AIEQ vs DWUS
Amplify AI Powered Equity ETF vs Advisorshares Dorsey Wright Fsm Us Core Etf
Which is better, AIEQ or DWUS?
Each has led over a different period.
AIEQ has a lower expense ratio. AIEQ led over 1Y and 3Y, DWUS over 5Y and the full window.
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 | DWUS |
|---|---|---|
| Expense Ratio | 0.75%Best | 1.08% |
| AUM | $116M | $122M |
| Dividend Yield | 0.40% | 0.03% |
| Holdings | 326 | 4 |
| YTD Return | +9.72%Best | +9.20% |
| 1Y Return | +10.97%Best | +10.11% |
| 3Y Return (annualized) | +18.64%Best | +17.82% |
| 5Y Return (annualized) | +3.86% | +9.99%Best |
| Volatility (annualized) | 22.0% | 18.1%Best |
| Max Drawdown | -39.0% | -30.5%Best |
| $10,000 over 5 years | $12,085 | $16,098Best |
| Fund Family | Amplify ETFs | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Dec 26, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Oct 14, 2026 (6.8 years).
AIEQ vs DWUS 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 6.8 years both funds cover.
AIEQ vs DWUS Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Over the past year AIEQ returned +10.97% while DWUS returned +10.11%. Year to date, AIEQ is up 9.72% versus a gain of 9.20% for DWUS.
Over three years, AIEQ compounded at +18.64% per year against +17.82% for DWUS; over five years the annualized figures are +3.86% and +9.99% respectively. Across the full 7-year window we track, DWUS has the edge at +13.78% annualized vs +9.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 18.1% for DWUS. 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 -30.5% for DWUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while DWUS charges 1.08%. On a $10,000 position that is $75 vs $108 annually, a gap of $33 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.03% for DWUS.
Holdings Overlap
We hold position weights for 163 holdings in AIEQ and 4 in DWUS, totalling 100.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 163 positions we hold weights for in AIEQ and 4 in DWUS, against full books of 326 and 4.
What only one of them owns
Measured across the 163 and 4 positions we hold weights for.
AIEQ holds 159 positions DWUS does not, 99.4% of the fund.
Largest: AVGO 9.13%, NFLX 4.25%, NVDA 3.99%, GEV 3.80%, BRK.B 3.66%
You are not choosing between two funds in isolation.
Whichever of AIEQ and DWUS 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, AIEQ or DWUS?
AIEQ has an expense ratio of 0.75% while DWUS charges 1.08%. AIEQ is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, AIEQ or DWUS?
Over the past year AIEQ returned +10.97% vs +10.11% for DWUS, so AIEQ leads on 1-year performance. Over the longest common window we track (7 years), AIEQ annualized +9.15% vs +13.78% for DWUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or DWUS?
AIEQ has been the more volatile fund at 22.0% annualized versus 18.1% for DWUS. Worst drawdown: AIEQ -39.0% vs DWUS -30.5%.
Should I hold both AIEQ and DWUS?
AIEQ and DWUS have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AIEQ or DWUS?
AIEQ yields 0.40% while DWUS yields 0.03%, so AIEQ currently pays the higher dividend yield.
Is DWUS better than AIEQ?
AIEQ has a lower expense ratio. AIEQ led over 1Y and 3Y, DWUS over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.