AAUM vs SPY

AAUM vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricAAUMSPYWinner
Expense Ratio0.75%0.09%
AUM$1M$821.1B
Dividend Yield0.95%1.01%
Holdings30505
YTD Return-19.10%+13.17%
1Y Return-+21.53%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)-15.3%
Max Drawdown-28.2%-56.5%
Fund FamilyTema Global LimitedState Street Investment Management
CategoryAlternativeEquity
InceptionOct 1, 2025Jan 22, 1993

AAUM vs SPY Performance

Tema Alternative Asset Managers ETF (AAUM) is a ETF from Tema Global Limited and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, AAUM is down 19.10% versus a gain of 13.17% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -28.2% for AAUM and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.01% for SPY.

Holdings Overlap

0.7%overlap

AAUM and SPY share 5 holdings out of 528 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AAUMWeight in SPYDifference
APO5.86%0.09%5.77%
KKR5.28%0.11%5.17%
BX5.05%0.15%4.90%
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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. On a $10,000 investment, that is $66 per year of difference.

What is the holdings overlap between AAUM and SPY?

AAUM and SPY share 5 common holdings with a 0.7% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, AAUM or SPY?

AAUM yields 0.95% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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