VDC vs. AIVC

Last updated Aug 6, 2026

VDC (Vanguard Consumer Staples ETF) and AIVC (Amplify Bloomberg AI Value Chain ETF) are both exchange-traded funds - VDC is a Consumer Staples Equities fund tracking the MSCI US Investable Market Consumer Staples 25/50 Index, while AIVC is a Technology Equities fund tracking the Bloomberg AI Value Chain Index. Both are passively managed. Over the past 10 years, VDC returned 7.75%/yr vs 15.49%/yr for AIVC. Their 0.20 correlation means their historical movements had little consistent relationship. VDC charges 0.09%/yr vs 0.59%/yr for AIVC.

Performance

VDC vs. AIVC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Consumer Staples ETF (VDC) and Amplify Bloomberg AI Value Chain ETF (AIVC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VDC achieves a 10.66% return, which is significantly lower than AIVC's 62.32% return. Over the past 10 years, VDC has underperformed AIVC with an annualized return of 7.75%, while AIVC has yielded a comparatively higher 15.49% annualized return.

VDC

• 1D: -0.06%
• 1M: 1.33%
• 6M: -0.96%
• YTD: 10.66%
• 1Y: 8.82%
• 3Y*: 8.15%
• 5Y*: 7.19%
• 10Y*: 7.75%
• ALL TIME*: 9.45%

AIVC

• 1D: -1.04%
• 1M: 0.44%
• 6M: 60.29%
• YTD: 62.32%
• 1Y: 99.49%
• 3Y*: 44.04%
• 5Y*: 16.45%
• 10Y*: 15.49%
• ALL TIME*: 15.71%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIVC Amplify Bloomberg AI Value Chain ETF	$813.67K	$1.19M	$2.78M
VDC Vanguard Consumer Staples ETF	$38.74M	$34.32M	$36.93M

VDC vs. AIVC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VDC Vanguard Consumer Staples ETF	10.66%	2.17%	13.30%	2.38%	-1.79%	17.64%	10.86%	26.11%	-7.79%	11.85%
AIVC Amplify Bloomberg AI Value Chain ETF	62.32%	39.94%	18.22%	39.28%	-38.91%	-7.23%	41.45%	27.78%	-18.62%	35.42%

Correlation

The correlation between VDC and AIVC is -0.36, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.36
Correlation (3Y) Balances recent behavior with more history.	-0.05
Correlation (5Y) Shows whether the relationship held over a longer period.	0.11
Correlation (10Y) Provides a long-term view across more market conditions.	0.20
Correlation (All Time) Calculated using the full available price history since Mar 9, 2016	0.20

The correlation between VDC and AIVC shifts across timeframes, from -0.36 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

VDC vs. AIVC - Sectors Allocation Comparison

Sectors	VDC	AIVC
Consumer Defensive	97.1%	-
Consumer Cyclical	1.1%	5.0%
Technology	0.5%	91.0%
Basic Materials	0.4%	-
Industrials	0.3%	1.7%
Healthcare	0.0%	-
Communication Services	-	2.1%
Energy	-	-
Financial Services	-	0.0%
Real Estate	-	-
Utilities	-	-

Return for Risk

VDC vs. AIVC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VDC

VDC Risk / Return Rank: 24
VDC Sharpe Ratio Rank: 25
VDC Sortino Ratio Rank: 25
VDC Omega Ratio Rank: 23
VDC Calmar Ratio Rank: 26
VDC Martin Ratio Rank: 22

AIVC

AIVC Risk / Return Rank: 89
AIVC Sharpe Ratio Rank: 94
AIVC Sortino Ratio Rank: 87
AIVC Omega Ratio Rank: 85
AIVC Calmar Ratio Rank: 91
AIVC Martin Ratio Rank: 89

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VDC vs. AIVC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) and Amplify Bloomberg AI Value Chain ETF (AIVC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VDC	AIVC	Difference
Sharpe ratio: Return per unit of total volatility	0.64	2.82	-2.18
Sortino ratio: Return per unit of downside risk	1.03	3.20	-2.17
Omega ratio: Gain probability vs. loss probability	1.12	1.40	-0.29
Calmar ratio: Return relative to maximum drawdown	0.96	4.30	-3.34
Martin ratio: Return relative to average drawdown	1.78	14.96	-13.18

VDC vs. AIVC - Sharpe Ratio Comparison

The current VDC Sharpe Ratio is 0.64, which is lower than the AIVC Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of VDC and AIVC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VDC vs. AIVC - Drawdown Comparison

The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum AIVC drawdown of -56.11%. Use the drawdown chart below to compare losses from any high point for VDC and AIVC.

