AIEQ vs VOO
Amplify AI Powered Equity ETF vs Vanguard S&P 500 ETF
Which is better, AIEQ or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.9% 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 | VOO |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $116M | $1.0T |
| Dividend Yield | 0.40% | 1.06% |
| Holdings | 326 | 506 |
| YTD Return | +9.72% | +13.57%Best |
| 1Y Return | +10.97% | +17.55%Best |
| 3Y Return (annualized) | +18.64% | +22.46%Best |
| 5Y Return (annualized) | +3.86% | +13.28%Best |
| Volatility (annualized) | 20.9% | 16.1%Best |
| Max Drawdown | -39.0% | -34.3%Best |
| $10,000 over 5 years | $12,085 | $18,654Best |
| Top 10 Weight | 41.1% | 37.9%Best |
| Fund Family | Amplify ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Oct 17, 2017 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 18, 2017 to Oct 14, 2026 (9 years).
AIEQ vs VOO 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 9 years both funds cover.
AIEQ vs VOO Performance
Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AIEQ returned +10.97% while VOO returned +17.55%. Year to date, AIEQ is up 9.72% versus a gain of 13.57% for VOO.
Over three years, AIEQ compounded at +18.64% per year against +22.46% for VOO; over five years the annualized figures are +3.86% and +13.28% respectively. Across the full 9-year window we track, VOO has the edge at +14.07% annualized vs +9.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIEQ has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 16.1% for VOO. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIEQ charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 1.06% for VOO.
Holdings Overlap
98.9% of AIEQ's money is in holdings VOO also owns. 62.4% of VOO's money is in holdings AIEQ also owns.
Most of AIEQ is already inside VOO. Owning both mostly buys the same companies twice.
155 positions in common, counted across the 163 positions we hold weights for in AIEQ and 504 in VOO, against full books of 326 and 506.
What only one of them owns
Our book lists 343 positions for VOO that do not appear in our book for AIEQ (37.4% of the fund), and 3 for AIEQ that do not appear in VOO (0.5%).
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 VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 3.99% | 8.09% | 4.10% |
| AVGOBroadcom Inc | 9.13% | 2.65% | 6.48% |
| AAPLApple, Inc | 1.24% | 7.04% | 5.80% |
| MSFTMicrosoft Corp | 2.18% | 5.70% | 3.52% |
| GOOGAlphabate, Inc Class C | 2.76% | 2.40% | 0.36% |
| AMZNAmazon.Com Inc | 1.27% | 3.85% | 2.58% |
| BRK.BBerkshire Hathaway Inc-Cl B | 3.66% | 1.40% | 2.26% |
| NFLXNetflix, Inc., Long Equities | 4.25% | 0.52% | 3.73% |
| GOOGLAlphabet, Inc. - Class a | 1.49% | 3.01% | 1.52% |
| MAMastercard Inc Cl. A | 3.63% | 0.72% | 2.91% |
98.9% of AIEQ is already inside VOO.
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 VOO?
AIEQ has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, AIEQ or VOO?
Over the past year AIEQ returned +10.97% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), AIEQ annualized +9.53% vs +14.07% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIEQ or VOO?
AIEQ has been the more volatile fund at 20.9% annualized versus 16.1% for VOO. Worst drawdown: AIEQ -39.0% vs VOO -34.3%.
Should I hold both AIEQ and VOO?
AIEQ and VOO have a monthly-return correlation of 0.88, 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 VOO?
98.9% of AIEQ's money is in holdings VOO also owns. 62.4% of VOO's is in holdings AIEQ also owns. They hold 155 positions in common, counted across the 163 positions we hold weights for in AIEQ and 504 in VOO.
Which pays a higher dividend, AIEQ or VOO?
AIEQ yields 0.40% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than AIEQ?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.9% 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.