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AIEQ vs IWB

Amplify AI Powered Equity ETF vs iShares Russell 1000 ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

IWB

iShares Russell 1000 ETF

Annual cost

0.15%

Fund size

$48.9B

Key differences

Both AIEQ and IWB are equity ETFs. AIEQ charges 0.75% a year and IWB 0.15%. The main difference: IWB costs 0.60% less per year.

  • IWB costs 0.60% less per year.
  • IWB is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IWB has delivered higher annualized returns.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQIWB
Annual cost (TER)0.75%0.15%
Fund size (AUM)$124M$48.9B
Since20172000
Dividend yield0.39%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+24.0%
CAGR 3Y+17.5%+21.5%
CAGR 5Y+5.6%+12.6%
Sharpe 3Y0.761.14
Volatility 1Y12.66%12.39%
Max drawdown-38.97%-34.60%

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

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