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AIEQ vs OEF

Amplify AI Powered Equity ETF vs iShares S&P 100 ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

OEF

iShares S&P 100 ETF

Annual cost

0.20%

Fund size

$20.7B

Key differences

Both AIEQ and OEF are equity ETFs. AIEQ charges 0.75% a year and OEF 0.20%. The main difference: OEF costs 0.55% less per year.

  • OEF costs 0.55% less per year.
  • OEF is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQOEF
Annual cost (TER)0.75%0.20%
Fund size (AUM)$124M$20.7B
Since20172000
Dividend yield0.39%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+24.7%
CAGR 3Y+17.5%+23.7%
CAGR 5Y+5.6%+15.0%
Sharpe 3Y0.761.19
Volatility 1Y12.66%13.20%
Max drawdown-38.97%-31.44%

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

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