AOTS vs SPY
AOT Software Platform ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, AOTS or SPY?
SPY costs less.
SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 56.9%.
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
| Metric | AOTS | SPY |
|---|---|---|
| Expense Ratio | 0.49% | 0.09%Best |
| AUM | $1M | $804.7B |
| Dividend Yield | 0.00% | 0.98% |
| Holdings | 52 | 505 |
| Top 10 Weight | 56.9% | 37.8%Best |
| Fund Family | AOT Invest | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 22, 2025 | Jan 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.
The two price series end 31 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AOTS has data through Aug 18, 2026 and SPY through Sep 18, 2026.
Fees and Cost Over Time
AOTS charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, AOTS currently yields 0.00% against 0.98% for SPY.
Holdings Overlap
86.3% of AOTS's money is in holdings SPY also owns. 35.2% of SPY's money is in holdings AOTS also owns.
Most of AOTS is already inside SPY. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 51 positions we hold weights for in AOTS and 504 in SPY, against full books of 52 and 505.
What only one of them owns
Our book lists 462 positions for SPY that do not appear in our book for AOTS (64.2% of the fund), and 11 for AOTS that do not appear in SPY (6.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AOTS | Weight in SPY | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.19% | 7.26% | 0.07% |
| NVDANvidia Corp | 5.99% | 8.01% | 2.02% |
| MSFTMicrosoft Corp | 6.28% | 5.66% | 0.62% |
| AMZNAmazon.Com Inc | 5.98% | 3.79% | 2.19% |
| GOOGLAlphabet Inc,class A | 5.81% | 2.99% | 2.82% |
| METAMeta Platforms Inc | 6.53% | 1.93% | 4.60% |
| VVisa Inc Class A | 6.52% | 0.94% | 5.58% |
| MAMastercard Inc | 4.92% | 0.71% | 4.21% |
| PLTRPalantir Technologies Inc | 3.97% | 0.63% | 3.34% |
| NFLXNetflix, Inc. | 3.75% | 0.52% | 3.23% |
86.3% of AOTS is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AOTS or SPY?
AOTS has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.
What is the holdings overlap between AOTS and SPY?
86.3% of AOTS's money is in holdings SPY also owns. 35.2% of SPY's is in holdings AOTS also owns. They hold 35 positions in common, counted across the 51 positions we hold weights for in AOTS and 504 in SPY.
Which pays a higher dividend, AOTS or SPY?
AOTS yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than AOTS?
SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 56.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.