AIQ vs SPY
Comparison between Global X Artificial Intelligence & Technology ETF (AIQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAIQ has outperformed SPY, delivering a return of +17.9% compared to +14.3%
AIQ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIQ
$8.60B
Winner
SPY
$735B
Expense Ratio
AIQ
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
AIQ
44.82%
SPY
56.47%
Sharpe Ratio
AIQ
2.02
Winner
SPY
2.03
5Y Beta
AIQ
1.36
Winner
SPY
1.00
P/E Ratio
AIQ
38.76
Winner
SPY
28.55
Forward P/E
AIQ
22.94
Winner
SPY
21.99
PEG Ratio
AIQ
0.40
SPY
N/A
5Y Dividends CAGR
AIQ
-9.59%
Winner
SPY
5.43%
5Y EPS CAGR
AIQ
24.20%
Winner
SPY
25.29%
Debt to Equity
AIQ
N/A
SPY
22.22%
P/S Ratio
Winner
AIQ
2.47
SPY
3.63
P/B Ratio
AIQ
6.65
Winner
SPY
5.45
AIQ vs SPY - Holdings Comparison
AIQ and SPY have 35 common holdings. Overlap is 30.08%
AIQ's top 25 holdings weight is 73.35%. SPY's top 25 holdings weight is 51.71%.
| Rank | AIQ | SPY |
|---|---|---|
| #1 | SK HYNIX INC (n/a) - 5.26% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | INTEL CORP (INTC) - 4.57% | APPLE INC (AAPL) - 6.71% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.41% | MICROSOFT CORP (MSFT) - 4.91% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.19% | AMAZON.COM INC (AMZN) - 4.30% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 3.83% | ALPHABET INC CLASS A (GOOGL) - 3.64% |
| #6 | BROADCOM INC (AVGO) - 3.59% | BROADCOM INC (AVGO) - 3.26% |
| #7 | CISCO SYSTEMS INC (CSCO) - 3.47% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | n/a (TSM) - 3.30% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 3.22% | TESLA INC (TSLA) - 1.76% |
| #10 | AMAZON.COM INC (AMZN) - 3.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | APPLE INC (AAPL) - 3.13% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | NVIDIA CORP (NVDA) - 2.91% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | NETFLIX INC (NFLX) - 2.88% | MICRON TECHNOLOGY INC (MU) - 1.16% |
| #14 | ORACLE CORP (ORCL) - 2.85% | EXXON MOBIL CORP (XOM) - 1.04% |
| #15 | META PLATFORMS INC CLASS A (META) - 2.56% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | MICROSOFT CORP (MSFT) - 2.49% | WALMART INC (WMT) - 0.92% |
| #17 | TESLA INC (TSLA) - 2.37% | VISA INC CLASS A (V) - 0.87% |
| #18 | n/a (PLTR) - 2.24% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #19 | TENCENT HOLDINGS LTD (n/a) - 2.15% | INTEL CORP (INTC) - 0.82% |
| #20 | SIEMENS AG (n/a) - 2.06% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #21 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.04% | CATERPILLAR INC (CAT) - 0.68% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.81% | MASTERCARD INC CLASS A (MA) - 0.65% |
| #23 | QUALCOMM INC (QCOM) - 1.69% | NETFLIX INC (NFLX) - 0.60% |
| #24 | SAP SE ADR (SAP) - 1.66% | CISCO SYSTEMS INC (CSCO) - 0.60% |
| #25 | SALESFORCE INC (CRM) - 1.48% | ABBVIE INC (ABBV) - 0.59% |
| Total Holdings | 88 | 505 |
AIQ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIQ
+20.64%
SPY
+7.59%
3M
Winner
AIQ
+24.00%
SPY
+8.65%
6M
Winner
AIQ
+18.41%
SPY
+8.64%
1Y
Winner
AIQ
+53.16%
SPY
+28.07%
5Y(CAGR)
Winner
AIQ
+17.85%
SPY
+14.29%
10Y(CAGR)
AIQ
N/A
SPY
+15.46%
Max(CAGR)
Winner
AIQ
+19.59%
SPY
+8.50%
AIQ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIQ | SPY |
|---|---|---|
| 2026 | +18.65% | +8.35% |
| 2025 | +32.51% | +18.00% |
| 2024 | +27.13% | +25.59% |
| 2023 | +55.31% | +26.72% |
| 2022 | -36.63% | -18.64% |
| 2021 | +18.22% | +30.52% |
| 2020 | +49.55% | +17.28% |
| 2019 | +38.33% | +31.09% |
| 2018 | -14.04% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AIQ vs SPY Drawdown Comparison
The maximum drawdown for AIQ was -44.66%, occurring on Oct 14, 2022. Recovery took 570 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AIQ drawdown is -2.91%. The current SPY drawdown is -0.15%.
| Rank | AIQ | SPY |
|---|---|---|
| #1 | -44.66% Nov 16, 2021 - Feb 26, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.88% Feb 19, 2020 - Jun 3, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.35% Feb 18, 2025 - Jun 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.65% Aug 29, 2018 - Mar 21, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.47% Jan 28, 2026 - Apr 17, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.99% Jul 10, 2024 - Sep 26, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.04% May 3, 2019 - Jul 15, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.63% Nov 3, 2025 - Jan 28, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.30% Feb 16, 2021 - Jun 28, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.63% Jul 26, 2019 - Nov 25, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.58% Sep 2, 2020 - Oct 12, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.38% Sep 7, 2021 - Nov 4, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.07% Mar 12, 2024 - May 15, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.78% Oct 13, 2020 - Nov 5, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.90% Jun 14, 2018 - Aug 27, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AIQ and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
AIQ vs SPY dividend yield comparison.
| Year | AIQ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.18% | 1.07% |
| 2024 | 0.14% | 1.21% |
| 2023 | 0.16% | 1.40% |
| 2022 | 0.56% | 1.65% |
| 2021 | 0.15% | 1.20% |
| 2020 | 0.50% | 1.52% |
| 2019 | 0.51% | 1.75% |
| 2018 | 0.51% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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