AIEQ vs UDN

Comparison between Amplify AI Powered Equity ETF (AIEQ, ETF) and Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF).

AIEQ vs UDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIEQ(ETF)	UDN(ETF)
Net Assets	$124M	$124M
Expense Ratio	0.75%	N/A
Max Drawdown	24.19%	44.56%
Sharpe Ratio	1.17	-0.44
5Y Beta	1.13	-0.01
P/E Ratio	27.90	N/A
Forward P/E	21.51	N/A
PEG Ratio	0.53	N/A
5Y Dividends CAGR	N/A	38.18%
5Y EPS CAGR	26.11%	N/A
Debt to Equity	13.22%	N/A
P/S Ratio	3.24	N/A
P/B Ratio	5.42	N/A

Net Assets

AIEQ

$124M

UDN

$124M

Expense Ratio

AIEQ

0.75%

UDN

N/A

Max Drawdown

Winner

AIEQ

24.19%

UDN

44.56%

Sharpe Ratio

Winner

AIEQ

1.17

UDN

-0.44

5Y Beta

AIEQ

1.13

Winner

UDN

-0.01

P/E Ratio

AIEQ

27.90

UDN

N/A

Forward P/E

AIEQ

21.51

UDN

N/A

PEG Ratio

AIEQ

0.53

UDN

N/A

5Y Dividends CAGR

AIEQ

N/A

UDN

38.18%

5Y EPS CAGR

AIEQ

26.11%

UDN

N/A

Debt to Equity

AIEQ

13.22%

UDN

N/A

P/S Ratio

AIEQ

3.24

UDN

N/A

P/B Ratio

AIEQ

5.42

UDN

N/A

AIEQ vs UDN - Holdings Comparison

AIEQ and UDN have 1 common holdings. Overlap is 0.18%

AIEQ's top 25 holdings weight is 58.14%. UDN's top 25 holdings weight is 95.02%.

Rank	AIEQ	UDN
#1	NVIDIA CORP (NVDA) - 7.60%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%
#2	APPLE INC (AAPL) - 6.05%	N/A
#3	GARMIN LTD (GRMN) - 4.24%	N/A
#4	MICROSOFT CORP (MSFT) - 3.77%	N/A
#5	BROADCOM INC (AVGO) - 3.51%	N/A
#6	ALPHABET INC CLASS A (GOOGL) - 3.51%	N/A
#7	AMAZON.COM INC (AMZN) - 3.51%	N/A
#8	TESLA INC (TSLA) - 2.72%	N/A
#9	ALPHABET INC CLASS C (GOOG) - 2.69%	N/A
#10	META PLATFORMS INC CLASS A (META) - 2.28%	N/A
#11	MICRON TECHNOLOGY INC (MU) - 1.79%	N/A
#12	GE VERNOVA INC (GEV) - 1.63%	N/A
#13	JPMORGAN CHASE & CO (JPM) - 1.43%	N/A
#14	MASTERCARD INC CLASS A (MA) - 1.38%	N/A
#15	ADVANCED MICRO DEVICES INC (AMD) - 1.36%	N/A
#16	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26%	N/A
#17	LAS VEGAS SANDS CORP (LVS) - 1.15%	N/A
#18	SMURFIT WESTROCK PLC (SW) - 1.11%	N/A
#19	EXXON MOBIL CORP (XOM) - 1.07%	N/A
#20	ELI LILLY AND CO (LLY) - 1.06%	N/A
#21	M&T BANK CORP (MTB) - 1.06%	N/A
#22	NETFLIX INC (NFLX) - 1.03%	N/A
#23	COSTCO WHOLESALE CORP (COST) - 0.98%	N/A
#24	INTEL CORP (INTC) - 0.98%	N/A
#25	ABBVIE INC (ABBV) - 0.97%	N/A
Total Holdings	163	1

AIEQ vs UDN - Historical Returns

Returns include dividend reinvestment.

