AIEQ vs GK
Amplify AI Powered Equity ETF vs AdvisorShares Gerber Kawasaki ETF
Which is better, AIEQ or GK?
Each has led over a different period.
AIEQ has a lower expense ratio. AIEQ led over 1Y, 5Y and the full window, GK over 3Y. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 62.7%.
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 | GK |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.77% |
| AUM | $116M | $32M |
| Dividend Yield | 0.40% | 0.07% |
| Holdings | 326 | 60 |
| YTD Return | +9.72% | +10.81%Best |
| 1Y Return | +10.97%Best | +8.34% |
| 3Y Return (annualized) | +18.64% | +19.66%Best |
| 5Y Return (annualized) | +3.86%Best | +2.56% |
| Volatility (annualized) | 21.0%Best | 23.0% |
| Max Drawdown | -39.0%Best | -47.7% |
| $10,000 over 5 years | $12,085Best | $11,347 |
| Top 10 Weight | 41.1%Best | 62.7% |
| Fund Family | Amplify ETFs | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Jul 1, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jul 2, 2021 to Oct 14, 2026 (5.3 years).
AIEQ vs GK 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 5.3 years both funds cover.
AIEQ vs GK Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and AdvisorShares Gerber Kawasaki ETF (GK) is an ETF from Advisor Shares. Over the past year AIEQ returned +10.97% while GK returned +8.34%. Year to date, AIEQ is up 9.72% versus a gain of 10.81% for GK.
Over three years, AIEQ compounded at +18.64% per year against +19.66% for GK; over five years the annualized figures are +3.86% and +2.56% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GK has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 21.0% 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 -47.7% for GK. 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 GK charges 0.77%. On a $10,000 position that is $75 vs $77 annually, a gap of $2 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.07% for GK.
Holdings Overlap
30.3% of AIEQ's money is in holdings GK also owns. 64.6% of GK's money is in holdings AIEQ also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 163 positions we hold weights for in AIEQ and 27 in GK, against full books of 326 and 60.
What only one of them owns
Our book lists 15 positions for GK that do not appear in our book for AIEQ (34.0% of the fund), and 148 for AIEQ that do not appear in GK (69.1%).
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 GK | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 9.13% | 4.35% | 4.78% |
| NVDANvidia Corp | 3.99% | 8.14% | 4.15% |
| MUMicron Technology, Inc. | 1.29% | 10.42% | 9.13% |
| GOOGAlphabet Inc. C | 2.76% | 8.15% | 5.39% |
| NFLXNetflix, Inc. | 4.25% | 3.87% | 0.38% |
| GEVGe Vernova, Inc. | 3.80% | 4.26% | 0.46% |
| MSFTMicrosoft Corp | 2.18% | 5.24% | 3.06% |
| LLYEli Lilly & Co. | 0.05% | 7.28% | 7.23% |
| AAPLApple, Inc | 1.24% | 5.48% | 4.24% |
| AMZNAmazon.Com Inc | 1.27% | 3.65% | 2.38% |
64.6% of GK 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 GK?
AIEQ has an expense ratio of 0.75% while GK charges 0.77%. AIEQ is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, AIEQ or GK?
Over the past year AIEQ returned +10.97% vs +8.34% for GK, 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 GK?
GK has been the more volatile fund at 23.0% annualized versus 21.0% for AIEQ. Worst drawdown: AIEQ -39.0% vs GK -47.7%.
Should I hold both AIEQ and GK?
AIEQ and GK 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 GK?
64.6% of GK's money is in holdings AIEQ also owns. 64.6% of GK's is in holdings AIEQ also owns. They hold 11 positions in common, counted across the 163 positions we hold weights for in AIEQ and 27 in GK.
Which pays a higher dividend, AIEQ or GK?
AIEQ yields 0.40% while GK yields 0.07%, so AIEQ currently pays the higher dividend yield.
Is GK better than AIEQ?
AIEQ has a lower expense ratio. AIEQ led over 1Y, 5Y and the full window, GK over 3Y. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 62.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.