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BELT vs AIEQ

iShares U.S. Select Equity Active ETF vs Amplify AI Powered Equity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$9M

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$119M

Key differences

  • AIEQ is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; AIEQ uses index tracking.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTAIEQ
Annual cost (TER)0.75%0.75%
Fund size (AUM)$9M$119M
Since20242017
Dividend yield0.00%0.41%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+30.3%+25.6%
CAGR 3YN/A+20.9%
CAGR 5YN/A+7.5%
Sharpe 3YN/A0.90
Volatility 1Y17.21%12.51%
Max drawdown-23.05%-38.97%

Similar to BELT and AIEQ