FAI vs SPY

FAI vs SPY

Which is better, FAI or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. FAI led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 62.9%.

Lower Fees: SPYHigher Returns: FAILess Concentrated: 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

MetricFAISPY
Expense Ratio0.65%0.09%Best
AUM$175M$814.4B
Dividend Yield0.00%1.01%
Holdings108505
YTD Return+32.56%Best+13.34%
1Y Return+47.87%Best+19.97%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+12.81%
Volatility (annualized)30.8%12.6%Best
Max Drawdown-27.8%-18.8%Best
$10,000 over 1.8 years$18,247Best$13,272
Top 10 Weight62.9%38.0%Best
Fund FamilyFirst Trust Portfolios (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 20, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 4, 2026 (1.8 years).

FAI vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

FAI vs SPY Performance

First Trust Bloomberg Artificial Intelligence ETF (FAI) is an ETF from First Trust Portfolios (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FAI returned +47.87% while SPY returned +19.97%. Year to date, FAI is up 32.56% versus a gain of 13.34% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FAI has been the more volatile fund, with annualized monthly volatility of 30.8% compared with 12.6% 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 -27.8% for FAI and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

Holdings Overlap

FAI already in SPY77.8%
SPY already in FAI31.5%

77.8% of FAI's money is in holdings SPY also owns. 31.5% of SPY's money is in holdings FAI also owns.

Most of FAI is already inside SPY. Owning both mostly buys the same companies twice.

23 positions in common, counted across the 50 positions we hold weights for in FAI and 504 in SPY, against full books of 108 and 505.

What only one of them owns

Our book lists 473 positions for SPY that do not appear in our book for FAI (68.0% of the fund), and 19 for FAI that do not appear in SPY (8.6%).

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

StockWeight in FAIWeight in SPYDifference
NVDANvidia Corp.8.58%7.71%0.87%
MSFTMicrosoft Corp 4.100 Feb 06 379.52%5.50%4.02%
AMZNAmazon.Com Inc8.57%4.08%4.49%
AVGOBroadcom Inc8.85%2.97%5.88%
GOOGLAlphabet Inc.Class A7.68%3.33%4.35%
METAMeta Platform Inc 3.85%1.94%1.91%
PLTRPalantir Technologies Inc4.67%0.56%4.11%
MUMicron Technology, Inc.3.49%1.51%1.98%
AMDAdvanced Micro Devices Inc3.55%1.27%2.28%
ORCLOracle Corp - Common3.93%0.37%3.56%

77.8% of FAI 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.

FAISPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FAI or SPY?

FAI has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, FAI or SPY?

Over the past year FAI returned +47.87% vs +19.97% for SPY, so FAI leads on 1-year performance. Over the longest common window we track (2 years), FAI annualized +39.67% vs +17.03% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FAI or SPY?

FAI has been the more volatile fund at 30.8% annualized versus 12.6% for SPY. Worst drawdown: FAI -27.8% vs SPY -18.8%.

Should I hold both FAI and SPY?

FAI and SPY have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FAI and SPY?

77.8% of FAI's money is in holdings SPY also owns. 31.5% of SPY's is in holdings FAI also owns. They hold 23 positions in common, counted across the 50 positions we hold weights for in FAI and 504 in SPY.

Which pays a higher dividend, FAI or SPY?

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

Is SPY better than FAI?

SPY has a lower expense ratio. FAI led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 62.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.