AIVC vs INCE
Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).
5-Year PerformanceAIVC has outperformed INCE, delivering a return of +15.7% compared to +10.3%
AIVC vs INCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AIVC
$127M
INCE
$126M
Expense Ratio
AIVC
0.59%
Winner
INCE
0.29%
Max Drawdown
AIVC
56.11%
Winner
INCE
34.12%
Sharpe Ratio
Winner
AIVC
1.99
INCE
1.81
5Y Beta
AIVC
1.60
Winner
INCE
0.54
P/E Ratio
AIVC
52.51
Winner
INCE
22.85
Forward P/E
AIVC
22.70
Winner
INCE
18.20
PEG Ratio
Winner
AIVC
0.23
INCE
0.79
5Y Dividends CAGR
AIVC
-10.05%
Winner
INCE
37.38%
5Y EPS CAGR
Winner
AIVC
25.05%
INCE
4.74%
Debt to Equity
Winner
AIVC
-217.80%
INCE
-53.80%
P/S Ratio
AIVC
4.93
Winner
INCE
3.06
P/B Ratio
AIVC
6.87
Winner
INCE
3.92
AIVC vs INCE - Holdings Comparison
AIVC and INCE have 4 common holdings. Overlap is 2.02%
AIVC's top 25 holdings weight is 66.58%. INCE's top 25 holdings weight is 48.87%.
| Rank | AIVC | INCE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.93% | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 3.63% |
| #2 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.84% | CHEVRON CORP (CVX) - 2.97% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 3.69% | PEPSICO INC (PEP) - 2.69% |
| #4 | MEDIATEK INC (n/a) - 3.63% | SOUTHERN CO (SO) - 2.65% |
| #5 | DATADOG INC CLASS A (DDOG) - 3.30% | PROCTER & GAMBLE CO (PG) - 2.59% |
| #6 | SK HYNIX INC (n/a) - 3.23% | n/a (n/a) - 2.38% |
| #7 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% | VERIZON COMMUNICATIONS INC (VZ) - 2.25% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 3.04% | LOCKHEED MARTIN CORP (LMT) - 2.25% |
| #9 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.00% | n/a (n/a) - 2.09% |
| #10 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.95% | TORONTO DOMINION BK PFD 821.97% (n/a) - 1.93% |
| #11 | WESTERN DIGITAL CORP (WDC) - 2.80% | MERRILL LYNCH B V PFD (n/a) - 1.76% |
| #12 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.66% | JPMORGAN CHASE & CO (JPM) - 1.75% |
| #13 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.61% | CITIGROUP GLOBAL MARKETS 8 10/28/2026 (n/a) - 1.72% |
| #14 | NETAPP INC (NTAP) - 2.47% | UNION PACIFIC CORP (UNP) - 1.69% |
| #15 | GITLAB INC CLASS A (GTLB) - 2.14% | BNP PARIBAS ISSUANCE BV 10 8/28/2026 (n/a) - 1.66% |
| #16 | ARISTA NETWORKS INC (ANET) - 2.11% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.64% |
| #17 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.10% | MORGAN STANLEY FIN II PFD (n/a) - 1.62% |
| #18 | QUALCOMM INC (QCOM) - 2.06% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.60% |
| #19 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.06% | ADI 10 ELN RBC 11/16/26 (n/a) - 1.58% |
| #20 | MONGODB INC CLASS A (MDB) - 2.00% | TEXAS INSTRUMENTS INC (TXN) - 1.57% |
| #21 | ADVANTEST CORP (n/a) - 1.99% | COCA-COLA CO (KO) - 1.52% |
| #22 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.98% | NEE ELN 8.0% BNP 2/10/2027 (n/a) - 1.34% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 1.96% | DUKE ENERGY CORP (DUK) - 1.34% |
| #24 | QUANTA COMPUTER INC (n/a) - 1.95% | n/a (ALB-PRA) - 1.33% |
| #25 | ASML HOLDING NV (n/a) - 1.95% | n/a (NEE-PRS) - 1.32% |
| Total Holdings | 48 | 95 |
AIVC vs INCE - Historical Returns
Returns include dividend reinvestment.
