AIEQ vs IVV
Amplify AI Powered Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AIEQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $125M | $907.0B | |
| Dividend Yield | 0.39% | 1.10% | |
| Holdings | 163 | 508 | |
| YTD Return | +12.32% | +12.71% | |
| 1Y Return | +17.17% | +21.89% | |
| 3Y Return (annualized) | +19.07% | +22.08% | |
| 5Y Return (annualized) | +4.73% | +12.96% | |
| Volatility (annualized) | 21.1% | 15.1% | |
| Max Drawdown | -39.0% | -56.5% | |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 17, 2017 | May 15, 2000 |
AIEQ vs IVV Performance
Amplify AI Powered Equity ETF (AIEQ) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AIEQ returned +17.17% while IVV returned +21.89%. Year to date, AIEQ is up 12.32% versus a gain of 12.71% for IVV.
Over three years, AIEQ compounded at +19.07% per year against +22.08% for IVV; over five years the annualized figures are +4.73% and +12.96% respectively. Across the full 9-year window we track, AIEQ has the edge at +9.99% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 15.1% for IVV. 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AIEQ currently yields 0.39% against 1.10% for IVV.
Holdings Overlap
AIEQ and IVV share 156 holdings out of 510 unique holdings combined, representing a 27.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIEQ or IVV?
AIEQ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AIEQ or IVV?
Over the past year AIEQ returned +17.17% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.99% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, AIEQ or IVV?
AIEQ has been the more volatile fund at 21.1% annualized versus 15.1% for IVV. Worst drawdown: AIEQ -39.0% vs IVV -56.5%.
Should I hold both AIEQ and IVV?
AIEQ and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIEQ and IVV?
AIEQ and IVV share 156 common holdings with a 27.8% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, AIEQ or IVV?
AIEQ yields 0.39% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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