Drawdown Indicators

	VDC	AIVC	Difference
Max Drawdown Largest peak-to-trough decline	-34.24%	-56.11%	+21.87%
Max Drawdown (1Y) Largest decline over 1 year	-9.28%	-23.29%	+14.01%
Max Drawdown (3Y) Largest decline over 3 years	-11.06%	-32.55%	+21.49%
Max Drawdown (5Y) Largest decline over 5 years	-16.55%	-53.58%	+37.03%
Max Drawdown (10Y) Largest decline over 10 years	-25.31%	-56.11%	+30.80%
Current Drawdown Current decline from peak	-4.27%	-10.75%	+6.48%
Average Drawdown Average peak-to-trough decline	-3.74%	-16.35%	+12.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.98%	6.68%	-1.70%

Volatility

VDC vs. AIVC - Volatility Comparison

The current volatility for Vanguard Consumer Staples ETF (VDC) is 5.40%, while Amplify Bloomberg AI Value Chain ETF (AIVC) has a volatility of 13.78%. This indicates that VDC experiences smaller price fluctuations and is considered to be less risky than AIVC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VDC	AIVC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.40%	13.78%	-8.38%
Volatility (6M) Calculated over the trailing 6-month period	11.18%	30.12%	-18.94%
Volatility (1Y) Calculated over the trailing 1-year period	13.77%	35.45%	-21.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.43%	31.46%	-18.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.76%	27.55%	-12.79%

VDC vs. AIVC - Expense Ratio Comparison

VDC has a 0.09% expense ratio, which is lower than AIVC's 0.59% expense ratio.

Dividends

VDC vs. AIVC - Dividend Comparison

VDC's dividend yield for the trailing twelve months is around 2.08%, more than AIVC's 0.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIVC Amplify Bloomberg AI Value Chain ETF	0.11%	0.17%	0.21%	0.00%	0.00%	0.00%	0.39%	1.16%	0.38%	0.92%	0.64%	0.00%
VDC Vanguard Consumer Staples ETF	2.08%	2.26%	2.33%	2.65%	2.37%	2.14%	2.50%	2.44%	2.78%	2.52%	2.39%	2.55%

Frequently Asked Questions

Can I hold both VDC and AIVC in my portfolio?

VDC and AIVC have a correlation of -0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VDC or AIVC?

AIVC has higher volatility (13.78%) compared to VDC (5.40%). In terms of maximum drawdown, VDC dropped -34.24% vs AIVC's -56.11%.

Which ETF is better, VDC or AIVC?

On 10-year performance, AIVC leads with 15.49% vs 7.75% for VDC. On fees, VDC is cheaper at 0.09% per year. On volatility, VDC has been the lower-risk option at 5.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, VDC or AIVC?

Over the 10-year period, AIVC has performed better with a 15.49% return vs 7.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, VDC or AIVC?

VDC is cheaper with a 0.09% expense ratio, compared with 0.59% for AIVC.

Which ETF pays a higher dividend yield, VDC or AIVC?

VDC has the higher dividend yield at 2.08%, compared with 0.11% for AIVC.

What is the main difference between VDC and AIVC?

VDC is categorized as Consumer Staples Equities, while AIVC is Technology Equities. VDC tracks MSCI US Investable Market Consumer Staples 25/50 Index, while AIVC tracks Bloomberg AI Value Chain Index. They also come from different issuers: Vanguard and Amplify. Their fees differ too: 0.09% for VDC and 0.59% for AIVC.

Which has better risk-adjusted returns?

AIVC currently has the higher Sharpe Ratio (2.82 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.