AMOM vs SPY

AMOM vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: AMOMMore Diversified: SPY

Side-by-Side Comparison

MetricAMOMSPYWinner
Expense Ratio0.75%0.09%
AUM$26M$821.1B
Dividend Yield0.04%1.01%
Holdings51505
YTD Return+18.96%+13.17%
1Y Return+29.81%+21.53%
3Y Return (annualized)+24.10%+22.06%
5Y Return (annualized)+10.80%+13.35%
Volatility (annualized)21.8%15.3%
Max Drawdown-39.7%-56.5%
Fund FamilyQRAFT AI ETFsState Street Investment Management
CategoryEquityEquity
InceptionMay 20, 2019Jan 22, 1993

AMOM vs SPY Performance

Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is a ETF from QRAFT AI ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AMOM returned +29.81% while SPY returned +21.53%. Year to date, AMOM is up 18.96% versus a gain of 13.17% for SPY.

Over three years, AMOM compounded at +24.10% per year against +22.06% for SPY; over five years the annualized figures are +10.80% and +13.35% respectively. Across the full 7-year window we track, AMOM has the edge at +17.01% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMOM has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -39.7% for AMOM 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AMOM 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, AMOM currently yields 0.04% against 1.01% for SPY.

Holdings Overlap

10.1%overlap

AMOM and SPY share 40 holdings out of 513 unique holdings combined, representing a 10.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMOMWeight in SPYDifference
MU4.50%1.51%2.99%
AMD4.00%1.27%2.73%
CAT4.33%0.61%3.72%
PANWProProPro
GEVProProPro
INTCProProPro
STXProProPro
DELLProProPro
MPCProProPro
WDCProProPro
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Frequently Asked Questions

Which is cheaper, AMOM or SPY?

AMOM 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, AMOM or SPY?

Over the past year AMOM returned +29.81% vs +21.53% for SPY, so AMOM leads on 1-year performance. Over the longest common window we track (7 years), AMOM annualized +17.01% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, AMOM or SPY?

AMOM has been the more volatile fund at 21.8% annualized versus 15.3% for SPY. Worst drawdown: AMOM -39.7% vs SPY -56.5%.

Should I hold both AMOM and SPY?

AMOM and SPY have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMOM and SPY?

AMOM and SPY share 40 common holdings with a 10.1% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, AMOM or SPY?

AMOM yields 0.04% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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