AIVC vs SPY
Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceAIVC has outperformed SPY, delivering a return of +18.1% compared to +13.3%
AIVC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVC
$44M
Winner
SPY
$735B
Expense Ratio
AIVC
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
AIVC
56.11%
SPY
56.47%
Sharpe Ratio
Winner
AIVC
2.68
SPY
1.62
5Y Beta
AIVC
1.55
Winner
SPY
1.00
P/E Ratio
AIVC
64.19
Winner
SPY
28.99
Forward P/E
AIVC
31.95
Winner
SPY
22.37
PEG Ratio
AIVC
0.41
SPY
N/A
5Y Dividends CAGR
AIVC
-10.05%
Winner
SPY
5.43%
5Y EPS CAGR
AIVC
21.01%
Winner
SPY
26.05%
Debt to Equity
Winner
AIVC
-12.32%
SPY
32.40%
P/S Ratio
AIVC
5.18
Winner
SPY
3.74
P/B Ratio
AIVC
7.13
Winner
SPY
5.61
AIVC vs SPY - Holdings Comparison
AIVC and SPY have 26 common holdings. Overlap is 17.06%
AIVC's top 25 holdings weight is 64.66%. SPY's top 25 holdings weight is 52.37%.
| Rank | AIVC | SPY |
|---|---|---|
| #1 | MEDIATEK INC (n/a) - 4.41% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | MICRON TECHNOLOGY INC (MU) - 3.59% | APPLE INC (AAPL) - 7.02% |
| #3 | SK HYNIX INC (n/a) - 3.44% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 3.40% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.89% | BROADCOM INC (AVGO) - 3.10% |
| #7 | QUALCOMM INC (QCOM) - 2.88% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 2.85% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.81% | TESLA INC (TSLA) - 1.89% |
| #10 | DATADOG INC CLASS A (DDOG) - 2.73% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.62% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | WESTERN DIGITAL CORP (WDC) - 2.61% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.57% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.36% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.27% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.17% | INTEL CORP (INTC) - 0.90% |
| #17 | COHERENT CORP (COHR) - 2.17% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.01% | VISA INC CLASS A (V) - 0.85% |
| #19 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.00% | WALMART INC (WMT) - 0.81% |
| #20 | SYNOPSYS INC (SNPS) - 1.98% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | NETAPP INC (NTAP) - 1.97% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | BROADCOM INC (AVGO) - 1.97% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | CIENA CORP (CIEN) - 1.97% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ALPHABET INC CLASS A (GOOGL) - 1.93% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ORACLE CORP (ORCL) - 1.93% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 49 | 505 |
AIVC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIVC
+13.80%
SPY
+1.90%
3M
Winner
AIVC
+57.56%
SPY
+8.55%
6M
Winner
AIVC
+59.68%
SPY
+8.18%
1Y
Winner
AIVC
+124.77%
SPY
+25.79%
5Y(CAGR)
Winner
AIVC
+18.10%
SPY
+13.32%
10Y(CAGR)
Winner
AIVC
+15.93%
SPY
+15.19%
Max(CAGR)
Winner
AIVC
+15.92%
SPY
+8.47%
AIVC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIVC | SPY |
|---|---|---|
| 2026 | +59.24% | +8.26% |
| 2025 | +39.66% | +18.00% |
| 2024 | +22.20% | +25.59% |
| 2023 | +38.41% | +26.72% |
| 2022 | -38.20% | -18.64% |
| 2021 | -4.99% | +30.52% |
| 2020 | +39.68% | +17.28% |
| 2019 | +26.97% | +31.09% |
| 2018 | -19.55% | -5.24% |
| 2017 | +35.82% | +20.78% |
| 2016 | +7.31% | +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% |
AIVC vs SPY Drawdown Comparison
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AIVC drawdown is -10.60%. The current SPY drawdown is -2.90%.
| Rank | AIVC | SPY |
|---|---|---|
| #1 | -56.11% Feb 9, 2021 - Sep 9, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.60% Feb 12, 2020 - Jun 22, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.59% Sep 18, 2018 - Jan 13, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.11% Nov 3, 2025 - Jan 27, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.33% Aug 24, 2016 - Mar 17, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.80% Jan 28, 2026 - Apr 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.55% Oct 13, 2020 - Nov 25, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.05% Apr 27, 2016 - Aug 8, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.82% Jan 26, 2018 - Sep 11, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.64% Sep 1, 2020 - Oct 9, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.60% Jun 2, 2026 - Jun 5, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.10% Aug 5, 2020 - Aug 28, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.58% Nov 6, 2017 - Jan 4, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.30% Jul 9, 2020 - Aug 3, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.36% Oct 8, 2025 - Oct 20, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AIVC and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
AIVC vs SPY dividend yield comparison.
| Year | AIVC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.17% | 1.07% |
| 2024 | 0.21% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.39% | 1.52% |
| 2019 | 1.16% | 1.75% |
| 2018 | 0.38% | 2.04% |
| 2017 | 0.92% | 1.80% |
| 2016 | 0.64% | 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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