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AIEQ vs PEPS

Amplify AI Powered Equity ETF vs Parametric Equity Plus ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

PEPS

Parametric Equity Plus ETF

Annual cost

0.10%

Fund size

$28M

Key differences

AIEQ is an equity ETF, while PEPS is an alternative ETF. AIEQ charges 0.75% a year and PEPS 0.10%.

  • AIEQ is an equity fund, while PEPS is an alternative fund. They carry different risk/return profiles.
  • AIEQ follows a index tracking strategy; PEPS uses option income.
  • PEPS costs 0.65% less per year.
  • AIEQ is much larger than PEPS. Larger funds are usually more liquid and less likely to close.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQPEPS
Annual cost (TER)0.75%0.10%
Fund size (AUM)$124M$28M
Since20172024
Dividend yield0.39%0.88%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+21.5%+29.2%
CAGR 3Y+18.9%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.82N/A
Volatility 1Y12.51%13.42%
Max drawdown-38.97%-9.79%

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

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