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PEPS vs IPAY
Parametric Equity Plus ETF vs Amplify Digital Payments ETF
Key differences
PEPS is an alternative ETF, while IPAY is an equity ETF. PEPS charges 0.10% a year and IPAY 0.75%.
- PEPS is an alternative fund, while IPAY is an equity fund. They carry different risk/return profiles.
- PEPS follows a option income strategy; IPAY uses index tracking.
- PEPS costs 0.65% less per year.
- IPAY is much larger than PEPS. Larger funds are usually more liquid and less likely to close.
- IPAY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEPS | IPAY | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.75% |
| Fund size (AUM) | $28M | $163M |
| Since | 2024 | 2015 |
| Dividend yield | 0.88% | 0.88% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +29.2% | -24.4% |
| CAGR 3Y | N/A | +2.2% |
| CAGR 5Y | N/A | -8.9% |
| Sharpe 3Y | N/A | 0.06 |
| Volatility 1Y | 13.42% | 23.90% |
| Max drawdown | -9.79% | -51.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.