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AIEQ vs CGUS

Amplify AI Powered Equity ETF vs Capital Group Core Equity ETF

AIEQ

Amplify AI Powered Equity ETF

Amplify ETFs

Annual cost

0.75%

Fund size

$119M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.42% less per year.
  • CGUS is significantly larger than AIEQ — larger funds tend to be more liquid and less likely to close.
  • AIEQ follows a index tracking strategy; CGUS uses active selection.
  • Over the last 3 years, CGUS has delivered higher annualized returns.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQCGUS
Annual cost (TER)0.75%0.33%
Fund size (AUM)$119M$10.3B
Since20172022
Dividend yield0.41%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.6%+29.2%
CAGR 3Y+20.9%+22.9%
CAGR 5Y+7.5%N/A
Sharpe 3Y0.901.26
Volatility 1Y12.51%12.48%
Max drawdown-38.97%-22.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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