Screener
AIEQ vs IWN
Amplify AI Powered Equity ETF vs iShares Russell 2000 Value ETF
Key differences
Both AIEQ and IWN are equity ETFs. AIEQ charges 0.75% a year and IWN 0.24%. The main difference: IWN costs 0.51% less per year.
- IWN costs 0.51% less per year.
- IWN is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIEQ | IWN | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.24% |
| Fund size (AUM) | $124M | $14.0B |
| Since | 2017 | 2000 |
| Dividend yield | 0.39% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.0% | +41.9% |
| CAGR 3Y | +17.5% | +17.3% |
| CAGR 5Y | +5.6% | +6.9% |
| Sharpe 3Y | 0.76 | 0.71 |
| Volatility 1Y | 12.66% | 18.09% |
| Max drawdown | -38.97% | -46.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.