AIEQ vs CGRO
Amplify AI Powered Equity ETF vs CoreValues Alpha Greater China Growth ETF
Which is better, AIEQ or CGRO?
Each has led over a different period.
AIEQ has a lower expense ratio. AIEQ led over 1Y, 3Y and 5Y, CGRO over the full window. AIEQ is less concentrated, with 43.9% of the fund in its ten largest positions against 57.0%.
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 | AIEQ | CGRO |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.89% |
| AUM | $113M | $2M |
| Dividend Yield | 0.38% | 3.41% |
| Holdings | 326 | 33 |
| YTD Return | +11.40%Best | -25.67% |
| 1Y Return | +11.23%Best | -31.69% |
| 3Y Return (annualized) | +19.38%Best | +1.93% |
| 5Y Return (annualized) | +4.55%Best | +1.93% |
| Volatility (annualized) | 20.9%Best | 61.5% |
| Max Drawdown | -39.0%Best | -42.1% |
| $10,000 over 5 years | $12,492Best | $11,003 |
| Top 10 Weight | 43.9%Best | 57.0% |
| Fund Family | Amplify ETFs | CORE VALUES ALPHA |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Oct 16, 2023 |
Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2020 to Oct 9, 2026 (6.3 years).
AIEQ vs CGRO 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 6.3 years both funds cover.
AIEQ vs CGRO Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and CoreValues Alpha Greater China Growth ETF (CGRO) is an ETF from CORE VALUES ALPHA. Over the past year AIEQ returned +11.23% while CGRO returned -31.69%. Year to date, AIEQ is up 11.40% versus a loss of 25.67% for CGRO.
Over three years, AIEQ compounded at +19.38% per year against +1.93% for CGRO; over five years the annualized figures are +4.55% and +1.93% respectively. Across the full 6-year window we track, CGRO has the edge at +13.13% annualized vs +10.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGRO has been the more volatile fund, with annualized monthly volatility of 61.5% compared with 20.9% for AIEQ. 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 -39.0% for AIEQ and -42.1% for CGRO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.10. They move largely independently of each other.
Fees and Cost Over Time
AIEQ charges 0.75% per year while CGRO charges 0.89%. On a $10,000 position that is $75 vs $89 annually, a gap of $14 per year that compounds over a long holding period. On income, AIEQ currently yields 0.38% against 3.41% for CGRO.
Holdings Overlap
We hold position weights for 162 holdings in AIEQ and 32 in CGRO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 162 positions we hold weights for in AIEQ and 32 in CGRO, against full books of 326 and 33.
What only one of them owns
Our book lists 5 positions for CGRO that do not appear in our book for AIEQ (16.0% of the fund), and 161 for AIEQ that do not appear in CGRO (100.0%).
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.
You are not choosing between two funds in isolation.
Whichever of AIEQ and CGRO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIEQ or CGRO?
AIEQ has an expense ratio of 0.75% while CGRO charges 0.89%. AIEQ is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, AIEQ or CGRO?
Over the past year AIEQ returned +11.23% vs -31.69% for CGRO, so AIEQ leads on 1-year performance. Over the longest common window we track (6 years), AIEQ annualized +10.72% vs +13.13% for CGRO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or CGRO?
CGRO has been the more volatile fund at 61.5% annualized versus 20.9% for AIEQ. Worst drawdown: AIEQ -39.0% vs CGRO -42.1%.
Should I hold both AIEQ and CGRO?
AIEQ and CGRO have a monthly-return correlation of -0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AIEQ or CGRO?
AIEQ yields 0.38% while CGRO yields 3.41%, so CGRO currently pays the higher dividend yield.
Is CGRO better than AIEQ?
AIEQ has a lower expense ratio. AIEQ led over 1Y, 3Y and 5Y, CGRO over the full window. AIEQ is less concentrated, with 43.9% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.