Period	AIEQ	UDN
1 month	+0.50%	-1.31%
3 months	+11.32%	+0.39%
6 months	+9.43%	-0.63%
1 year	+19.83%	-0.37%
5 years(CAGR)	N/A	-0.71%
10 years(CAGR)	N/A	-0.44%
Max(CAGR)	+15.87%	-0.73%

Winner

AIEQ

+0.50%

UDN

-1.31%

Winner

AIEQ

+11.32%

UDN

+0.39%

Winner

AIEQ

+9.43%

UDN

-0.63%

Winner

AIEQ

+19.83%

UDN

-0.37%

5Y(CAGR)

AIEQ

N/A

UDN

-0.71%

10Y(CAGR)

AIEQ

N/A

UDN

-0.44%

Max(CAGR)

Winner

AIEQ

+15.87%

UDN

-0.73%

AIEQ vs UDN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AIEQ	UDN
2026	+9.00%	-0.66%
2025	+13.97%	+13.17%
2024	+14.21%	-3.79%
2023	N/A	+5.97%
2022	N/A	-7.36%
2021	N/A	-7.03%
2020	N/A	+6.61%
2019	N/A	-0.26%
2018	N/A	-5.53%
2017	N/A	+10.51%
2016	N/A	-4.35%
2015	N/A	-9.04%
2014	N/A	-11.71%
2013	N/A	-0.44%
2012	N/A	+0.44%
2011	N/A	-0.52%
2010	N/A	-2.27%
2009	N/A	+6.00%
2008	N/A	-5.24%
2007	N/A	+11.41%

AIEQ vs UDN Drawdown Comparison

The maximum drawdown for AIEQ was -24.19%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.

The maximum drawdown for UDN was -41.68%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current AIEQ drawdown is -2.07%. The current UDN drawdown is -27.84%.

Rank	AIEQ	UDN
#1	-24.19% Feb 18, 2025 - Jul 1, 2025	-41.68% Mar 17, 2008 - Sep 27, 2022
#2	-13.27% Jul 16, 2024 - Oct 14, 2024	-3.75% Nov 26, 2007 - Jan 30, 2008
#3	-9.11% Feb 11, 2026 - Apr 15, 2026	-2.48% Jan 30, 2008 - Feb 26, 2008
#4	-8.41% Mar 28, 2024 - Jul 2, 2024	-1.77% Jul 24, 2007 - Sep 6, 2007
#5	-6.89% Oct 28, 2025 - Feb 11, 2026	-1.54% Apr 30, 2007 - Jun 29, 2007
#6	-5.41% Dec 4, 2024 - Jan 23, 2025	-1.31% Sep 28, 2007 - Oct 18, 2007
#7	-4.09% Jun 1, 2026 - Jun 10, 2026	-1.06% Nov 8, 2007 - Nov 21, 2007
#8	-3.57% Feb 15, 2024 - Mar 21, 2024	-0.80% Oct 19, 2007 - Oct 25, 2007
#9	-3.16% Feb 12, 2024 - Feb 15, 2024	-0.62% Mar 10, 2008 - Mar 12, 2008
#10	-2.94% Jul 25, 2025 - Aug 13, 2025	-0.60% Mar 1, 2007 - Mar 13, 2007
#11	-2.87% Jan 29, 2024 - Feb 8, 2024	-0.55% Mar 21, 2007 - Apr 2, 2007
#12	-2.73% Oct 18, 2024 - Nov 6, 2024	-0.50% Oct 31, 2007 - Nov 6, 2007
#13	-2.68% Oct 8, 2025 - Oct 21, 2025	-0.39% Apr 2, 2007 - Apr 5, 2007
#14	-2.48% Jan 23, 2025 - Feb 13, 2025	-0.39% Apr 25, 2007 - Apr 30, 2007
#15	-2.34% May 14, 2026 - May 26, 2026	-0.38% Apr 5, 2007 - Apr 10, 2007

Correlation

Correlation between AIEQ and UDN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2007 - 2025)

AIEQ vs UDN dividend yield comparison.

Year	AIEQ	UDN
2025	0.43%	2.94%
2024	0.65%	5.33%
2023	0.00%	5.21%
2022	0.00%	0.69%
2019	0.00%	1.38%
2018	0.00%	1.26%
2017	0.00%	0.11%
2008	0.00%	0.57%
2007	0.00%	1.45%

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AIEQ vs UDN

AIEQ vs UDN - Performance Comparison

Key Characteristics

AIEQ vs UDN - Holdings Comparison

AIEQ vs UDN - Historical Returns

AIEQ vs UDN - Annual Returns (2007 - 2026)

AIEQ vs UDN Drawdown Comparison

Correlation

Dividend Comparison (2007 - 2025)

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