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AIEQ vs ISMD

Amplify AI Powered Equity ETF vs Inspire Small/Mid Cap ETF

AIEQ

Amplify AI Powered Equity ETF

Amplify ETFs

Annual cost

0.75%

Fund size

$119M

ISMD

Inspire Small/Mid Cap ETF

Inspire

Annual cost

0.53%

Fund size

$292M

Key differences

  • ISMD costs 0.22% less per year.
  • Over the last 3 years, AIEQ has delivered higher annualized returns.

Side-by-side comparison

AIEQISMD
Annual cost (TER)0.75%0.53%
Fund size (AUM)$119M$292M
Since20172017
Dividend yield0.41%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.6%+42.0%
CAGR 3Y+20.9%+17.6%
CAGR 5Y+7.5%+8.5%
Sharpe 3Y0.900.74
Volatility 1Y12.51%18.68%
Max drawdown-38.97%-43.58%

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

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