AIEQ vs VYM
Amplify AI Powered Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | AIEQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $125M | $81.6B | |
| Dividend Yield | 0.39% | 2.24% | |
| Holdings | 163 | 616 | |
| YTD Return | +12.32% | +15.34% | |
| 1Y Return | +17.17% | +23.24% | |
| 3Y Return (annualized) | +19.07% | +19.22% | |
| 5Y Return (annualized) | +4.73% | +12.21% | |
| Volatility (annualized) | 21.1% | 14.6% | |
| Max Drawdown | -39.0% | -58.8% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 17, 2017 | Nov 10, 2006 |
AIEQ vs VYM Performance
Amplify AI Powered Equity ETF (AIEQ) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AIEQ returned +17.17% while VYM returned +23.24%. Year to date, AIEQ is up 12.32% versus a gain of 15.34% for VYM.
Over three years, AIEQ compounded at +19.07% per year against +19.22% for VYM; over five years the annualized figures are +4.73% and +12.21% respectively. Across the full 9-year window we track, AIEQ has the edge at +9.99% annualized vs +7.04%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, AIEQ currently yields 0.39% against 2.24% for VYM.
Holdings Overlap
AIEQ and VYM share 84 holdings out of 680 unique holdings combined, representing a 11.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIEQ or VYM?
AIEQ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, AIEQ or VYM?
Over the past year AIEQ returned +17.17% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.99% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, AIEQ or VYM?
AIEQ has been the more volatile fund at 21.1% annualized versus 14.6% for VYM. Worst drawdown: AIEQ -39.0% vs VYM -58.8%.
Should I hold both AIEQ and VYM?
AIEQ and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIEQ and VYM?
AIEQ and VYM share 84 common holdings with a 11.9% weight overlap. Combined, they hold 680 unique securities.
Which pays a higher dividend, AIEQ or VYM?
AIEQ yields 0.39% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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