AIEQ vs BROL
Amplify AI Powered Equity ETF vs Baron Risk Optimized Large Cap ETF
Which is better, AIEQ or BROL?
BROL costs less.
BROL has a lower expense ratio. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 44.8%.
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 | AIEQ | BROL |
|---|---|---|
| Expense Ratio | 0.75% | 0.45%Best |
| AUM | $116M | - |
| Dividend Yield | 0.40% | 0.00% |
| Holdings | 326 | 129 |
| YTD Return | +9.72%Best | +4.42% |
| 1Y Return | +10.97% | - |
| 3Y Return (annualized) | +18.64% | - |
| 5Y Return (annualized) | +3.86% | - |
| Top 10 Weight | 41.1%Best | 44.8% |
| Fund Family | Amplify ETFs | Baron Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | May 25, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AIEQ vs BROL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AIEQ vs BROL Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds. Year to date, AIEQ is up 9.72% versus a gain of 4.42% for BROL.
Past performance does not guarantee future results.
Fees and Cost Over Time
AIEQ charges 0.75% per year while BROL charges 0.45%. On a $10,000 position that is $75 vs $45 annually, a gap of $30 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.00% for BROL.
Holdings Overlap
31.1% of AIEQ's money is in holdings BROL also owns. 60.0% of BROL's money is in holdings AIEQ also owns.
The two portfolios partly overlap.
26 positions in common, counted across the 163 positions we hold weights for in AIEQ and 64 in BROL, against full books of 326 and 129.
What only one of them owns
Our book lists 30 positions for BROL that do not appear in our book for AIEQ (29.3% of the fund), and 134 for AIEQ that do not appear in BROL (68.8%).
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 BROL | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.99% | 9.06% | 5.07% |
| AVGOBroadcom Inc | 9.13% | 2.71% | 6.42% |
| GOOGAlphabet Inc. C | 2.76% | 6.76% | 4.00% |
| AAPLApple, Inc | 1.24% | 6.84% | 5.60% |
| AMZNAmazon.Com Inc | 1.27% | 4.23% | 2.96% |
| MAMastercard Inc | 3.63% | 1.61% | 2.02% |
| MSFTMicrosoft Corp | 2.18% | 1.75% | 0.43% |
| WELLWelltower, Inc. | 1.03% | 2.90% | 1.87% |
| MUMicron Technology, Inc. | 1.29% | 2.40% | 1.11% |
| COSTCostco Wholesale Corp. | 0.05% | 3.25% | 3.20% |
60.0% of BROL 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIEQ or BROL?
AIEQ has an expense ratio of 0.75% while BROL charges 0.45%. BROL is the cheaper option, by $30 a year on a $10,000 investment.
What is the holdings overlap between AIEQ and BROL?
60.0% of BROL's money is in holdings AIEQ also owns. 60.0% of BROL's is in holdings AIEQ also owns. They hold 26 positions in common, counted across the 163 positions we hold weights for in AIEQ and 64 in BROL.
Which pays a higher dividend, AIEQ or BROL?
AIEQ yields 0.40% while BROL yields 0.00%, so AIEQ currently pays the higher dividend yield.
Is BROL better than AIEQ?
BROL has a lower expense ratio. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.