AIEQ vs CGGR
Amplify AI Powered Equity ETF vs Capital Group Growth ETF
Which is better, AIEQ or CGGR?
Each has led over a different period.
CGGR has a lower expense ratio. AIEQ led over 1Y, CGGR over 3Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 41.1%.
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 | CGGR |
|---|---|---|
| Expense Ratio | 0.75% | 0.39%Best |
| AUM | $116M | $26.6B |
| Dividend Yield | 0.40% | 0.15% |
| Holdings | 326 | 97 |
| YTD Return | +9.72%Best | +6.35% |
| 1Y Return | +10.97%Best | +8.20% |
| 3Y Return (annualized) | +18.64% | +24.14%Best |
| 5Y Return (annualized) | +3.86% | - |
| Volatility (annualized) | 21.2% | 19.3%Best |
| Max Drawdown | -28.9%Tie | -28.9%Tie |
| $10,000 over 4.6 years | $14,163 | $19,434Best |
| Top 10 Weight | 41.1% | 40.8%Best |
| Fund Family | Amplify ETFs | Capital Group (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Feb 22, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
AIEQ vs CGGR 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 4.6 years both funds cover.
AIEQ vs CGGR Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year AIEQ returned +10.97% while CGGR returned +8.20%. Year to date, AIEQ is up 9.72% versus a gain of 6.35% for CGGR.
Over three years, AIEQ compounded at +18.64% per year against +24.14% for CGGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 19.3% for CGGR. 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 -28.9% for AIEQ and -28.9% for CGGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while CGGR charges 0.39%. On a $10,000 position that is $75 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.15% for CGGR.
Holdings Overlap
49.1% of AIEQ's money is in holdings CGGR also owns. 53.6% of CGGR's money is in holdings AIEQ also owns.
The two portfolios partly overlap.
31 positions in common, counted across the 163 positions we hold weights for in AIEQ and 96 in CGGR, against full books of 326 and 97.
What only one of them owns
Our book lists 52 positions for CGGR that do not appear in our book for AIEQ (37.5% of the fund), and 128 for AIEQ that do not appear in CGGR (50.3%).
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 CGGR | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 9.13% | 4.43% | 4.70% |
| NVDANvidia Corp | 3.99% | 5.07% | 1.08% |
| METAMeta Platforms Inc | 0.99% | 6.58% | 5.59% |
| MSFTMicrosoft Corp | 2.18% | 4.66% | 2.48% |
| GOOGAlphabet Inc. C | 2.76% | 3.24% | 0.48% |
| MUMicron Technology, Inc. | 1.29% | 3.88% | 2.59% |
| NFLXNetflix, Inc. | 4.25% | 0.77% | 3.48% |
| GEVGe Vernova, Inc. | 3.80% | 0.85% | 2.95% |
| GOOGLAlphabet Inc | 1.49% | 3.10% | 1.61% |
| UBERUber Technologies Inc | 3.61% | 0.58% | 3.03% |
53.6% of CGGR 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 CGGR?
AIEQ has an expense ratio of 0.75% while CGGR charges 0.39%. CGGR is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, AIEQ or CGGR?
Over the past year AIEQ returned +10.97% vs +8.20% for CGGR, so AIEQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or CGGR?
AIEQ has been the more volatile fund at 21.2% annualized versus 19.3% for CGGR. Worst drawdown: AIEQ -28.9% vs CGGR -28.9%.
Should I hold both AIEQ and CGGR?
AIEQ and CGGR have a monthly-return correlation of 0.86, 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 CGGR?
53.6% of CGGR's money is in holdings AIEQ also owns. 53.6% of CGGR's is in holdings AIEQ also owns. They hold 31 positions in common, counted across the 163 positions we hold weights for in AIEQ and 96 in CGGR.
Which pays a higher dividend, AIEQ or CGGR?
AIEQ yields 0.40% while CGGR yields 0.15%, so AIEQ currently pays the higher dividend yield.
Is CGGR better than AIEQ?
CGGR has a lower expense ratio. AIEQ led over 1Y, CGGR over 3Y and the full window. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 41.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.