AIUP vs SPY

Comparison between FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF (AIUP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AIUP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIUP(ETF)	SPY(ETF)
Net Assets	$4M	$781B
Expense Ratio	0.70%	0.09%
Max Drawdown	11.32%	56.47%
Sharpe Ratio	0.57	1.06
5Y Beta	1.12	1.00
P/E Ratio	26.46	28.53
Forward P/E	22.03	21.48
PEG Ratio	0.54	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	46.59%	25.58%
Debt to Equity	17.23%	32.09%
P/S Ratio	5.40	3.75
P/B Ratio	6.11	5.64

Net Assets

AIUP

$4M

Winner

SPY

$781B

Expense Ratio

AIUP

0.70%

Winner

SPY

0.09%

Max Drawdown

Winner

AIUP

11.32%

SPY

56.47%

Sharpe Ratio

AIUP

0.57

Winner

SPY

1.06

5Y Beta

AIUP

1.12

Winner

SPY

1.00

P/E Ratio

Winner

AIUP

26.46

SPY

28.53

Forward P/E

AIUP

22.03

Winner

SPY

21.48

PEG Ratio

AIUP

0.54

SPY

N/A

5Y Dividends CAGR

AIUP

N/A

SPY

6.00%

5Y EPS CAGR

Winner

AIUP

46.59%

SPY

25.58%

Debt to Equity

Winner

AIUP

17.23%

SPY

32.09%

P/S Ratio

AIUP

5.40

Winner

SPY

3.75

P/B Ratio

AIUP

6.11

Winner

SPY

5.64

AIUP vs SPY - Holdings Comparison

AIUP and SPY have 15 common holdings. Overlap is 23.98%

AIUP's top 25 holdings weight is 100.03%. SPY's top 25 holdings weight is 51.74%.

Rank	AIUP	SPY
#1	META PLATFORMS INC CLASS A (META) - 16.80%	NVIDIA CORP (NVDA) - 7.89%
#2	NVIDIA CORP (NVDA) - 15.75%	APPLE INC (AAPL) - 7.37%
#3	AMAZON.COM INC (AMZN) - 14.79%	MICROSOFT CORP (MSFT) - 4.50%
#4	PALO ALTO NETWORKS INC (PANW) - 4.67%	AMAZON.COM INC (AMZN) - 3.82%
#5	MICROSOFT CORP (MSFT) - 4.60%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	SALESFORCE INC (CRM) - 4.53%	BROADCOM INC (AVGO) - 2.86%
#7	ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.51%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	ALPHABET INC CLASS A (GOOGL) - 4.50%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 4.50%	TESLA INC (TSLA) - 1.70%
#10	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.31%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	BOSTON SCIENTIFIC CORP (BSX) - 4.27%	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	UBER TECHNOLOGIES INC (UBER) - 4.22%	ELI LILLY AND CO (LLY) - 1.40%
#13	BOOKING HOLDINGS INC (BKNG) - 4.20%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	NETFLIX INC (NFLX) - 4.19%	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.00%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.19%	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	N/A	VISA INC CLASS A (V) - 0.90%
#18	N/A	WALMART INC (WMT) - 0.76%
#19	N/A	INTEL CORP (INTC) - 0.75%
#20	N/A	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	N/A	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	N/A	MASTERCARD INC CLASS A (MA) - 0.66%
#23	N/A	ABBVIE INC (ABBV) - 0.66%
#24	N/A	CATERPILLAR INC (CAT) - 0.65%
#25	N/A	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	16	505

AIUP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AIUP	SPY
1 month	-0.41%	+0.78%
3 months	-3.23%	+3.76%
6 months	+6.81%	+7.78%
1 year	N/A	+17.76%
5 years(CAGR)	N/A	+12.44%
10 years(CAGR)	N/A	+14.90%
Max(CAGR)	+15.40%	+8.44%

AIUP

-0.41%

Winner

SPY

+0.78%

AIUP

-3.23%

Winner

SPY

+3.76%

AIUP

+6.81%

Winner

SPY

+7.78%

AIUP

N/A

SPY

+17.76%

5Y(CAGR)

AIUP

N/A

SPY

+12.44%

10Y(CAGR)

AIUP

N/A

SPY

+14.90%

Max(CAGR)

Winner

AIUP

+15.40%

SPY

+8.44%

AIUP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIUP	SPY
2026	+6.81%	+8.74%
2025	N/A	+18.00%
2024	N/A	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-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%

AIUP vs SPY Drawdown Comparison

The maximum drawdown for AIUP was -11.32%, occurring on Mar 27, 2026. Recovery took 27 trading sessions.

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

The current AIUP drawdown is -7.81%. The current SPY drawdown is -2.47%.

Rank	AIUP	SPY
#1	-11.32% Mar 5, 2026 - Apr 14, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-8.81% Jun 1, 2026 - Jul 15, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-7.81% Jul 15, 2026 - Jul 24, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-7.12% Feb 10, 2026 - Mar 5, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.87% Apr 22, 2026 - May 7, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.67% May 7, 2026 - May 18, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.00% May 18, 2026 - May 28, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-0.71% Apr 17, 2026 - Apr 22, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AIUP and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

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AIUP vs SPY

AIUP vs SPY - Performance Comparison

Key Characteristics

AIUP vs SPY - Holdings Comparison

AIUP vs SPY - Historical Returns

AIUP vs SPY - Annual Returns (1999 - 2026)

AIUP vs SPY Drawdown Comparison

Correlation

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