AIPI vs SPY

AIPI vs SPY
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Quick Verdict

SPY has a lower expense ratio. AIPI delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: AIPIMore Diversified: SPY

Side-by-Side Comparison

MetricAIPISPYWinner
Expense Ratio0.65%0.09%
AUM$431M$821.1B
Dividend Yield37.94%1.01%
Holdings90505
YTD Return+12.18%+13.17%
1Y Return+22.48%+21.53%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)17.5%15.3%
Max Drawdown-25.3%-56.5%
Fund FamilyREX SharesState Street Investment Management
CategoryAlternativeEquity
InceptionJun 3, 2024Jan 22, 1993

AIPI vs SPY Performance

REX AI Equity Premium Income ETF (AIPI) is a ETF from REX Shares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AIPI returned +22.48% while SPY returned +21.53%. Year to date, AIPI is up 12.18% versus a gain of 13.17% for SPY.

Risk: Volatility and Drawdowns

AIPI has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -25.3% for AIPI 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AIPI charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, AIPI currently yields 37.94% against 1.01% for SPY.

Holdings Overlap

31.9%overlap

AIPI and SPY share 22 holdings out of 508 unique holdings combined, representing a 31.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIPIWeight in SPYDifference
NVDA10.99%7.71%3.28%
PLTR9.84%0.56%9.28%
AAPL3.35%6.83%3.48%
MSFTProProPro
CRWDProProPro
AMZNProProPro
AVGOProProPro
GOOGLProProPro
METAProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, AIPI or SPY?

AIPI has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, AIPI or SPY?

Over the past year AIPI returned +22.48% vs +21.53% for SPY, so AIPI leads on 1-year performance. Over the longest common window we track (2 years), AIPI annualized +23.22% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, AIPI or SPY?

AIPI has been the more volatile fund at 17.5% annualized versus 15.3% for SPY. Worst drawdown: AIPI -25.3% vs SPY -56.5%.

Should I hold both AIPI and SPY?

AIPI and SPY have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AIPI and SPY?

AIPI and SPY share 22 common holdings with a 31.9% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, AIPI or SPY?

AIPI yields 37.94% while SPY yields 1.01%, so AIPI currently pays the higher dividend yield.

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