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AIEQ vs LRGF

Amplify AI Powered Equity ETF vs iShares U.S. Equity Factor ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both AIEQ and LRGF are equity ETFs. AIEQ charges 0.75% a year and LRGF 0.08%. The main difference: AIEQ follows a index tracking strategy; LRGF uses index enhanced.

  • AIEQ follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF costs 0.67% less per year.
  • LRGF is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

AIEQLRGF
Annual cost (TER)0.75%0.08%
Fund size (AUM)$124M$3.5B
Since20172015
Dividend yield0.39%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+20.0%+22.4%
CAGR 3Y+17.5%+22.2%
CAGR 5Y+5.6%+13.5%
Sharpe 3Y0.761.16
Volatility 1Y12.66%12.53%
Max drawdown-38.97%-36.03%

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

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