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AAAA vs SPY

Comparison between AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AAAA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AAAA
$267M
Winner
SPY
$735B
Expense Ratio
AAAA
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
AAAA
7.92%
SPY
56.47%
Sharpe Ratio
AAAA
1.55
Winner
SPY
1.62
5Y Beta
Winner
AAAA
0.91
SPY
1.00
P/E Ratio
AAAA
N/A
SPY
28.99
Forward P/E
AAAA
N/A
SPY
22.37
5Y Dividends CAGR
AAAA
N/A
SPY
5.43%
5Y EPS CAGR
AAAA
N/A
SPY
26.05%
Debt to Equity
AAAA
N/A
SPY
32.40%
P/S Ratio
AAAA
N/A
SPY
3.74
P/B Ratio
AAAA
N/A
SPY
5.61

AAAA vs SPY - Holdings Comparison

AAAA and SPY have 27 common holdings. Overlap is 13.05%

AAAA's top 25 holdings weight is 93.21%. SPY's top 25 holdings weight is 52.37%.

RankAAAASPY
#1
INVESCO QQQ TRUST (QQQ) - 11.18%
NVIDIA CORP (NVDA) - 8.10%
#2
ISHARES S&P 100 ETF (OEF) - 10.40%
APPLE INC (AAPL) - 7.02%
#3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.71%
MICROSOFT CORP (MSFT) - 4.79%
#4
ISHARES GLOBAL 100 ETF (IOO) - 7.40%
AMAZON.COM INC (AMZN) - 4.02%
#5
ISHARES CORE MSCI EAFE ETF (IEFA) - 7.03%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 6.12%
BROADCOM INC (AVGO) - 3.10%
#7
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 5.99%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 5.95%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.34%
TESLA INC (TSLA) - 1.89%
#10
ISHARES CORE S&P MID-CAP ETF (IJH) - 5.28%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VANGUARD TOTAL WORLD STOCK ETF (VT) - 3.21%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.53%
ELI LILLY AND CO (LLY) - 1.31%
#13
STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 2.40%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
APPLE INC (AAPL) - 2.14%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ISHARES MSCI ACWI ETF (ACWI) - 2.02%
EXXON MOBIL CORP (XOM) - 0.97%
#16
PACER DEV MKTS INTL CSH COWS 100 ETF (ICOW) - 1.20%
INTEL CORP (INTC) - 0.90%
#17
NVIDIA CORP (NVDA) - 0.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VANGUARD ULTRA-SHORT BOND ETF (VUSB) - 0.92%
VISA INC CLASS A (V) - 0.85%
#19
ADVANCED MICRO DEVICES INC (AMD) - 0.84%
WALMART INC (WMT) - 0.81%
#20
ALPHABET INC CLASS A (GOOGL) - 0.84%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
JHANCOCK MULTIFACTOR MID CAP ETF (JHMM) - 0.77%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ISHARES CORE MSCI TOTAL INTL STK ETF (IXUS) - 0.77%
CATERPILLAR INC (CAT) - 0.66%
#23
MICROSOFT CORP (MSFT) - 0.75%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
MICRON TECHNOLOGY INC (MU) - 0.74%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BROADCOM INC (AVGO) - 0.74%
ABBVIE INC (ABBV) - 0.58%
Total Holdings48505

AAAA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AAAA
+1.39%
Winner
SPY
+1.90%
3M
Winner
AAAA
+8.91%
SPY
+8.55%
6M
Winner
AAAA
+9.61%
SPY
+8.18%
1Y
AAAA
+20.32%
Winner
SPY
+25.79%
5Y(CAGR)
AAAA
N/A
SPY
+13.32%
10Y(CAGR)
AAAA
N/A
SPY
+15.19%
Max(CAGR)
Winner
AAAA
+23.18%
SPY
+8.47%

AAAA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAAAASPY
2026+9.13%+8.26%
2025+9.90%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AAAA vs SPY Drawdown Comparison

The maximum drawdown for AAAA was -7.83%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AAAA drawdown is -3.13%. The current SPY drawdown is -2.90%.

RankAAAASPY
#1-7.83%
Feb 25, 2026 - Apr 14, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.92%
Oct 29, 2025 - Dec 5, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.13%
Jun 2, 2026 - Jun 5, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.63%
Oct 8, 2025 - Oct 24, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.10%
Dec 11, 2025 - Dec 23, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.00%
Jul 25, 2025 - Aug 8, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.00%
May 14, 2026 - May 26, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.98%
Jan 12, 2026 - Jan 26, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.71%
Jan 28, 2026 - Feb 9, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.47%
Feb 9, 2026 - Feb 25, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.39%
Aug 13, 2025 - Aug 27, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.18%
Aug 28, 2025 - Sep 4, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.04%
Sep 22, 2025 - Oct 1, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.00%
Apr 17, 2026 - Apr 24, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.98%
Dec 24, 2025 - Jan 6, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AAAA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

AAAA vs SPY dividend yield comparison.

YearAAAASPY
20260.08%0.24%
20250.79%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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