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AIEQ vs SMMD

Amplify AI Powered Equity ETF vs iShares Russell 2500 ETF

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

SMMD

iShares Russell 2500 ETF

Annual cost

0.15%

Fund size

$3.4B

Key differences

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

  • SMMD costs 0.60% less per year.
  • SMMD is much larger than AIEQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AIEQSMMD
Annual cost (TER)0.75%0.15%
Fund size (AUM)$124M$3.4B
Since20172017
Dividend yield0.39%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+36.2%
CAGR 3Y+17.5%+18.1%
CAGR 5Y+5.6%+7.8%
Sharpe 3Y0.760.78
Volatility 1Y12.66%17.74%
Max drawdown-38.97%-41.06%

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

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