Screener
AIEQ vs IWV
Amplify AI Powered Equity ETF vs iShares Russell 3000 ETF
Key differences
Both AIEQ and IWV are equity ETFs. AIEQ charges 0.75% a year and IWV 0.20%. The main difference: IWV costs 0.55% less per year.
- IWV costs 0.55% less per year.
- IWV is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIEQ | IWV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.20% |
| Fund size (AUM) | $124M | $19.8B |
| Since | 2017 | 2000 |
| Dividend yield | 0.39% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.0% | +24.5% |
| CAGR 3Y | +17.5% | +21.2% |
| CAGR 5Y | +5.6% | +12.2% |
| Sharpe 3Y | 0.76 | 1.11 |
| Volatility 1Y | 12.66% | 12.57% |
| Max drawdown | -38.97% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.