Compare · 2 funds side by side · dividends reinvested

AIVC and SPY

AIVCAmplify×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,244AIVC · best of the two

02 / 04

AIVC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Amplify Bloomberg AI Value Chain ETFThematic · AI & semis0.59%0.12%+43.9%+34.7%+43.6%+12.8%−23.3%37.9%$118M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIVC 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Bloomberg AI Value Chain ETF · $118M$18,244

AIVC

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

AIVCMeasureSPY

+43.9%Year to dateJan 1 → Nov 4+13.3%

+34.7%1 yearTotal return+13.4%

+43.6%3 years · per year$10,000 became $29,612 · $19,132+24.1%

+12.8%5 years · per year$10,000 became $18,244 · $18,060+12.6%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

0.12%Trailing 12-mo yield$12 · $99 a year on $10k0.99%

−23.3%Worst dropSmaller is better−8.9%

37.9%VolatilityLower is calmer12.9%

AIVCSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVC vs SPY: Top 5 Holdings

Today

AIVC

13.8%in top 5

SPY

in top 527.3%

AIVCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

2.7%MSFT5.9%

2.6%AMZN3.8%

3.0%IBMnot top 5

2.8%GTLBnot top 5

2.7%TEAMnot top 5

not top 5GOOGL2.5%

Held in common21.1%

End-of-day Nov 4, 2026 · share of each fund

AIVC vs SPY Returns, Every Period

AmplifyAIVC

+12.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

AIVCSPYFaded: behind in that period

4–0AIVC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AIVC vs SPY

YTD

AmplifyAIVC

+43.9%

SPYSPDR

+13.3%

+43.9%Year to date+13.3%

−23.3%Worst drop · 1Y−8.9%

37.9%Volatility · 1Y12.9%

0.1%Yield1.0%

$118MAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AIVC0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIVC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

AIVC0.12%$12

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

AIVC$12 − $59 = −$47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIVC, SPY

Today

21.1%most shared, AIVC and SPY

AIVCSPY

AIVC—21.1%

SPY21.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.7%AIVC, at 37.9% volatility

SPYWorst drop−8.9%12.9% vol

AIVCWorst drop−23.3%37.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYAIVC

+13.3%Year to date+43.9%

1.0%Yield0.1%

+13.4%Past year+34.7%

0.09%Fee0.59%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026