1M
AIVC
-10.73%
Winner
INCE
+0.93%
3M
Winner
AIVC
+23.76%
INCE
+2.66%
6M
Winner
AIVC
+50.24%
INCE
+7.84%
1Y
Winner
AIVC
+92.59%
INCE
+20.21%
5Y(CAGR)
Winner
AIVC
+15.71%
INCE
+10.34%
10Y(CAGR)
Winner
AIVC
+15.48%
INCE
+12.89%
Max(CAGR)
Winner
AIVC
+15.25%
INCE
+12.89%
AIVC vs INCE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | AIVC | INCE |
|---|---|---|
| 2026 | +52.83% | +12.18% |
| 2025 | +39.66% | +15.97% |
| 2024 | +22.20% | +10.95% |
| 2023 | +38.41% | +13.81% |
| 2022 | -38.20% | -8.25% |
| 2021 | -4.99% | +24.91% |
| 2020 | +39.68% | +11.83% |
| 2019 | +26.97% | +32.52% |
| 2018 | -19.55% | -2.03% |
| 2017 | +35.82% | +19.65% |
| 2016 | +7.31% | +1.37% |
AIVC vs INCE Drawdown Comparison
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The current AIVC drawdown is -14.20%. The current INCE drawdown is -1.41%.
| Rank | AIVC | INCE |
|---|---|---|
| #1 | -56.11% Feb 9, 2021 - Sep 9, 2025 | -33.95% Feb 14, 2020 - Sep 2, 2020 |
| #2 | -41.60% Feb 12, 2020 - Jun 22, 2020 | -18.41% Dec 29, 2021 - Nov 30, 2023 |
| #3 | -28.59% Sep 18, 2018 - Jan 13, 2020 | -15.95% Oct 2, 2018 - Mar 1, 2019 |
| #4 | -17.86% Jun 2, 2026 - Jul 20, 2026 | -14.02% Nov 26, 2024 - Jun 30, 2025 |
| #5 | -14.11% Nov 3, 2025 - Jan 27, 2026 | -7.73% Jan 26, 2018 - Jul 26, 2018 |
| #6 | -13.33% Aug 24, 2016 - Mar 17, 2017 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #7 | -12.80% Jan 28, 2026 - Apr 8, 2026 | -6.62% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -12.55% Oct 13, 2020 - Nov 25, 2020 | -5.38% Mar 28, 2024 - Jun 24, 2024 |
| #9 | -11.05% Apr 27, 2016 - Aug 8, 2016 | -5.07% Sep 2, 2021 - Oct 26, 2021 |
| #10 | -10.82% Jan 26, 2018 - Sep 11, 2018 | -5.02% Jul 29, 2019 - Sep 5, 2019 |
| #11 | -10.64% Sep 1, 2020 - Oct 9, 2020 | -4.90% Feb 27, 2026 - Apr 23, 2026 |
| #12 | -8.10% Aug 5, 2020 - Aug 28, 2020 | -4.48% Sep 22, 2016 - Dec 20, 2016 |
| #13 | -7.58% Nov 6, 2017 - Jan 4, 2018 | -4.24% Jan 8, 2021 - Mar 11, 2021 |
| #14 | -7.30% Jul 9, 2020 - Aug 3, 2020 | -3.79% Jul 31, 2024 - Aug 16, 2024 |
| #15 | -5.36% Oct 8, 2025 - Oct 20, 2025 | -3.60% Nov 16, 2021 - Dec 8, 2021 |
Correlation
Correlation between AIVC and INCE is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2016 - 2026)
AIVC vs INCE dividend yield comparison.
| Year | AIVC | INCE |
|---|---|---|
| 2026 | 0.00% | 2.65% |
| 2025 | 0.17% | 4.71% |
| 2024 | 0.21% | 3.25% |
| 2023 | 0.00% | 1.75% |
| 2022 | 0.00% | 1.68% |
| 2021 | 0.00% | 1.41% |
| 2020 | 0.39% | 1.40% |
| 2019 | 1.16% | 1.31% |
| 2018 | 0.38% | 1.55% |
| 2017 | 0.92% | 1.44% |
| 2016 | 0.64% | 0.50% |
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