AIEQ vs LRGC
Amplify AI Powered Equity ETF vs AB US Large Cap Strategic Equities ETF
Which is better, AIEQ or LRGC?
LRGC has been ahead.
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window. 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 | LRGC |
|---|---|---|
| Expense Ratio | 0.75% | 0.39%Best |
| AUM | $116M | $1.4B |
| Dividend Yield | 0.40% | 0.53% |
| Holdings | 326 | 72 |
| YTD Return | +9.72% | +10.99%Best |
| 1Y Return | +10.97% | +13.29%Best |
| 3Y Return (annualized) | +18.64% | +20.81%Best |
| 5Y Return (annualized) | +3.86% | - |
| Volatility (annualized) | 16.4% | 12.5%Best |
| Max Drawdown | -24.2% | -19.4%Best |
| $10,000 over 3.1 years | $16,464 | $17,762Best |
| Top 10 Weight | 41.1%Best | 44.8% |
| Fund Family | Amplify ETFs | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 17, 2017 | Sep 20, 2023 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 20, 2023 to Oct 14, 2026 (3.1 years).
AIEQ vs LRGC 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 3.1 years both funds cover.
AIEQ vs LRGC Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P.. Over the past year AIEQ returned +10.97% while LRGC returned +13.29%. Year to date, AIEQ is up 9.72% versus a gain of 10.99% for LRGC.
Over three years, AIEQ compounded at +18.64% per year against +20.81% for LRGC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 12.5% for LRGC. 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 -19.4% for LRGC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while LRGC 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 0.53% for LRGC.
Holdings Overlap
31.9% of AIEQ's money is in holdings LRGC also owns. 55.7% of LRGC'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 69 in LRGC, against full books of 326 and 72.
What only one of them owns
Our book lists 38 positions for LRGC that do not appear in our book for AIEQ (40.3% of the fund), and 132 for AIEQ that do not appear in LRGC (67.5%).
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 LRGC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.99% | 8.71% | 4.72% |
| AVGOBroadcom Inc | 9.13% | 2.93% | 6.20% |
| GOOGAlphabet Inc. C | 2.76% | 6.09% | 3.33% |
| MSFTMicrosoft Corp | 2.18% | 6.66% | 4.48% |
| AAPLApple, Inc | 1.24% | 5.71% | 4.47% |
| AMZNAmazon.Com Inc | 1.27% | 4.69% | 3.42% |
| GEVGE Vernova Inc. CDR (CAD Hedged) | 3.80% | 0.94% | 2.86% |
| METAMeta Platforms Inc | 0.99% | 3.44% | 2.45% |
| CARRCarrier Global Corporation | 1.98% | 0.59% | 1.39% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 1.50% | 0.70% | 0.80% |
55.7% of LRGC 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 LRGC?
AIEQ has an expense ratio of 0.75% while LRGC charges 0.39%. LRGC is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, AIEQ or LRGC?
Over the past year AIEQ returned +10.97% vs +13.29% for LRGC, so LRGC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or LRGC?
AIEQ has been the more volatile fund at 16.4% annualized versus 12.5% for LRGC. Worst drawdown: AIEQ -24.2% vs LRGC -19.4%.
Should I hold both AIEQ and LRGC?
AIEQ and LRGC have a monthly-return correlation of 0.83, 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 LRGC?
55.7% of LRGC's money is in holdings AIEQ also owns. 55.7% of LRGC'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 69 in LRGC.
Which pays a higher dividend, AIEQ or LRGC?
AIEQ yields 0.40% while LRGC yields 0.53%, so LRGC currently pays the higher dividend yield.
Is LRGC better than AIEQ?
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window. 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.