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AIEQ vs EMPB

Amplify AI Powered Equity ETF vs Efficient Market Portfolio Plus ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

AIEQ is an equity ETF, while EMPB is an alternative ETF. AIEQ charges 0.75% a year and EMPB 2.21%.

  • AIEQ is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • AIEQ follows a index tracking strategy; EMPB uses active selection.
  • AIEQ costs 1.46% less per year.
  • AIEQ is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQEMPB
Annual cost (TER)0.75%2.21%
Fund size (AUM)$124M$21M
Since20172024
Dividend yield0.39%0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+20.4%+19.5%
CAGR 3Y+19.3%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.83N/A
Volatility 1Y12.56%11.34%
Max drawdown-38.97%-7.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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