AIVC vs VYM
Amplify Bloomberg AI Equal Weight ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AIVC delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | AIVC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $134M | $81.6B | |
| Dividend Yield | 0.11% | 2.24% | |
| Holdings | 50 | 616 | |
| YTD Return | +67.37% | +16.42% | |
| 1Y Return | +105.94% | +24.22% | |
| 3Y Return (annualized) | +48.83% | +19.03% | |
| 5Y Return (annualized) | +18.04% | +12.21% | |
| Volatility (annualized) | 25.9% | 14.6% | |
| Max Drawdown | -56.1% | -58.8% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 8, 2016 | Nov 10, 2006 |
AIVC vs VYM Performance
Amplify Bloomberg AI Equal Weight ETF (AIVC) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AIVC returned +105.94% while VYM returned +24.22%. Year to date, AIVC is up 67.37% versus a gain of 16.42% for VYM.
Over three years, AIVC compounded at +48.83% per year against +19.03% for VYM; over five years the annualized figures are +18.04% and +12.21% respectively. Across the full 10-year window we track, AIVC has the edge at +16.17% annualized vs +7.10%. 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 14.6% 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 -56.1% for AIVC 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AIVC charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, AIVC currently yields 0.11% against 2.24% for VYM.
Holdings Overlap
AIVC and VYM share 7 holdings out of 642 unique holdings combined, representing a 8.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIVC or VYM?
AIVC has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, AIVC or VYM?
Over the past year AIVC returned +105.94% vs +24.22% for VYM, so AIVC leads on 1-year performance. Over the longest common window we track (10 years), AIVC annualized +16.17% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, AIVC or VYM?
AIVC has been the more volatile fund at 25.9% annualized versus 14.6% for VYM. Worst drawdown: AIVC -56.1% vs VYM -58.8%.
Should I hold both AIVC and VYM?
AIVC and VYM have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIVC and VYM?
AIVC and VYM share 7 common holdings with a 8.2% weight overlap. Combined, they hold 642 unique securities.
Which pays a higher dividend, AIVC or VYM?
AIVC yields 0.11% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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