AIEQ vs DVDN
Amplify AI Powered Equity ETF vs Kingsbarn Dividend Opportunity ETF
Which is better, AIEQ or DVDN?
AIEQ has been ahead.
AIEQ has a lower expense ratio. AIEQ led over 1Y, 3Y and the full window. AIEQ is less concentrated, with 41.5% of the fund in its ten largest positions against 63.2%.
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 | DVDN |
|---|---|---|
| Expense Ratio | 0.75%Best | 1.65% |
| AUM | $108M | $3M |
| Dividend Yield | 0.40% | 15.98% |
| Holdings | 329 | 16 |
| YTD Return | +7.26%Best | -30.14% |
| 1Y Return | +7.20%Best | -31.28% |
| 3Y Return (annualized) | +17.87%Best | -11.96% |
| 5Y Return (annualized) | +2.50% | - |
| Volatility (annualized) | 15.9%Tie | 15.9%Tie |
| Max Drawdown | -24.2%Best | -46.6% |
| $10,000 over 3 years | $16,527Best | $6,892 |
| Top 10 Weight | 41.5%Best | 63.2% |
| Fund Family | Amplify ETFs | Kingsbarn Capital Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Mar 17, 2023 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Nov 2, 2023 to Nov 12, 2026 (3 years).
AIEQ vs DVDN 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 3 years both funds cover.
AIEQ vs DVDN Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Kingsbarn Dividend Opportunity ETF (DVDN) is an ETF from Kingsbarn Capital Management. Over the past year AIEQ returned +7.20% while DVDN returned -31.28%. Year to date, AIEQ is up 7.26% versus a loss of 30.14% for DVDN.
Over three years, AIEQ compounded at +17.87% per year against -11.96% for DVDN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ and DVDN have been equally volatile, both at 15.9% annualized.
The deepest peak-to-trough decline in our data was -24.2% for AIEQ and -46.6% for DVDN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AIEQ charges 0.75% per year while DVDN charges 1.65%. On a $10,000 position that is $75 vs $165 annually, a gap of $90 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 15.98% for DVDN.
Holdings Overlap
We hold position weights for 161 holdings in AIEQ and 18 in DVDN, totalling 99.9% and 100.0% 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 161 positions we hold weights for in AIEQ and 18 in DVDN, against full books of 329 and 16.
What only one of them owns
Measured across the 161 and 18 positions we hold weights for.
AIEQ holds 160 positions DVDN does not, 99.9% of the fund.
Largest: AVGO 9.02%, NFLX 4.47%, MA 4.00%, TSN 3.84%, BRK.B 3.78%
You are not choosing between two funds in isolation.
Whichever of AIEQ and DVDN 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 DVDN?
AIEQ has an expense ratio of 0.75% while DVDN charges 1.65%. AIEQ is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, AIEQ or DVDN?
Over the past year AIEQ returned +7.20% vs -31.28% for DVDN, so AIEQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or DVDN?
AIEQ and DVDN have been equally volatile, both at 15.9% annualized. Worst drawdown: AIEQ -24.2% vs DVDN -46.6%.
Should I hold both AIEQ and DVDN?
AIEQ and DVDN have a monthly-return correlation of 0.47, 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 DVDN?
AIEQ yields 0.40% while DVDN yields 15.98%, so DVDN currently pays the higher dividend yield.
Is DVDN better than AIEQ?
AIEQ has a lower expense ratio. AIEQ led over 1Y, 3Y and the full window. AIEQ is less concentrated, with 41.5% of the fund in its ten largest positions against 63.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.