AAUM vs SPY

AAUM vs SPY

Which is better, AAUM or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: 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$814.4B
Dividend Yield0.95%1.01%
Holdings30505
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, Top 10 Weight.

The two price series end 68 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 8, 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 1.01% for SPY.

Holdings Overlap

SPY already in AAUM0.7%

At least 0.7% of SPY's money is in holdings AAUM also owns.

Stated as a floor: for AAUM, our book for it covers 93.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 96 days apart, AAUM as of Apr 30, 2026 and SPY as of Aug 4, 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 28 positions we hold weights for in AAUM and 503 in SPY, against full books of 30 and 505.

Top Shared Holdings

StockWeight in AAUMWeight in SPYDifference
APOApollo Global Management Inc5.86%0.09%5.77%
KKRKkr & Co., Inc., Series A, Pfd.5.28%0.11%5.17%
BXBlackstone, Inc.5.05%0.15%4.90%
ARESAres Management Corp Preferred Stock 75.09%0.05%5.04%
BLKBlackrock, Inc.3.22%0.25%2.97%

You are not choosing between two funds in isolation.

Whichever of AAUM and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AAUMSPY

Free for up to 10 holdings. No account needed.

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.

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.

Is SPY better than AAUM?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.