AIEQ vs. IWY
Compare and contrast key facts about AI Powered Equity ETF (AIEQ) and iShares Russell Top 200 Growth ETF (IWY).
AIEQ and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIEQ is an actively managed fund by ETFMG. It was launched on Oct 17, 2017. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Performance
AIEQ vs. IWY - Performance Comparison
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AIEQ vs. IWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIEQ AI Powered Equity ETF | -3.53% | 13.96% | 14.21% |
IWY iShares Russell Top 200 Growth ETF | -9.30% | 18.19% | 27.77% |
Returns By Period
In the year-to-date period, AIEQ achieves a -3.53% return, which is significantly higher than IWY's -9.30% return.
AIEQ
- 1D
- 0.73%
- 1M
- -4.56%
- YTD
- -3.53%
- 6M
- -2.63%
- 1Y
- 17.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWY
- 1D
- 0.87%
- 1M
- -4.60%
- YTD
- -9.30%
- 6M
- -8.67%
- 1Y
- 18.58%
- 3Y*
- 22.41%
- 5Y*
- 13.61%
- 10Y*
- 17.59%
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AIEQ vs. IWY - Expense Ratio Comparison
AIEQ has a 0.80% expense ratio, which is higher than IWY's 0.20% expense ratio.
Return for Risk
AIEQ vs. IWY — Risk / Return Rank
AIEQ
IWY
AIEQ vs. IWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AI Powered Equity ETF (AIEQ) and iShares Russell Top 200 Growth ETF (IWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AIEQ | IWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.84 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.35 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.17 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.89 | 3.89 | +2.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIEQ | IWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.84 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.87 | -0.31 |
Correlation
The correlation between AIEQ and IWY is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIEQ vs. IWY - Dividend Comparison
AIEQ's dividend yield for the trailing twelve months is around 0.45%, more than IWY's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIEQ AI Powered Equity ETF | 0.45% | 0.43% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.39% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
Drawdowns
AIEQ vs. IWY - Drawdown Comparison
The maximum AIEQ drawdown since its inception was -24.19%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for AIEQ and IWY.
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Drawdown Indicators
| AIEQ | IWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -32.68% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.35% | -16.63% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.68% | — |
Current DrawdownCurrent decline from peak | -5.85% | -12.77% | +6.92% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -4.77% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 4.99% | -1.82% |
Volatility
AIEQ vs. IWY - Volatility Comparison
The current volatility for AI Powered Equity ETF (AIEQ) is 5.35%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 6.70%. This indicates that AIEQ experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIEQ | IWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.70% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 12.40% | -2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 22.29% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.93% | 21.49% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 20.92% | -0.99% |