AIEQ vs GRNY
Amplify AI Powered Equity ETF vs Fundstrat Granny Shots US Large Cap ETF
Which is better, AIEQ or GRNY?
Each has led over a different period.
AIEQ led over 1Y, GRNY over the full window. The two have moved almost in lockstep, correlation 0.91. GRNY is less concentrated, with 27.6% 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 | GRNY |
|---|---|---|
| Expense Ratio | 0.75%Tie | 0.75%Tie |
| AUM | $116M | $4.5B |
| Dividend Yield | 0.40% | 0.13% |
| Holdings | 326 | 86 |
| YTD Return | +9.72% | +10.83%Best |
| 1Y Return | +10.97%Best | +10.25% |
| 3Y Return (annualized) | +18.64% | - |
| 5Y Return (annualized) | +3.86% | - |
| Volatility (annualized) | 14.2%Best | 17.3% |
| Max Drawdown | -24.2%Tie | -24.2%Tie |
| $10,000 over 1.9 years | $12,247 | $13,651Best |
| Top 10 Weight | 41.1% | 27.6%Best |
| Fund Family | Amplify ETFs | Fundstrat Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Nov 7, 2024 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Oct 14, 2026 (1.9 years).
AIEQ vs GRNY 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 1.9 years both funds cover.
AIEQ vs GRNY Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital. Over the past year AIEQ returned +10.97% while GRNY returned +10.25%. Year to date, AIEQ is up 9.72% versus a gain of 10.83% for GRNY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GRNY has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 14.2% 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 -24.2% for AIEQ and -24.2% for GRNY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AIEQ charges 0.75% per year while GRNY charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, AIEQ currently yields 0.40% against 0.13% for GRNY.
Holdings Overlap
26.4% of AIEQ's money is in holdings GRNY also owns. 49.4% of GRNY's money is in holdings AIEQ also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 163 positions we hold weights for in AIEQ and 42 in GRNY, against full books of 326 and 86.
What only one of them owns
Our book lists 21 positions for GRNY that do not appear in our book for AIEQ (50.0% of the fund), and 138 for AIEQ that do not appear in GRNY (73.0%).
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 GRNY | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.99% | 2.47% | 1.52% |
| NFLXNetflix, Inc. | 4.25% | 1.96% | 2.29% |
| GEVGe Vernova, Inc. | 3.80% | 2.36% | 1.44% |
| OKEOneok Inc. | 2.59% | 2.13% | 0.46% |
| MSFTMicrosoft Corp | 2.18% | 2.50% | 0.32% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 1.97% | 2.32% | 0.35% |
| AMDAdvanced Micro Devices Inc | 1.19% | 3.06% | 1.87% |
| MUMicron Technology, Inc. | 1.29% | 2.62% | 1.33% |
| GOOGLAlphabet Inc | 1.49% | 2.30% | 0.81% |
| AAPLApple, Inc | 1.24% | 2.43% | 1.19% |
49.4% of GRNY 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 GRNY?
AIEQ has an expense ratio of 0.75% while GRNY charges 0.75%. At the precision these are quoted to, they cost the same.
Which performed better, AIEQ or GRNY?
Over the past year AIEQ returned +10.97% vs +10.25% for GRNY, so AIEQ leads on 1-year performance. Over the longest common window we track (2 years), AIEQ annualized +11.26% vs +17.80% for GRNY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or GRNY?
GRNY has been the more volatile fund at 17.3% annualized versus 14.2% for AIEQ. Worst drawdown: AIEQ -24.2% vs GRNY -24.2%.
Should I hold both AIEQ and GRNY?
AIEQ and GRNY have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AIEQ and GRNY?
49.4% of GRNY's money is in holdings AIEQ also owns. 49.4% of GRNY's is in holdings AIEQ also owns. They hold 21 positions in common, counted across the 163 positions we hold weights for in AIEQ and 42 in GRNY.
Which pays a higher dividend, AIEQ or GRNY?
AIEQ yields 0.40% while GRNY yields 0.13%, so AIEQ currently pays the higher dividend yield.
Is GRNY better than AIEQ?
AIEQ led over 1Y, GRNY over the full window. The two have moved almost in lockstep, correlation 0.91. GRNY is less concentrated, with 27.6% 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.