AIVC vs VTI
Amplify Bloomberg AI Equal Weight ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, AIVC or VTI?
AIVC has been ahead.
VTI has a lower expense ratio. AIVC led over 1Y, 3Y, 5Y and the full window.
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 | AIVC | VTI |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $131M | $666.9B |
| Dividend Yield | 0.10% | 1.03% |
| Holdings | 100 | 3,543 |
| YTD Return | +60.98%Best | +12.57% |
| 1Y Return | +81.62%Best | +17.22% |
| 3Y Return (annualized) | +45.20%Best | +20.87% |
| 5Y Return (annualized) | +15.56%Best | +11.86% |
| Volatility (annualized) | 25.7% | 15.5%Best |
| Max Drawdown | -56.1% | -35.0%Best |
| $10,000 over 5 years | $20,608Best | $17,514 |
| Fund Family | Amplify ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 8, 2016 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 9, 2016 to Sep 11, 2026 (10.5 years).
AIVC vs VTI 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 10.5 years both funds cover.
AIVC vs VTI Performance
Amplify Bloomberg AI Equal Weight ETF (AIVC) is an ETF from Amplify ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AIVC returned +81.62% while VTI returned +17.22%. Year to date, AIVC is up 60.98% versus a gain of 12.57% for VTI.
Over three years, AIVC compounded at +45.20% per year against +20.87% for VTI; over five years the annualized figures are +15.56% and +11.86% respectively. Across the full 11-year window we track, AIVC has the edge at +15.62% annualized vs +14.11%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIVC has been the more volatile fund, with annualized monthly volatility of 25.7% compared with 15.5% for VTI. 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
AIVC charges 0.59% per year while VTI 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 0.10% against 1.03% for VTI.
Holdings Overlap
At least 71.9% of AIVC's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of AIVC is already inside VTI. Owning both mostly buys the same companies twice.
31 positions in common, counted across the 46 positions we hold weights for in AIVC and 2,787 in VTI, against full books of 100 and 3,543.
Top Shared Holdings
| Stock | Weight in AIVC | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 2.49% | 6.32% | 3.83% |
| AAPLApple, Inc | 2.20% | 5.84% | 3.64% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 2.77% | 3.81% | 1.04% |
| AMZNAmazon.Com Inc | 2.45% | 3.17% | 0.72% |
| AVGOBroadcom Inc | 2.57% | 2.46% | 0.11% |
| GOOGLAlphabet A Usd 0.001 | 2.13% | 2.88% | 0.75% |
| TEAM:AUAtlassian Corp Plc | 3.85% | 0.02% | 3.83% |
| MUMicron Technology, Inc. | 1.95% | 1.79% | 0.16% |
| AMDAdvanced Micro Devices Inc. | 2.02% | 1.30% | 0.72% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.33% | 0.57% | 1.76% |
71.9% of AIVC is already inside VTI.
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, AIVC or VTI?
AIVC has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, AIVC or VTI?
Over the past year AIVC returned +81.62% vs +17.22% for VTI, so AIVC leads on 1-year performance. Over the longest common window we track (11 years), AIVC annualized +15.62% vs +14.11% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIVC or VTI?
AIVC has been the more volatile fund at 25.7% annualized versus 15.5% for VTI. Worst drawdown: AIVC -56.1% vs VTI -35.0%.
Should I hold both AIVC and VTI?
AIVC and VTI have a monthly-return correlation of 0.75, 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 AIVC and VTI?
At least 71.9% of AIVC's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 31 positions in common, counted across the 46 positions we hold weights for in AIVC and 2,787 in VTI.
Which pays a higher dividend, AIVC or VTI?
AIVC yields 0.10% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than AIVC?
VTI has a lower expense ratio. AIVC led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.