AAUM vs SPY

AAUM vs SPY

Which is better, AAUM or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 53.3%.

Lower Fees: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAAUMSPY
Expense Ratio0.75%0.09%Best
AUM$1M$804.7B
Dividend Yield0.95%0.98%
Holdings30505
Top 10 Weight53.3%37.8%Best
Fund FamilyTema Global LimitedState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 1, 2025Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 76 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AAUM has data through Jul 2, 2026 and SPY through Sep 16, 2026.

Fees and Cost Over Time

AAUM charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, AAUM currently yields 0.95% against 0.98% for SPY.

Holdings Overlap

AAUM already in SPY24.5%
SPY already in AAUM0.6%

24.5% of AAUM's money is in holdings SPY also owns. 0.6% of SPY's money is in holdings AAUM also owns.

AAUM and SPY share little of their money.

The two holdings books were reported 124 days apart, AAUM as of Apr 30, 2026 and SPY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

5 positions in common, counted across the 29 positions we hold weights for in AAUM and 504 in SPY, against full books of 30 and 505.

What only one of them owns

Our book lists 492 positions for SPY that do not appear in our book for AAUM (98.7% of the fund), and 8 for AAUM that do not appear in SPY (32.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AAUMWeight in SPYDifference
APOAthene (Ath) / Apollo Global Management (Apo)5.86%0.09%5.77%
KKRKkr & Co. Inc. Class a5.28%0.11%5.17%
BXBlackstone Group Inc. Class A5.05%0.15%4.90%
ARESAres Management Corp A5.09%0.04%5.05%
BLKBlackrock Funding Inc/De3.22%0.25%2.97%

24.5% of AAUM is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AAUMSPY

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Frequently Asked Questions

Which is cheaper, AAUM or SPY?

AAUM has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

What is the holdings overlap between AAUM and SPY?

24.5% of AAUM's money is in holdings SPY also owns. 0.6% of SPY's is in holdings AAUM also owns. They hold 5 positions in common, counted across the 29 positions we hold weights for in AAUM and 504 in SPY.

Which pays a higher dividend, AAUM or SPY?

AAUM yields 0.95% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than AAUM?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.