AIFD vs SPY

Quick Verdict

SPY has a lower expense ratio. AIFD delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: AIFDMore Diversified: SPY

Side-by-Side Comparison

MetricAIFDSPYWinner
Expense Ratio0.75%0.09%
AUM$124M$789.1B
Dividend Yield0.00%1.01%
Holdings34505
YTD Return+40.97%+13.68%
1Y Return+64.35%+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)26.8%15.3%
Max Drawdown-33.2%-56.5%
Fund FamilyTCW ETFsState Street Investment Management
CategoryEquityEquity
InceptionMay 6, 2024Jan 22, 1993

AIFD vs SPY Performance

TCW Artificial Intelligence ETF (AIFD) is a ETF from TCW ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AIFD returned +64.35% while SPY returned +21.53%. Year to date, AIFD is up 40.97% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

AIFD has been the more volatile fund, with annualized monthly volatility of 26.8% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.2% for AIFD and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AIFD 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, AIFD currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

24.7%overlap

AIFD and SPY share 21 holdings out of 515 unique holdings combined, representing a 24.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIFDWeight in SPYDifference
NVDA6.58%7.31%0.73%
GOOGL5.25%3.32%1.93%
AVGO5.50%2.73%2.77%
MUProProPro
AMZNProProPro
MRVLProProPro
LITEProProPro
MSFTProProPro
PANWProProPro
ANETProProPro
FundXLS Pro
See all 10 holdings AIFD shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, AIFD or SPY?

AIFD 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.

Which performed better, AIFD or SPY?

Over the past year AIFD returned +64.35% vs +21.53% for SPY, so AIFD leads on 1-year performance. Over the longest common window we track (2 years), AIFD annualized +39.04% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, AIFD or SPY?

AIFD has been the more volatile fund at 26.8% annualized versus 15.3% for SPY. Worst drawdown: AIFD -33.2% vs SPY -56.5%.

Should I hold both AIFD and SPY?

AIFD and SPY have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AIFD and SPY?

AIFD and SPY share 21 common holdings with a 24.7% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, AIFD or SPY?

AIFD yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.