AIEQ vs XAIW

AIEQ vs XAIW

Which is better, AIEQ or XAIW?

XAIW costs less.

XAIW has a lower expense ratio. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 61.4%.

Lower Fees: XAIWLess Concentrated: AIEQ

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

MetricAIEQXAIW
Expense Ratio0.75%0.59%Best
AUM$116M$1M
Dividend Yield0.40%0.00%
Holdings32625
YTD Return+9.72%Best-3.89%
1Y Return+10.97%-
3Y Return (annualized)+18.64%-
5Y Return (annualized)+3.86%-
Top 10 Weight41.1%Best61.4%
Fund FamilyAmplify ETFsHarbor Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionOct 17, 2017Aug 12, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AIEQ vs XAIW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AIEQ against instead:AIEQ vs SPYAIEQ vs QQQAIEQ vs VOOAIEQ vs VTIXAIW against:XAIW vs VXUS

AIEQ vs XAIW Performance

Amplify AI Powered Equity ETF (AIEQ) is an ETF from Amplify ETFs and SpaceXAI Lab Ecosystem ETF (XAIW) is an ETF from Harbor Funds. Year to date, AIEQ is up 9.72% versus a loss of 3.89% for XAIW.

Past performance does not guarantee future results.

Fees and Cost Over Time

AIEQ charges 0.75% per year while XAIW charges 0.59%. On a $10,000 position that is $75 vs $59 annually, a gap of $16 per year that compounds over a long holding period. On income, AIEQ currently yields 0.40% against 0.00% for XAIW.

Holdings Overlap

AIEQ already in XAIW12.1%
XAIW already in AIEQ31.0%

12.1% of AIEQ's money is in holdings XAIW also owns. 31.0% of XAIW's money is in holdings AIEQ also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 163 positions we hold weights for in AIEQ and 26 in XAIW, against full books of 326 and 25.

What only one of them owns

Our book lists 12 positions for XAIW that do not appear in our book for AIEQ (49.4% of the fund), and 151 for AIEQ that do not appear in XAIW (87.3%).

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

StockWeight in AIEQWeight in XAIWDifference
NVDANvidia Corp3.99%7.15%3.16%
APOAthene (Ath) / Apollo Global Management (Apo)1.40%4.60%3.20%
GEVGe Vernova, Inc.3.80%1.90%1.90%
SMCISuper Micro Computer Inc Common Stock USD.0010.61%5.03%4.42%
ORCLOracle Corp - Common0.05%5.23%5.18%
MSFTMicrosoft Corp2.18%2.73%0.55%
AMATApplied Materials, Inc.0.06%2.28%2.22%
INTCIntel Corporation0.05%2.07%2.02%

31.0% of XAIW 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.

AIEQXAIW

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Frequently Asked Questions

Which is cheaper, AIEQ or XAIW?

AIEQ has an expense ratio of 0.75% while XAIW charges 0.59%. XAIW is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between AIEQ and XAIW?

31.0% of XAIW's money is in holdings AIEQ also owns. 31.0% of XAIW's is in holdings AIEQ also owns. They hold 8 positions in common, counted across the 163 positions we hold weights for in AIEQ and 26 in XAIW.

Which pays a higher dividend, AIEQ or XAIW?

AIEQ yields 0.40% while XAIW yields 0.00%, so AIEQ currently pays the higher dividend yield.

Is XAIW better than AIEQ?

XAIW has a lower expense ratio. AIEQ is less concentrated, with 41.1% of the fund in its ten largest positions against 61.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.