Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

AIEQ vs AIFD: which is really different?

AIEQ and AIFD hold 15% of their weight in the same names, and AIFD returned more over the year.

Amplify AI Powered Equity ETF and TCW Artificial Intelligence ETF.

99.6%AIEQ in the S&P 500
77.7%AIFD in the S&P 500
+11.2%AIEQ total return, 1 year
+48.4%AIFD total return, 1 year

ETFIQ Off-Index Score: AIFD scores higher

How much of it is not the index it is sold as an alternative to?

AIEQ 2.9AIFD 6.50.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AIEQ0% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
100%0%of its weight in S&P 500 companies0% of its weight outside the S&P 500active share 67% · top ten 44% of the fund · 163 holdings filed Sep 21, 2026 · Nasdaq-100: 35% in100%0%of its weight in S&P 500 companies0% of its weight outside the S&P 500active share 67% · top ten 44% of the fund
AIFD22% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
78%22%of its weight in S&P 500 companiesoutside the S&P 500active share 74% · top ten 56% of the fund · 32 holdings filed Apr 30, 2026 · Nasdaq-100: 58% in78%22%in the S&P 500outsideactive share 74% · top ten 56% of the fund

15% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AIEQ and AIFD hold 15% of their money in the same securities at the same weight.

Positions AIEQ and AIFD both hold, largest shared weight first
HoldingAIEQAIFD
NVIDIA Corp4.44%7.32%
Broadcom Inc2.76%6.80%
Micron Technology Inc1.91%4.20%
Microsoft Corp3.31%1.17%
MARVELL TECHNOLOGY INC1.06%4.73%
Palo Alto Networks Inc0.18%3.63%
Amazon.com Inc0.05%4.42%
Only in each
Only in AIEQOnly in AIFD
TE Connectivity PLC 6.14%LUMENTUM HOLDINGS INC 7.23%
Chubb Ltd 4.99%ALPHABET INC-CL A 6.27%
Netflix Inc 4.92%ARISTA NETWORKS INC 6.08%
GE Vernova Inc 4.61%VERTIV HOLDINGS CO-A 5.00%
Aflac Inc 4.42%DIGITALOCEAN HOLDINGS INC 3.85%
Tyson Foods Inc 4.21%TAIWAN SEMICONDUCTOR-SP ADR 3.55%
Biogen Inc 3.56%EATON CORP PLC 2.99%
Alphabet Inc 3.38%ASML HOLDING NV-NY REG SHS 2.79%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 21, 2026.

Performance, window by window

AIEQ and AIFD over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AIEQAIFDAIEQAIFDAIEQAIFD
3 months−0.3%−5.1%−2.5 pts−7.3 pts+2.2 pts−2.6 pts
6 months+14.8%+34.1%−3.2 pts+16.1 pts−9.4 pts+9.9 pts
1 year+11.2%+48.4%−5.3 pts+31.9 pts−10.5 pts+26.6 pts
Since launch+42.7%+105.1%−17.4 pts+53.3 pts−28.1 pts+39.3 pts
Open the live comparison on ETFIQ
AIEQ and AIFD on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AIEQ
Amplify AI Powered Equity ETF
Holds 163 stocks in artificial intelligence, 100% of its weight in S&P 500 companies
AIFD
TCW Artificial Intelligence ETF
Holds 32 stocks in artificial intelligence, 78% of its weight in S&P 500 companies
IssuerAmplifyTCW
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50099.6%77.7%
Active share vs the S&P 50067.1%73.7%
In the Nasdaq-10034.8%58.2%
Holdings16332
Top ten, share of the fund44.0%55.9%
Expense ratio0.75%0.75%
Fee for the differing part1.12%1.02%
Total return, 1 year+11.2%+48.4%
vs the S&P 500−5.3 pts+31.9 pts
vs the Nasdaq-100−10.5 pts+26.6 pts
Below its high−4.0%−8.5%
Net assets$119m$107m

AIEQ in plain words

By weight, 100% of AIEQ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 67%. The top ten holdings are 44% of the fund across 163 positions, as published by its issuer for Sep 21, 2026. Over the year to Sep 18, 2026 the fund returned +11.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 5.3 pts.

AIFD in plain words

By weight, 78% of AIFD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 74%. The top ten holdings are 56% of the fund across 32 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +48.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 31.9 pts. It sits 8.5% below its all-time high of Jun 2, 2026.

Questions people ask

Do AIEQ and AIFD hold the same stocks?
By their latest filings, 15% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AIEQ or AIFD?
AIEQ has 100% of its weight in S&P 500 names and AIFD has 78%, so AIFD differs more from the index.
Which is cheaper, AIEQ or AIFD?
AIEQ charges 0.75% a year and AIFD charges 0.75%, so AIEQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AIEQ against AIFD, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AIEQ against AIFD, data as of Sep 18, 2026. https://etfiq.com/compare/themes/aieq-vs-aifd Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources