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AIEQ vs PWRD

Amplify AI Powered Equity ETF vs TCW Transform Systems ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both AIEQ and PWRD are equity ETFs. AIEQ charges 0.75% a year and PWRD 0.75%. The main difference: AIEQ follows a index tracking strategy; PWRD uses active selection.

  • AIEQ follows a index tracking strategy; PWRD uses active selection.
  • PWRD is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWRD has delivered higher annualized returns.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIEQPWRD
Annual cost (TER)0.75%0.75%
Fund size (AUM)$124M$1.4B
Since20172022
Dividend yield0.39%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+20.4%+30.4%
CAGR 3Y+19.3%+32.3%
CAGR 5Y+6.0%N/A
Sharpe 3Y0.831.22
Volatility 1Y12.56%23.94%
Max drawdown-38.97%-25.87%

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