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AIEQ vs ITOT

Amplify AI Powered Equity ETF vs iShares Core S&P Total U.S. Stock Market ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$93.4B

Key differences

Both AIEQ and ITOT are equity ETFs. AIEQ charges 0.75% a year and ITOT 0.03%. The main difference: ITOT costs 0.72% less per year.

  • ITOT costs 0.72% less per year.
  • ITOT is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ITOT has delivered higher annualized returns.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQITOT
Annual cost (TER)0.75%0.03%
Fund size (AUM)$124M$93.4B
Since20172004
Dividend yield0.39%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+25.2%
CAGR 3Y+17.5%+21.5%
CAGR 5Y+5.6%+12.3%
Sharpe 3Y0.761.12
Volatility 1Y12.66%12.69%
Max drawdown-38.97%-35.00%

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

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