 | 0.00% | 1.50% |
| 2021 | 0.00% | 1.79% |
| 2020 | 0.00% | 0.84% |
| 2019 | 0.00% | 2.42% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 2.59% |
| 2016 | 0.00% | 6.04% |
| 2015 | 0.00% | 2.35% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 0.71% |
| 2012 | 0.00% | 1.63% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.90% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 0.32% |
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