AIVC vs VOO
Amplify Bloomberg AI Equal Weight ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AIVC delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AIVC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $134M | $997.4B | |
| Dividend Yield | 0.11% | 1.08% | |
| Holdings | 50 | 509 | |
| YTD Return | +67.37% | +14.27% | |
| 1Y Return | +105.94% | +21.79% | |
| 3Y Return (annualized) | +48.83% | +22.19% | |
| 5Y Return (annualized) | +18.04% | +13.28% | |
| Volatility (annualized) | 25.9% | 14.2% | |
| Max Drawdown | -56.1% | -34.3% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 8, 2016 | Sep 7, 2010 |
AIVC vs VOO Performance
Amplify Bloomberg AI Equal Weight ETF (AIVC) is a ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AIVC returned +105.94% while VOO returned +21.79%. Year to date, AIVC is up 67.37% versus a gain of 14.27% for VOO.
Over three years, AIVC compounded at +48.83% per year against +22.19% for VOO; over five years the annualized figures are +18.04% and +13.28% respectively. Across the full 10-year window we track, AIVC has the edge at +16.17% annualized vs +13.59%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIVC has been the more volatile fund, with annualized monthly volatility of 25.9% compared with 14.2% for VOO. 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 -56.1% for AIVC and -34.3% for VOO. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIVC charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, AIVC currently yields 0.11% against 1.08% for VOO.
Holdings Overlap
AIVC and VOO share 24 holdings out of 527 unique holdings combined, representing a 22.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIVC or VOO?
AIVC has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, AIVC or VOO?
Over the past year AIVC returned +105.94% vs +21.79% for VOO, so AIVC leads on 1-year performance. Over the longest common window we track (10 years), AIVC annualized +16.17% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, AIVC or VOO?
AIVC has been the more volatile fund at 25.9% annualized versus 14.2% for VOO. Worst drawdown: AIVC -56.1% vs VOO -34.3%.
Should I hold both AIVC and VOO?
AIVC and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIVC and VOO?
AIVC and VOO share 24 common holdings with a 22.2% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, AIVC or VOO?
AIVC yields 0.11% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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