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AOTG vs SPY

Comparison between AOT GROWTH AND INNOVATION ETF (AOTG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AOTG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOTG
$88M
Winner
SPY
$735B
Expense Ratio
AOTG
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
AOTG
31.63%
SPY
56.47%
Sharpe Ratio
AOTG
1.07
Winner
SPY
1.62
5Y Beta
AOTG
1.45
Winner
SPY
1.00
P/E Ratio
AOTG
35.58
Winner
SPY
28.99
Forward P/E
AOTG
24.36
Winner
SPY
22.37
PEG Ratio
AOTG
0.34
SPY
N/A
5Y Dividends CAGR
AOTG
N/A
SPY
5.43%
5Y EPS CAGR
Winner
AOTG
47.64%
SPY
26.05%
Debt to Equity
AOTG
N/A
SPY
32.40%
P/S Ratio
AOTG
3.94
Winner
SPY
3.74
P/B Ratio
AOTG
9.08
Winner
SPY
5.61

AOTG vs SPY - Holdings Comparison

AOTG and SPY have 28 common holdings. Overlap is 31.77%

AOTG's top 25 holdings weight is 93.47%. SPY's top 25 holdings weight is 52.37%.

RankAOTGSPY
#1
ADVANCED MICRO DEVICES INC (AMD) - 13.83%
NVIDIA CORP (NVDA) - 8.10%
#2
NVIDIA CORP (NVDA) - 12.14%
APPLE INC (AAPL) - 7.02%
#3
MICRON TECHNOLOGY INC (MU) - 7.38%
MICROSOFT CORP (MSFT) - 4.79%
#4
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 7.07%
AMAZON.COM INC (AMZN) - 4.02%
#5
AMAZON.COM INC (AMZN) - 4.75%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ALPHABET INC CLASS A (GOOGL) - 4.73%
BROADCOM INC (AVGO) - 3.10%
#7
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.70%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TOAST INC CLASS A (TOST) - 4.46%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MICROSOFT CORP (MSFT) - 4.14%
TESLA INC (TSLA) - 1.89%
#10
ALPHABET INC CLASS C (GOOG) - 3.45%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.42%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 3.01%
ELI LILLY AND CO (LLY) - 1.31%
#13
SALESFORCE INC (CRM) - 2.86%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.51%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VIRTU FINANCIAL INC CLASS A (VIRT) - 2.12%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BROADCOM INC (AVGO) - 1.74%
INTEL CORP (INTC) - 0.90%
#17
ADOBE INC (ADBE) - 1.73%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MERCADOLIBRE INC (MELI) - 1.44%
VISA INC CLASS A (V) - 0.85%
#19
SANDISK CORP ORDINARY SHARES (SNDK) - 1.34%
WALMART INC (WMT) - 0.81%
#20
SEA LTD ADR (SE) - 1.33%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CHARLES SCHWAB CORP (SCHW) - 1.28%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
META PLATFORMS INC CLASS A (META) - 1.27%
CATERPILLAR INC (CAT) - 0.66%
#23
NETFLIX INC (NFLX) - 1.26%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WORKDAY INC CLASS A (WDAY) - 0.80%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SERVICENOW INC (NOW) - 0.71%
ABBVIE INC (ABBV) - 0.58%
Total Holdings44505

AOTG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AOTG
+5.71%
SPY
+1.90%
3M
Winner
AOTG
+19.40%
SPY
+8.55%
6M
AOTG
+7.90%
Winner
SPY
+8.18%
1Y
Winner
AOTG
+31.28%
SPY
+25.79%
5Y(CAGR)
AOTG
N/A
SPY
+13.32%
10Y(CAGR)
AOTG
N/A
SPY
+15.19%
Max(CAGR)
Winner
AOTG
+25.85%
SPY
+8.47%

AOTG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAOTGSPY
2026+9.57%+8.26%
2025+24.73%+18.00%
2024+35.66%+25.59%
2023+56.41%+26.72%
2022-11.53%-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%

AOTG vs SPY Drawdown Comparison

The maximum drawdown for AOTG was -31.63%, occurring on Nov 9, 2022. Recovery took 202 trading sessions.

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

The current AOTG drawdown is -8.71%. The current SPY drawdown is -2.90%.

RankAOTGSPY
#1-31.63%
Aug 16, 2022 - Jun 6, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.41%
Dec 6, 2024 - Jun 24, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.85%
Nov 3, 2025 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.92%
Jul 18, 2023 - Dec 18, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.56%
Jul 16, 2024 - Sep 3, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.89%
Mar 12, 2024 - Jul 2, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.71%
Jun 1, 2026 - Jun 5, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.50%
Jul 21, 2022 - Aug 2, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.18%
Sep 3, 2024 - Sep 19, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.61%
Jul 7, 2022 - Jul 20, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.67%
Jun 15, 2023 - Jul 12, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.65%
Dec 28, 2023 - Jan 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.65%
Oct 9, 2025 - Oct 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.08%
Jan 29, 2024 - Feb 7, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.96%
May 14, 2026 - May 26, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.99
-101

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