AIVC vs VYM
Amplify Bloomberg AI Equal Weight ETF vs Vanguard High Dividend Yield ETF
Which is better, AIVC or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. AIVC led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 27.8%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.59% | 0.04%Best |
| AUM | $134M | $81.6B |
| Dividend Yield | 0.11% | 2.24% |
| Holdings | 100 | 613 |
| YTD Return | +58.73%Best | +15.29% |
| 1Y Return | +93.86%Best | +22.23% |
| 3Y Return (annualized) | +43.76%Best | +18.81% |
| 5Y Return (annualized) | +14.37%Best | +12.14% |
| Volatility (annualized) | 25.7% | 13.9%Best |
| Max Drawdown | -56.1% | -35.7%Best |
| $10,000 over 5 years | $19,569Best | $17,734 |
| Top 10 Weight | 27.8% | 25.9%Best |
| Fund Family | Amplify ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 8, 2016 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Mar 9, 2016 to Sep 3, 2026 (10.5 years).
AIVC vs VYM 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 VYM Performance
Amplify Bloomberg AI Equal Weight ETF (AIVC) is an ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AIVC returned +93.86% while VYM returned +22.23%. Year to date, AIVC is up 58.73% versus a gain of 15.29% for VYM.
Over three years, AIVC compounded at +43.76% per year against +18.81% for VYM; over five years the annualized figures are +14.37% and +12.14% respectively. Across the full 11-year window we track, AIVC has the edge at +15.50% annualized vs +10.53%.
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 13.9% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
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
16.3% of AIVC's money is in holdings VYM also owns. 13.0% of VYM's money is in holdings AIVC also owns.
AIVC and VYM share little of their money.
7 positions in common, counted across the 46 positions we hold weights for in AIVC and 603 in VYM, against full books of 100 and 613.
What only one of them owns
Our book lists 563 positions for VYM that do not appear in our book for AIVC (84.5% of the fund), and 27 for AIVC that do not appear in VYM (59.4%).
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 AIVC | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.57% | 7.29% | 4.72% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.33% | 1.93% | 0.40% |
| ORCLOracle Corp - Common | 2.27% | 1.04% | 1.23% |
| HPEHewlett Packard Enterprise Co | 2.79% | 0.25% | 2.54% |
| DELLDell Technologies Inc | 2.49% | 0.54% | 1.95% |
| QCOMQualcomm Inc. | 2.06% | 0.81% | 1.25% |
| IBMInternational Business Machines Corp. | 1.76% | 1.10% | 0.66% |
You are not choosing between two funds in isolation.
Whichever of AIVC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $55 a year on a $10,000 investment.
Which performed better, AIVC or VYM?
Over the past year AIVC returned +93.86% vs +22.23% for VYM, so AIVC leads on 1-year performance. Over the longest common window we track (11 years), AIVC annualized +15.50% vs +10.53% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIVC or VYM?
AIVC has been the more volatile fund at 25.7% annualized versus 13.9% for VYM. Worst drawdown: AIVC -56.1% vs VYM -35.7%.
Should I hold both AIVC and VYM?
AIVC and VYM have a monthly-return correlation of 0.52, 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 VYM?
16.3% of AIVC's money is in holdings VYM also owns. 13.0% of VYM's is in holdings AIVC also owns. They hold 7 positions in common, counted across the 46 positions we hold weights for in AIVC and 603 in VYM.
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.
Is VYM better than AIVC?
VYM has a lower expense ratio. AIVC led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 27.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.