AIVCAmplify Bloomberg AI Value Chain ETF
Seeks investment results that generally correlate to the total return performance of the Bloomberg AI Value Chain Total Return Index.
By Amplify ETFs · Launched 2016
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$134M
#2,821 of 6,040 · mid-size
Return (1Y)
+78.8%
Track Record
10 years
#1,391 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$17,326+73.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
GlobalCap
Multi cap
Strategy
Index tracking
Factor
Value
Sector
Information technologyFocus
Artificial Intelligence
Index tracked
Bloomberg AI Value Chain Total Return Index
Holdings
By weightConcentration
Top 10 holdings = 32.0% of funddiversified
Lumentum Holdings Inc
4.2%
DigitalOcean Holdings Inc
4.1%
Ciena Corp
3.7%
Western Digital Corp
3.4%
Dell Technologies Inc
3.0%
Samsung Electronics Co Ltd
2.9%
Coherent Corp
2.9%
Monolithic Power Systems Inc
2.7%
SK hynix Inc
2.6%
ASML Holding NV
2.6%
Asset allocation
Stocks
99.6%
Cash
0.5%
By sector
Technology
89.1%
Consumer Cyclical
4.9%
Communication
4.1%
Industrials
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
36.2%High
Year-on-year price swings
Max drawdown
-56.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.24Strong risk-adjusted returns
Sortino (3Y)
1.82Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that generally correlate to the total return performance of the Bloomberg AI Value Chain Total Return Index.
- Strategy
- Invests primarily in equity securities of companies that comprise the Index using a passive indexing approach. Employs a replication strategy to match the Index's performance, which includes top companies in the cloud computing and AI sectors, with significant exposure to information technology.
- Inception date
- March 8, 2016
- Fund family
- Amplify ETFs
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Data updated on 2026-09-18