SPTE vs. AIG

Last updated Jul 17, 2026

SPTE (SP Funds S&P Global Technology ETF) is Technology Equities fund tracking the S&P Global 1200 Shariah Information Technology Capped Index, while AIG (American International Group, Inc.) is a stock. Over the past year, SPTE returned 45.79% vs -1.35% for AIG. At a 0.08 correlation, their price movements are largely independent.

Performance

SPTE vs. AIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SP Funds S&P Global Technology ETF (SPTE) and American International Group, Inc. (AIG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SPTE achieves a 29.96% return, which is significantly higher than AIG's -7.64% return.

SPTE

• 1D: -1.95%
• 1M: -3.98%
• 6M: 24.98%
• YTD: 29.96%
• 1Y: 45.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AIG

• 1D: 1.63%
• 1M: 3.75%
• 6M: 6.73%
• YTD: -7.64%
• 1Y: -1.35%
• 3Y*: 12.15%
• 5Y*: 13.27%
• 10Y*: 6.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPTE vs. AIG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SPTE SP Funds S&P Global Technology ETF	29.96%	26.37%	33.28%	5.52%
AIG American International Group, Inc.	-7.64%	20.03%	9.75%	3.50%

Correlation

The correlation between SPTE and AIG is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.10
Correlation (All Time) Calculated using the full available price history since Dec 1, 2023	0.08

The correlation between SPTE and AIG shifts across timeframes, from -0.10 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SPTE vs. AIG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPTE

SPTE Risk / Return Rank: 69
SPTE Sharpe Ratio Rank: 69
SPTE Sortino Ratio Rank: 61
SPTE Omega Ratio Rank: 62
SPTE Calmar Ratio Rank: 80
SPTE Martin Ratio Rank: 72

AIG

AIG Risk / Return Rank: 39
AIG Sharpe Ratio Rank: 42
AIG Sortino Ratio Rank: 35
AIG Omega Ratio Rank: 35
AIG Calmar Ratio Rank: 42
AIG Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPTE vs. AIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P Global Technology ETF (SPTE) and American International Group, Inc. (AIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SPTE	AIG	Difference
Sharpe ratio: Return per unit of total volatility	1.78	-0.06	+1.84
Sortino ratio: Return per unit of downside risk	2.31	0.09	+2.22
Omega ratio: Gain probability vs. loss probability	1.30	1.01	+0.29
Calmar ratio: Return relative to maximum drawdown	3.33	-0.08	+3.41
Martin ratio: Return relative to average drawdown	10.49	-0.15	+10.63

SPTE vs. AIG - Sharpe Ratio Comparison

The current SPTE Sharpe Ratio is 1.78, which is higher than the AIG Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of SPTE and AIG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SPTE vs. AIG - Drawdown Comparison

The maximum SPTE drawdown since its inception was -25.55%, smaller than the maximum AIG drawdown of -99.64%. Use the drawdown chart below to compare losses from any high point for SPTE and AIG.

Drawdown Indicators

	SPTE	AIG	Difference
Max Drawdown Largest peak-to-trough decline	-25.55%	-99.64%	+74.09%
Max Drawdown (1Y) Largest decline over 1 year	-13.80%	-16.98%	+3.18%
Max Drawdown (3Y) Largest decline over 3 years	—	-16.98%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.45%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-69.58%	—
Current Drawdown Current decline from peak	-9.46%	-93.61%	+84.15%
Average Drawdown Average peak-to-trough decline	-4.16%	-51.32%	+47.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.38%	9.27%	-4.89%

Volatility

SPTE vs. AIG - Volatility Comparison

SP Funds S&P Global Technology ETF (SPTE) has a higher volatility of 10.74% compared to American International Group, Inc. (AIG) at 7.63%. This indicates that SPTE's price experiences larger fluctuations and is considered to be riskier than AIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SPTE	AIG	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.74%	7.63%	+3.11%
Volatility (6M) Calculated over the trailing 6-month period	22.43%	16.21%	+6.22%
Volatility (1Y) Calculated over the trailing 1-year period	25.85%	24.17%	+1.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.80%	26.32%	+0.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.80%	32.52%	-5.72%

Dividends

SPTE vs. AIG - Dividend Comparison

SPTE's dividend yield for the trailing twelve months is around 0.74%, less than AIG's 2.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIG American International Group, Inc.	2.37%	2.05%	2.14%	2.07%	2.02%	2.25%	3.38%	2.49%	3.25%	2.15%	1.96%	1.31%
SPTE SP Funds S&P Global Technology ETF	0.74%	0.96%	0.48%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SPTE and AIG in my portfolio?

SPTE and AIG have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SPTE or AIG?

SPTE has higher volatility (10.74%) compared to AIG (7.63%). In terms of maximum drawdown, SPTE dropped -25.55% vs AIG's -99.64%.

Which has better risk-adjusted returns?

SPTE currently has the higher Sharpe Ratio (1.78 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.