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AIEQ vs FELC

Amplify AI Powered Equity ETF vs Fidelity Enhanced Large Cap Core ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

FELC

Fidelity Enhanced Large Cap Core ETF

Annual cost

0.18%

Fund size

$7.6B

Key differences

Both AIEQ and FELC are equity ETFs. AIEQ charges 0.75% a year and FELC 0.18%. The main difference: AIEQ follows a index tracking strategy; FELC uses active selection.

  • AIEQ follows a index tracking strategy; FELC uses active selection.
  • FELC costs 0.57% less per year.
  • FELC is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQFELC
Annual cost (TER)0.75%0.18%
Fund size (AUM)$124M$7.6B
Since20172007
Dividend yield0.39%0.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+20.0%+25.1%
CAGR 3Y+17.5%N/A
CAGR 5Y+5.6%N/A
Sharpe 3Y0.76N/A
Volatility 1Y12.66%12.45%
Max drawdown-38.97%-18.59%

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

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