AIUP vs SPY

AAIUP

BSPY

Measures won0–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income1.06%VOO · $106 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common8.9%AIUP and SPY

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MState Street SPDR S&P 500 ETF · $792B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $100 on $10k1.00%

Cards for this view

AIUP

FINQ FIRST U.S. Large Cap AI-Managed Equity

[…]

SPY

SPDR S&P 500

$17,481

MeasureAIUPSPY

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield0.00%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.3%	new	new	new	new	[…]	$4M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+10.4%	new	new	new	new	[…]	$15.9B

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.3%	new	new	new	new	[…]	$4M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+10.4%	new	new	new	new	[…]	$15.9B

Loading…