AIEQ vs ARKQ
Amplify AI Powered Equity ETF vs ARK Autonomous Technology & Robotics ETF
Which is better, AIEQ or ARKQ?
Each has led over a different period.
AIEQ led over 1Y, ARKQ over 3Y, 5Y and the full window. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 58.9%.
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 | AIEQ | ARKQ |
|---|---|---|
| Expense Ratio | 0.75%Tie | 0.75%Tie |
| AUM | $116M | $1.9B |
| Dividend Yield | 0.40% | 0.25% |
| Holdings | 326 | 39 |
| YTD Return | +9.72%Best | -2.20% |
| 1Y Return | +10.97%Best | -3.80% |
| 3Y Return (annualized) | +18.64% | +30.76%Best |
| 5Y Return (annualized) | +3.86% | +7.81%Best |
| Volatility (annualized) | 20.9%Best | 29.8% |
| Max Drawdown | -39.0%Best | -59.9% |
| $10,000 over 5 years | $12,085 | $14,564Best |
| Top 10 Weight | 41.1%Best | 58.9% |
| Fund Family | Amplify ETFs | Ark Invest |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Sep 30, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Oct 18, 2017 to Oct 14, 2026 (9 years).
AIEQ vs ARKQ 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 9 years both funds cover.
AIEQ vs ARKQ Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest. Over the past year AIEQ returned +10.97% while ARKQ returned -3.80%. Year to date, AIEQ is up 9.72% versus a loss of 2.20% for ARKQ.
Over three years, AIEQ compounded at +18.64% per year against +30.76% for ARKQ; over five years the annualized figures are +3.86% and +7.81% respectively. Across the full 9-year window we track, ARKQ has the edge at +15.83% annualized vs +9.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 29.8% compared with 20.9% for AIEQ. 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 -59.9% for ARKQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while ARKQ charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, AIEQ currently yields 0.40% against 0.25% for ARKQ.
Holdings Overlap
18.9% of AIEQ's money is in holdings ARKQ also owns. 25.3% of ARKQ's money is in holdings AIEQ also owns.
ARKQ and AIEQ share little of their money.
6 positions in common, counted across the 163 positions we hold weights for in AIEQ and 36 in ARKQ, against full books of 326 and 39.
What only one of them owns
Our book lists 24 positions for ARKQ that do not appear in our book for AIEQ (65.5% of the fund), and 153 for AIEQ that do not appear in ARKQ (80.5%).
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.
25.3% of ARKQ is already inside AIEQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AIEQ or ARKQ?
AIEQ has an expense ratio of 0.75% while ARKQ charges 0.75%. At the precision these are quoted to, they cost the same.
Which performed better, AIEQ or ARKQ?
Over the past year AIEQ returned +10.97% vs -3.80% for ARKQ, so AIEQ leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.53% vs +15.83% for ARKQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or ARKQ?
ARKQ has been the more volatile fund at 29.8% annualized versus 20.9% for AIEQ. Worst drawdown: AIEQ -39.0% vs ARKQ -59.9%.
Should I hold both AIEQ and ARKQ?
AIEQ and ARKQ have a monthly-return correlation of 0.84, 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 AIEQ and ARKQ?
25.3% of ARKQ's money is in holdings AIEQ also owns. 25.3% of ARKQ's is in holdings AIEQ also owns. They hold 6 positions in common, counted across the 163 positions we hold weights for in AIEQ and 36 in ARKQ.
Which pays a higher dividend, AIEQ or ARKQ?
AIEQ yields 0.40% while ARKQ yields 0.25%, so AIEQ currently pays the higher dividend yield.
Is ARKQ better than AIEQ?
AIEQ led over 1Y, ARKQ over 3Y, 5Y and the full window. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 58.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.