AIEQ vs IVV
Amplify AI Powered Equity ETF vs iShares Core S&P 500 ETF
Which is better, AIEQ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 43.9%.
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 | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $113M | $882.6B |
| Dividend Yield | 0.38% | 1.06% |
| Holdings | 326 | 508 |
| YTD Return | +11.08% | +14.82%Best |
| 1Y Return | +12.25% | +18.68%Best |
| 3Y Return (annualized) | +19.73% | +23.30%Best |
| 5Y Return (annualized) | +4.53% | +13.99%Best |
| Volatility (annualized) | 20.9% | 16.2%Best |
| Max Drawdown | -39.0% | -33.9%Best |
| $10,000 over 5 years | $12,480 | $19,246Best |
| Top 10 Weight | 43.9% | 38.1%Best |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Oct 17, 2017 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Oct 18, 2017 to Oct 12, 2026 (9 years).
AIEQ vs IVV 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 9 years both funds cover.
AIEQ vs IVV Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AIEQ returned +12.25% while IVV returned +18.68%. Year to date, AIEQ is up 11.08% versus a gain of 14.82% for IVV.
Over three years, AIEQ compounded at +19.73% per year against +23.30% for IVV; over five years the annualized figures are +4.53% and +13.99% respectively. Across the full 9-year window we track, IVV has the edge at +14.16% annualized vs +9.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 16.2% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.38% against 1.06% for IVV.
Holdings Overlap
99.6% of AIEQ's money is in holdings IVV also owns. 63.3% of IVV's money is in holdings AIEQ also owns.
Most of AIEQ is already inside IVV. Owning both mostly buys the same companies twice.
159 positions in common, counted across the 162 positions we hold weights for in AIEQ and 505 in IVV, against full books of 326 and 508.
What only one of them owns
Our book lists 338 positions for IVV that do not appear in our book for AIEQ (36.0% of the fund), and 2 for AIEQ that do not appear in IVV (0.3%).
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
| Stock | Weight in AIEQ | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.19% | 8.00% | 3.81% |
| AAPLApple, Inc | 2.02% | 7.39% | 5.37% |
| MSFTMicrosoft Corp | 3.37% | 5.57% | 2.20% |
| GOOGLAlphabet Inc,class A | 3.36% | 3.00% | 0.36% |
| TELTE Connectivity PLC Common Stock | 6.05% | 0.09% | 5.96% |
| NFLXNetflix, Inc. | 5.48% | 0.49% | 4.99% |
| GOOGAlphabet Inc. C | 3.03% | 2.40% | 0.63% |
| AVGOBroadcom Inc | 2.65% | 2.59% | 0.06% |
| CBChubb Ltd Common Stock Usd 24.15 | 4.99% | 0.18% | 4.81% |
| GEVGE Vernova Inc. CDR (CAD Hedged) | 4.27% | 0.39% | 3.88% |
99.6% of AIEQ is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $72 a year on a $10,000 investment.
Which performed better, AIEQ or IVV?
Over the past year AIEQ returned +12.25% vs +18.68% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.69% vs +14.16% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or IVV?
AIEQ has been the more volatile fund at 20.9% annualized versus 16.2% for IVV. Worst drawdown: AIEQ -39.0% vs IVV -33.9%.
Should I hold both AIEQ and IVV?
AIEQ and IVV have a monthly-return correlation of 0.88, 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 AIEQ and IVV?
99.6% of AIEQ's money is in holdings IVV also owns. 63.3% of IVV's is in holdings AIEQ also owns. They hold 159 positions in common, counted across the 162 positions we hold weights for in AIEQ and 505 in IVV.
Which pays a higher dividend, AIEQ or IVV?
AIEQ yields 0.38% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than AIEQ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 43.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.