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AIVC vs. XLKI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AIVC vs. XLKI

Last updated Jun 4, 2026

AIVC (Amplify Bloomberg AI Value Chain ETF) and XLKI (State Street Technology Select Sector SPDR Premium Income ETF) are both Technology Equities funds. AIVC is passively managed, while XLKI is actively managed. Their correlation of 0.85 suggests significant overlap in exposure. AIVC charges 0.59%/yr vs 0.35%/yr for XLKI.

Performance

AIVC vs. XLKI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Bloomberg AI Value Chain ETF (AIVC) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AIVC achieves a 79.45% return, which is significantly higher than XLKI's 17.94% return.

AIVC

1D
-1.33%
1M
30.74%
YTD
79.45%
6M
79.35%
1Y
151.70%
3Y*
51.42%
5Y*
20.46%
10Y*
17.12%

XLKI

1D
-0.60%
1M
7.65%
YTD
17.94%
6M
17.68%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVC vs. XLKI - Yearly Performance Comparison

2026 (YTD)2025
AIVC
Amplify Bloomberg AI Value Chain ETF		79.45%19.73%
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		17.94%10.07%

Correlation

The correlation between AIVC and XLKI is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 31, 2025

0.85

AIVC vs. XLKI - Sectors Allocation Comparison

Sectors
AIVC
XLKI

Technology

91.2%

-

Communication Services

4.6%

-

Consumer Cyclical

4.2%

-

Financial Services

0.8%
106.8%

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Technology

AIVC
91.2%
XLKI

-

Communication Services

AIVC
4.6%
XLKI

-

Consumer Cyclical

AIVC
4.2%
XLKI

-

Financial Services

AIVC
0.8%
XLKI
106.8%

Basic Materials

AIVC

-

XLKI

-

Consumer Defensive

AIVC

-

XLKI

-

Energy

AIVC

-

XLKI

-

Healthcare

AIVC

-

XLKI

-

Industrials

AIVC

-

XLKI

-

Real Estate

AIVC

-

XLKI

-

Utilities

AIVC

-

XLKI

-

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Amplify Bloomberg AI Value Chain ETF

State Street Technology Select Sector SPDR Premium Income ETF

Often compared with AIVC:
AIVC vs. AISAIVC vs. GINNAIVC vs. SMHAIVC vs. TCAIAIVC vs. PXQAIVC vs. CHPSAIVC vs. GAMR
Often compared with XLKI:
XLKI vs. XLKXLKI vs. RSPTXLKI vs. QQQXLKI vs. KQQQXLKI vs. ASMHXLKI vs. ARMHXLKI vs. MAGS

Return for Risk

AIVC vs. XLKI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AIVC
AIVC Risk / Return Rank: 9696
Overall Rank
AIVC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
AIVC Sortino Ratio Rank: 9595
Sortino Ratio Rank
AIVC Omega Ratio Rank: 9494
Omega Ratio Rank
AIVC Calmar Ratio Rank: 9797
Calmar Ratio Rank
AIVC Martin Ratio Rank: 9696
Martin Ratio Rank
XLKI
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIVC vs. XLKI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Bloomberg AI Value Chain ETF (AIVC) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). 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.

AIVCXLKIDifference

Sharpe ratio

Return per unit of total volatility

5.14

—

—

Sortino ratio

Return per unit of downside risk

5.21

—

—

Omega ratio

Gain probability vs. loss probability

1.69

—

—

Calmar ratio

Return relative to maximum drawdown

10.82

—

—

Martin ratio

Return relative to average drawdown

36.63

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AIVC vs. XLKI - Sharpe Ratio Comparison

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Sharpe Ratios by Period

AIVCXLKIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.14

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

2.24

-1.60

Drawdowns

AIVC vs. XLKI - Drawdown Comparison

The maximum AIVC drawdown since its inception was -56.11%, which is greater than XLKI's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for AIVC and XLKI.

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Drawdown Indicators

AIVCXLKIDifference

Max Drawdown

Largest peak-to-trough decline

-56.11%

-10.24%

-45.87%

Max Drawdown (1Y)

Largest decline over 1 year

-14.11%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-32.55%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-53.58%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-56.11%

—

—

Current Drawdown

Current decline from peak

-1.33%

-0.60%

-0.73%

Average Drawdown

Average peak-to-trough decline

-16.43%

-1.61%

-14.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.16%

—

—

Volatility

AIVC vs. XLKI - Volatility Comparison

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Volatility by Period

AIVCXLKIDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.07%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

23.72%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

29.71%

16.24%

+13.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.20%

16.24%

+13.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.93%

16.24%

+10.69%

AIVC vs. XLKI - Expense Ratio Comparison

AIVC has a 0.59% expense ratio, which is higher than XLKI's 0.35% expense ratio.

Dividends

AIVC vs. XLKI - Dividend Comparison

AIVC's dividend yield for the trailing twelve months is around 0.10%, less than XLKI's 14.18% yield.

PositionTTM2025202420232022202120202019201820172016
AIVC
Amplify Bloomberg AI Value Chain ETF		0.10%0.17%0.21%0.00%0.00%0.00%0.39%1.16%0.38%0.92%0.64%
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		14.18%8.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

AIVC and XLKI have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLKI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLKI is cheaper with a 0.35% expense ratio, compared with 0.59% for AIVC.

XLKI has the higher dividend yield at 14.18%, compared with 0.10% for AIVC.

They also come from different issuers: Amplify and State Street. Their fees differ too: 0.59% for AIVC and 0.35% for XLKI.

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