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AIEQ vs SMLF

Amplify AI Powered Equity ETF vs iShares U.S. Small-Cap Equity Factor ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

Both AIEQ and SMLF are equity ETFs. AIEQ charges 0.75% a year and SMLF 0.15%. The main difference: SMLF costs 0.60% less per year.

  • SMLF costs 0.60% less per year.
  • SMLF is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMLF has delivered higher annualized returns.

Side-by-side comparison

AIEQSMLF
Annual cost (TER)0.75%0.15%
Fund size (AUM)$124M$3.9B
Since20172015
Dividend yield0.39%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+31.6%
CAGR 3Y+17.5%+19.4%
CAGR 5Y+5.6%+11.1%
Sharpe 3Y0.760.81
Volatility 1Y12.66%17.65%
Max drawdown-38.97%-41.89%

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

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