AIEQ vs SSPX

AIEQ vs SSPX

Which is better, AIEQ or SSPX?

SSPX has been ahead.

SSPX has a lower expense ratio. SSPX led over 1Y and the full window.

Lower Fees: SSPXHigher Returns: SSPX

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

MetricAIEQSSPX
Expense Ratio0.75%0.55%Best
AUM$116M$10M
Dividend Yield0.40%0.30%
Holdings3266
Volatility (annualized)22.8%18.9%Best
Max Drawdown-39.0%-34.0%Best
$10,000 over 4.1 years$10,894$12,842Best
Fund FamilyAmplify ETFsJanus Henderson Investors
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionOct 17, 2017Sep 8, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 370 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AIEQ has data through Oct 14, 2026 and SSPX through Oct 9, 2025.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 9, 2021 to Oct 9, 2025 (4.1 years).

Compare AIEQ against instead:AIEQ vs SPYAIEQ vs QQQAIEQ vs VOOAIEQ vs VTISSPX against:SSPX vs VXUS

Risk: Volatility and Drawdowns

AIEQ has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 18.9% for SSPX. 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 -34.0% for SSPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AIEQ charges 0.75% per year while SSPX charges 0.55%. On a $10,000 position that is $75 vs $55 annually, a gap of $20 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.30% for SSPX.

You are not choosing between two funds in isolation.

Whichever of AIEQ and SSPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AIEQSSPX

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Frequently Asked Questions

Which is cheaper, AIEQ or SSPX?

AIEQ has an expense ratio of 0.75% while SSPX charges 0.55%. SSPX is the cheaper option, by $20 a year on a $10,000 investment.

Which is riskier, AIEQ or SSPX?

AIEQ has been the more volatile fund at 22.8% annualized versus 18.9% for SSPX. Worst drawdown: AIEQ -39.0% vs SSPX -34.0%.

Should I hold both AIEQ and SSPX?

AIEQ and SSPX have a monthly-return correlation of 0.85, 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 SSPX?

AIEQ yields 0.40% while SSPX yields 0.30%, so AIEQ currently pays the higher dividend yield.

Is SSPX better than AIEQ?

SSPX has a lower expense ratio. SSPX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.