AIQU vs SPY
MicroSectors 3x Long Artificial Intelligence (AI) ETN vs State Street SPDR S&P 500 ETF Trust
Which is better, AIQU or SPY?
Trading-Leveraged Equity against Large Cap Blend.
AIQU is less concentrated, with 32.9% of the fund in its ten largest positions against 38.2%.
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
| Metric | AIQU | SPY |
|---|---|---|
| Expense Ratio | - | 0.09% |
| AUM | $21M | $823.2B |
| Dividend Yield | 0.00% | 0.99% |
| Holdings | 88 | 1,515 |
| YTD Return | -26.45% | +13.53%Best |
| 1Y Return | - | +17.47% |
| 3Y Return (annualized) | - | +22.36% |
| 5Y Return (annualized) | - | +13.21% |
| Top 10 Weight | 32.9%Best | 38.2% |
| Fund Family | BMO Capital Markets | State Street Investment Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Jun 3, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AIQU vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AIQU vs SPY Performance
MicroSectors 3x Long Artificial Intelligence (AI) ETN (AIQU) is an ETF from BMO Capital Markets and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, AIQU is down 26.45% versus a gain of 13.53% for SPY.
Past performance does not guarantee future results.
Holdings Overlap
61.7% of AIQU's money is in holdings SPY also owns. 42.8% of SPY's money is in holdings AIQU also owns.
The two portfolios partly overlap.
34 positions in common, counted across the 88 positions we hold weights for in AIQU and 504 in SPY, against full books of 88 and 1,515.
What only one of them owns
Our book lists 462 positions for SPY that do not appear in our book for AIQU (56.3% of the fund), and 22 for AIQU that do not appear in SPY (11.3%).
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
| Stock | Weight in AIQU | Weight in SPY | Difference |
|---|---|---|---|
| NVDANvidia Corp | 2.96% | 7.78% | 4.82% |
| AAPLApple, Inc | 2.76% | 7.45% | 4.69% |
| MSFTMicrosoft Corp | 3.60% | 5.71% | 2.11% |
| AMZNAmazon.Com Inc | 2.86% | 3.78% | 0.92% |
| GOOGLAlphabet Inc | 2.87% | 3.12% | 0.25% |
| METAMeta Platforms Inc | 3.20% | 2.22% | 0.98% |
| AVGOBroadcom Inc | 2.41% | 2.48% | 0.07% |
| PLTRPalantir Technologies Inc | 4.05% | 0.61% | 3.44% |
| TSLATesla Inc | 3.08% | 1.54% | 1.54% |
| MUMicron Technology, Inc. | 2.87% | 1.59% | 1.28% |
61.7% of AIQU 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.
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Frequently Asked Questions
What is the holdings overlap between AIQU and SPY?
61.7% of AIQU's money is in holdings SPY also owns. 42.8% of SPY's is in holdings AIQU also owns. They hold 34 positions in common, counted across the 88 positions we hold weights for in AIQU and 504 in SPY.
Which pays a higher dividend, AIQU or SPY?
AIQU yields 0.00% while SPY yields 0.99%, so SPY currently pays the higher dividend yield.
Is SPY better than AIQU?
AIQU is less concentrated, with 32.9% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.