AIVC vs JDST

Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and Direxion Daily Junior Gold Miners Index Bear -2X Shares (JDST, ETF).

5-Year PerformanceAIVC has outperformed JDST, delivering a return of +18.1% compared to -50.2%

AIVC vs JDST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVC(ETF)	JDST(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.59%	N/A
Max Drawdown	56.11%	100.00%
Sharpe Ratio	2.68	-0.98
5Y Beta	1.55	0.00
P/E Ratio	64.19	N/A
Forward P/E	31.95	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	-10.05%	-48.19%
5Y EPS CAGR	21.01%	N/A
Debt to Equity	-12.32%	N/A
P/S Ratio	5.18	N/A
P/B Ratio	7.13	N/A

Net Assets

AIVC

$44M

JDST

$44M

Expense Ratio

AIVC

0.59%

JDST

N/A

Max Drawdown

Winner

AIVC

56.11%

JDST

100.00%

Sharpe Ratio

Winner

AIVC

2.68

JDST

-0.98

5Y Beta

AIVC

1.55

Winner

JDST

0.00

P/E Ratio

AIVC

64.19

JDST

N/A

Forward P/E

AIVC

31.95

JDST

N/A

PEG Ratio

AIVC

0.41

JDST

N/A

5Y Dividends CAGR

Winner

AIVC

-10.05%

JDST

-48.19%

5Y EPS CAGR

AIVC

21.01%

JDST

N/A

Debt to Equity

AIVC

-12.32%

JDST

N/A

P/S Ratio

AIVC

5.18

JDST

N/A

P/B Ratio

AIVC

7.13

JDST

N/A

AIVC vs JDST - Holdings Comparison

AIVC and JDST have 0 common holdings. Overlap is 0.00%

AIVC's top 25 holdings weight is 64.66%. JDST's top 25 holdings weight is 37.13%.

Rank	AIVC	JDST
#1	MEDIATEK INC (n/a) - 4.41%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 37.13%
#2	MICRON TECHNOLOGY INC (MU) - 3.59%	N/A
#3	SK HYNIX INC (n/a) - 3.44%	N/A
#4	ADVANCED MICRO DEVICES INC (AMD) - 3.40%	N/A
#5	CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13%	N/A
#6	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.89%	N/A
#7	QUALCOMM INC (QCOM) - 2.88%	N/A
#8	MARVELL TECHNOLOGY INC (MRVL) - 2.85%	N/A
#9	NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.81%	N/A
#10	DATADOG INC CLASS A (DDOG) - 2.73%	N/A
#11	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.62%	N/A
#12	WESTERN DIGITAL CORP (WDC) - 2.61%	N/A
#13	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.57%	N/A
#14	SAMSUNG ELECTRONICS CO LTD (n/a) - 2.36%	N/A
#15	HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.27%	N/A
#16	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.17%	N/A
#17	COHERENT CORP (COHR) - 2.17%	N/A
#18	CADENCE DESIGN SYSTEMS INC (CDNS) - 2.01%	N/A
#19	HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.00%	N/A
#20	SYNOPSYS INC (SNPS) - 1.98%	N/A
#21	NETAPP INC (NTAP) - 1.97%	N/A
#22	BROADCOM INC (AVGO) - 1.97%	N/A
#23	CIENA CORP (CIEN) - 1.97%	N/A
#24	ALPHABET INC CLASS A (GOOGL) - 1.93%	N/A
#25	ORACLE CORP (ORCL) - 1.93%	N/A
Total Holdings	49	1

AIVC vs JDST - Historical Returns

Returns include dividend reinvestment.

Period	AIVC	JDST
1 month	+13.80%	+14.18%
3 months	+57.56%	+46.09%
6 months	+59.68%	-33.10%
1 year	+124.77%	-75.58%
5 years(CAGR)	+18.10%	-50.20%
10 years(CAGR)	+15.93%	-63.71%
Max(CAGR)	+15.92%	-69.23%

AIVC

+13.80%

Winner

JDST

+14.18%

Winner

AIVC

+57.56%

JDST

+46.09%

Winner

AIVC

+59.68%

JDST

-33.10%

Winner

AIVC

+124.77%

JDST

-75.58%

5Y(CAGR)

Winner

AIVC

+18.10%

JDST

-50.20%

10Y(CAGR)

Winner

AIVC

+15.93%

JDST

-63.71%

Max(CAGR)

Winner

AIVC

+15.92%

JDST

-69.23%

AIVC vs JDST - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AIVC	JDST
2026	+59.24%	-18.46%
2025	+39.66%	-90.16%
2024	+22.20%	-42.94%
2023	+38.41%	-23.51%
2022	-38.20%	-29.38%
2021	-4.99%	+29.27%
2020	+39.68%	-95.91%
2019	+26.97%	-80.12%
2018	-19.55%	+7.11%
2017	+35.82%	-55.18%
2016	+7.31%	-97.41%
2015	N/A	-45.81%
2014	N/A	-69.62%
2013	N/A	+55.72%

AIVC vs JDST Drawdown Comparison

The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.

The maximum drawdown for JDST was -100.00%, occurring on Feb 27, 2026. This drawdown has not yet recovered.

The current AIVC drawdown is -10.60%. The current JDST drawdown is -100.00%.

Rank	AIVC	JDST
#1	-56.11% Feb 9, 2021 - Sep 9, 2025	-100.00% Dec 6, 2013 - Feb 27, 2026
#2	-41.60% Feb 12, 2020 - Jun 22, 2020	-45.71% Oct 11, 2013 - Nov 22, 2013
#3	-28.59% Sep 18, 2018 - Jan 13, 2020	-11.98% Nov 27, 2013 - Dec 2, 2013
#4	-14.11% Nov 3, 2025 - Jan 27, 2026	-9.90% Dec 3, 2013 - Dec 6, 2013
#5	-13.33% Aug 24, 2016 - Mar 17, 2017	N/A
#6	-12.80% Jan 28, 2026 - Apr 8, 2026	N/A
#7	-12.55% Oct 13, 2020 - Nov 25, 2020	N/A
#8	-11.05% Apr 27, 2016 - Aug 8, 2016	N/A
#9	-10.82% Jan 26, 2018 - Sep 11, 2018	N/A
#10	-10.64% Sep 1, 2020 - Oct 9, 2020	N/A
#11	-10.60% Jun 2, 2026 - Jun 5, 2026	N/A
#12	-8.10% Aug 5, 2020 - Aug 28, 2020	N/A
#13	-7.58% Nov 6, 2017 - Jan 4, 2018	N/A
#14	-7.30% Jul 9, 2020 - Aug 3, 2020	N/A
#15	-5.36% Oct 8, 2025 - Oct 20, 2025	N/A

Correlation

Correlation between AIVC and JDST is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28

-101

Dividend Comparison (2014 - 2026)

AIVC vs JDST dividend yield comparison.

Year	AIVC	JDST
2026	0.00%	1.46%
2025	0.17%	15.08%
2024	0.21%	6.49%
2023	0.00%	4.81%
2021	0.00%	0.00%
2020	0.39%	11.74%
2019	1.16%	3.16%
2018	0.38%	0.57%
2017	0.92%	0.00%
2016	0.64%	0.00%
2014	0.00%	6.06%