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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 +15.3% compared to +12.7%

AIQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AIQ
$10B
Winner
SPY
$795B
Expense Ratio
AIQ
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
AIQ
44.82%
SPY
56.47%
Sharpe Ratio
Winner
AIQ
1.25
SPY
1.19
5Y Beta
AIQ
1.44
Winner
SPY
1.00
P/E Ratio
AIQ
33.47
Winner
SPY
26.06
Forward P/E
AIQ
20.37
Winner
SPY
19.66
PEG Ratio
Winner
AIQ
0.33
SPY
0.37
5Y Dividends CAGR
AIQ
-23.38%
Winner
SPY
6.00%
5Y EPS CAGR
AIQ
25.31%
Winner
SPY
26.03%
Debt to Equity
AIQ
N/A
SPY
45.99%
P/S Ratio
Winner
AIQ
1.73
SPY
3.71
P/B Ratio
AIQ
6.55
Winner
SPY
5.55

AIQ vs SPY - Holdings Comparison

AIQ and SPY have 36 common holdings. Overlap is 30.14%

AIQ's top 25 holdings weight is 68.37%. SPY's top 25 holdings weight is 50.77%.

RankAIQSPY
#1
n/a (PLTR) - 3.94%
NVIDIA CORP (NVDA) - 7.68%
#2
MICROSOFT CORP (MSFT) - 3.67%
APPLE INC (AAPL) - 6.97%
#3
ORACLE CORP (ORCL) - 3.37%
MICROSOFT CORP (MSFT) - 5.58%
#4
AMAZON.COM INC (AMZN) - 3.24%
AMAZON.COM INC (AMZN) - 3.85%
#5
n/a (SPCX) - 3.13%
ALPHABET INC CLASS A (GOOGL) - 3.03%
#6
ALPHABET INC CLASS A (GOOGL) - 3.01%
BROADCOM INC (AVGO) - 2.55%
#7
NETFLIX INC (NFLX) - 3.01%
ALPHABET INC CLASS C (GOOG) - 2.42%
#8
CISCO SYSTEMS INC (CSCO) - 2.97%
META PLATFORMS INC CLASS A (META) - 1.91%
#9
BROADCOM INC (AVGO) - 2.94%
MICRON TECHNOLOGY INC (MU) - 1.60%
#10
TENCENT HOLDINGS LTD (n/a) - 2.93%
TESLA INC (TSLA) - 1.47%
#11
NVIDIA CORP (NVDA) - 2.89%
JPMORGAN CHASE & CO (JPM) - 1.45%
#12
TESLA INC (TSLA) - 2.89%
ELI LILLY AND CO (LLY) - 1.42%
#13
n/a (TSM) - 2.82%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%
#14
META PLATFORMS INC CLASS A (META) - 2.75%
ADVANCED MICRO DEVICES INC (AMD) - 1.19%
#15
INTEL CORP (INTC) - 2.71%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
APPLE INC (AAPL) - 2.63%
JOHNSON & JOHNSON (JNJ) - 0.98%
#17
SAMSUNG ELECTRONICS CO LTD (n/a) - 2.55%
VISA INC CLASS A (V) - 0.96%
#18
ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.47%
MASTERCARD INC CLASS A (MA) - 0.73%
#19
ADVANCED MICRO DEVICES INC (AMD) - 2.44%
ABBVIE INC (ABBV) - 0.70%
#20
MICRON TECHNOLOGY INC (MU) - 2.44%
WALMART INC (WMT) - 0.69%
#21
SK HYNIX INC (n/a) - 2.14%
CISCO SYSTEMS INC (CSCO) - 0.67%
#22
SAP SE ADR (SAP) - 2.08%
INTEL CORP (INTC) - 0.66%
#23
SIEMENS AG (n/a) - 2.04%
COSTCO WHOLESALE CORP (COST) - 0.64%
#24
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.81%
n/a (PLTR) - 0.62%
#25
MARVELL TECHNOLOGY INC (MRVL) - 1.50%
BANK OF AMERICA CORP (BAC) - 0.61%
Total Holdings93505

AIQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIQ
+1.88%
SPY
-0.15%
3M
AIQ
-5.51%
Winner
SPY
+1.99%
6M
Winner
AIQ
+28.85%
SPY
+13.01%
1Y
Winner
AIQ
+42.87%
SPY
+19.96%
5Y(CAGR)
Winner
AIQ
+15.30%
SPY
+12.71%
10Y(CAGR)
Winner
AIQ
+19.54%
SPY
+15.27%
Max(CAGR)
Winner
AIQ
+19.54%
SPY
+8.57%

AIQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIQSPY
2026+25.06%+13.34%
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%
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%

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 -8.30%. The current SPY drawdown is -0.99%.

RankAIQSPY
#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
#5-20.19%
Jun 2, 2026 - Jul 29, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.47%
Jan 28, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.99%
Jul 10, 2024 - Sep 26, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.04%
May 3, 2019 - Jul 15, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.63%
Nov 3, 2025 - Jan 28, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.30%
Feb 16, 2021 - Jun 28, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.63%
Jul 26, 2019 - Nov 25, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.58%
Sep 2, 2020 - Oct 12, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.38%
Sep 7, 2021 - Nov 4, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.07%
Mar 12, 2024 - May 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.78%
Oct 13, 2020 - Nov 5, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AIQ and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

AIQ vs SPY dividend yield comparison.

YearAIQSPY
20260.00%0.48%
20250.18%1.07%
20240.14%1.21%
20230.16%1.40%
20220.56%1.65%
20210.15%1.20%
20200.50%1.52%
20190.51%1.75%
20180.51%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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