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AIEQ vs IWM

Amplify AI Powered Equity ETF vs iShares Russell 2000 ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$80.9B

Key differences

Both AIEQ and IWM are equity ETFs. AIEQ charges 0.75% a year and IWM 0.19%. The main difference: IWM costs 0.56% less per year.

  • IWM costs 0.56% less per year.
  • IWM is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQIWM
Annual cost (TER)0.75%0.19%
Fund size (AUM)$124M$80.9B
Since20172000
Dividend yield0.39%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+38.6%
CAGR 3Y+17.5%+17.4%
CAGR 5Y+5.6%+6.2%
Sharpe 3Y0.760.69
Volatility 1Y12.66%19.73%
Max drawdown-38.97%-41.13%

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

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