Screener
PEPS vs AIEQ
Parametric Equity Plus ETF vs Amplify AI Powered Equity ETF
Key differences
PEPS is an alternative ETF, while AIEQ is an equity ETF. PEPS charges 0.10% a year and AIEQ 0.75%.
- PEPS is an alternative fund, while AIEQ is an equity fund. They carry different risk/return profiles.
- PEPS follows a option income strategy; AIEQ uses index tracking.
- 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
| PEPS | AIEQ | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.75% |
| Fund size (AUM) | $28M | $124M |
| Since | 2024 | 2017 |
| Dividend yield | 0.88% | 0.39% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +29.2% | +21.5% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 13.42% | 12.51% |
| Max drawdown | -9.79% | -38.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.