AIEQ vs ARKW
Amplify AI Powered Equity ETF vs ARK Next Generation Technology ETF
Which is better, AIEQ or ARKW?
Each has led over a different period.
AIEQ has a lower expense ratio. AIEQ led over 1Y and 5Y, ARKW over 3Y and the full window. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 44.6%.
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 | ARKW |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.76% |
| AUM | $116M | $2.0B |
| Dividend Yield | 0.40% | 1.47% |
| Holdings | 326 | 88 |
| YTD Return | +9.72%Best | +7.08% |
| 1Y Return | +10.97%Best | -5.81% |
| 3Y Return (annualized) | +18.64% | +44.31%Best |
| 5Y Return (annualized) | +3.86%Best | +2.38% |
| Volatility (annualized) | 20.9%Best | 37.2% |
| Max Drawdown | -39.0%Best | -80.0% |
| $10,000 over 5 years | $12,085Best | $11,248 |
| Top 10 Weight | 41.1%Best | 44.6% |
| 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 ARKW 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 ARKW Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest. Over the past year AIEQ returned +10.97% while ARKW returned -5.81%. Year to date, AIEQ is up 9.72% versus a gain of 7.08% for ARKW.
Over three years, AIEQ compounded at +18.64% per year against +44.31% for ARKW; over five years the annualized figures are +3.86% and +2.38% respectively. Across the full 9-year window we track, ARKW has the edge at +18.98% annualized vs +9.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 37.2% 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 -80.0% for ARKW. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while ARKW charges 0.76%. On a $10,000 position that is $75 vs $76 annually, a gap of $1 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 1.47% for ARKW.
Holdings Overlap
24.4% of AIEQ's money is in holdings ARKW also owns. 27.2% of ARKW's money is in holdings AIEQ also owns.
ARKW and AIEQ share little of their money.
9 positions in common, counted across the 163 positions we hold weights for in AIEQ and 40 in ARKW, against full books of 326 and 88.
What only one of them owns
Our book lists 27 positions for ARKW that do not appear in our book for AIEQ (62.3% of the fund), and 150 for AIEQ that do not appear in ARKW (75.0%).
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 AIEQ | Weight in ARKW | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 9.13% | 2.59% | 6.54% |
| NVDANvidia Corp | 3.99% | 4.34% | 0.35% |
| GOOGAlphabet Inc. C | 2.76% | 3.31% | 0.55% |
| METAMeta Platforms Inc | 0.99% | 4.26% | 3.27% |
| NFLXNetflix, Inc. | 4.25% | 0.98% | 3.27% |
| AMZNAmazon.Com Inc | 1.27% | 3.62% | 2.35% |
| AMDAdvanced Micro Devices Inc | 1.19% | 3.11% | 1.92% |
| PLTRPalantir Technologies Inc | 0.51% | 2.73% | 2.22% |
| CRWDCrowdstrike Holdings Inc | 0.32% | 2.27% | 1.95% |
27.2% of ARKW 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 ARKW?
AIEQ has an expense ratio of 0.75% while ARKW charges 0.76%. AIEQ is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, AIEQ or ARKW?
Over the past year AIEQ returned +10.97% vs -5.81% for ARKW, so AIEQ leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.53% vs +18.98% for ARKW. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or ARKW?
ARKW has been the more volatile fund at 37.2% annualized versus 20.9% for AIEQ. Worst drawdown: AIEQ -39.0% vs ARKW -80.0%.
Should I hold both AIEQ and ARKW?
AIEQ and ARKW have a monthly-return correlation of 0.83, 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 ARKW?
27.2% of ARKW's money is in holdings AIEQ also owns. 27.2% of ARKW's is in holdings AIEQ also owns. They hold 9 positions in common, counted across the 163 positions we hold weights for in AIEQ and 40 in ARKW.
Which pays a higher dividend, AIEQ or ARKW?
AIEQ yields 0.40% while ARKW yields 1.47%, so ARKW currently pays the higher dividend yield.
Is ARKW better than AIEQ?
AIEQ has a lower expense ratio. AIEQ led over 1Y and 5Y, ARKW over 3Y and the full window. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 44.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.