AIVC vs TRTY
Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and CAMBRIA TRINITY ETF (TRTY, ETF).
5-Year PerformanceAIVC has outperformed TRTY, delivering a return of +17.4% compared to +5.8%
AIVC vs TRTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVC
$74M
Winner
TRTY
$74M
Expense Ratio
AIVC
0.59%
Winner
TRTY
0.46%
Max Drawdown
AIVC
56.11%
Winner
TRTY
23.33%
Sharpe Ratio
Winner
AIVC
2.58
TRTY
1.70
5Y Beta
AIVC
1.56
Winner
TRTY
0.41
P/E Ratio
AIVC
56.35
TRTY
N/A
Forward P/E
AIVC
28.02
TRTY
N/A
PEG Ratio
AIVC
0.36
TRTY
N/A
5Y Dividends CAGR
AIVC
-10.05%
Winner
TRTY
16.32%
5Y EPS CAGR
AIVC
22.98%
TRTY
N/A
Debt to Equity
AIVC
-178.92%
TRTY
N/A
P/S Ratio
AIVC
5.22
TRTY
N/A
P/B Ratio
AIVC
7.17
TRTY
N/A
AIVC vs TRTY - Holdings Comparison
AIVC and TRTY have 1 common holdings. Overlap is 0.00%
AIVC's top 25 holdings weight is 64.66%. TRTY's top 25 holdings weight is 92.77%.
| Rank | AIVC | TRTY |
|---|---|---|
| #1 | MEDIATEK INC (n/a) - 4.41% | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) - 8.31% |
| #2 | MICRON TECHNOLOGY INC (MU) - 3.59% | CAMBRIA GLOBAL VALUE ETF (GVAL) - 8.24% |
| #3 | SK HYNIX INC (n/a) - 3.44% | CAMBRIA VALUE AND MOMENTUM ETF (VAMO) - 7.46% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 3.40% | CAMBRIA EMERGING SHAREHOLDER YIELD ETF (EYLD) - 6.75% |
| #5 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% | VANGUARD INTMDT-TERM TRS ETF (VGIT) - 6.34% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.89% | CAMBRIA CHESAPEAKE PURE TREND ETF (MFUT) - 6.26% |
| #7 | QUALCOMM INC (QCOM) - 2.88% | CAMBRIA TACTICAL YIELD ETF (TYLD) - 5.70% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 2.85% | STATE STREETSPDRBBGENHRLYLDCMDSTRNOK1ETF (CERY) - 4.61% |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.81% | CAMBRIA GLOBAL REAL ESTATE ETF (BLDG) - 3.87% |
| #10 | DATADOG INC CLASS A (DDOG) - 2.73% | CAMBRIA MICRO AND SMCP SHLD YLD ETF (MYLD) - 3.10% |
| #11 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.62% | JPMORGAN USD EMERGING MKTS SVR BD ETF (JPMB) - 2.84% |
| #12 | WESTERN DIGITAL CORP (WDC) - 2.61% | VANECK JPMORGAN EMLCL CCY BD ETF (EMLC) - 2.79% |
| #13 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.57% | GRIZZLE GROWTH ETF (DARP) - 2.39% |
| #14 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.36% | INVESCO DB BASE METALS (DBB) - 2.13% |
| #15 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.27% | FLEXSHARES MSTAR GLBL UPSTRM NAT RES ETF (GUNR) - 2.09% |
| #16 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.17% | IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF) - 2.07% |
| #17 | COHERENT CORP (COHR) - 2.17% | CAMBRIA SHAREHOLDER YIELD ETF (SYLD) - 2.07% |
| #18 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.01% | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 2.05% |
| #19 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.00% | ISHARES GLOBAL ENERGY ETF (IXC) - 2.04% |
| #20 | SYNOPSYS INC (SNPS) - 1.98% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 2.02% |
| #21 | NETAPP INC (NTAP) - 1.97% | ISHARES GLOBAL INDUSTRIALS ETF (EXI) - 2.01% |
| #22 | BROADCOM INC (AVGO) - 1.97% | INVESCO DB ENERGY (DBE) - 1.94% |
| #23 | CIENA CORP (CIEN) - 1.97% | STATESTREET®SPDR®FTSEINTGOVINFPROTDBDETF (WIP) - 1.91% |
| #24 | ALPHABET INC CLASS A (GOOGL) - 1.93% | SCHWAB US TIPS ETF„¢ (SCHP) - 1.90% |
| #25 | ORACLE CORP (ORCL) - 1.93% | VANGUARD TOTAL BOND MARKET ETF (BND) - 1.88% |
| Total Holdings | 49 | 33 |
AIVC vs TRTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIVC
+12.37%
TRTY
-0.91%
3M
Winner
AIVC
+61.37%
TRTY
+3.49%
6M
Winner
AIVC
+66.73%
TRTY
+10.24%
1Y
Winner
AIVC
+124.04%
TRTY
+21.85%
5Y(CAGR)
Winner
AIVC
+17.37%
TRTY
+5.78%
10Y(CAGR)
AIVC
+16.31%
TRTY
N/A
Max(CAGR)
Winner
AIVC
+16.07%
TRTY
+6.26%
AIVC vs TRTY - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | AIVC | TRTY |
|---|---|---|
| 2026 | +61.86% | +8.99% |
| 2025 | +39.66% | +15.86% |
| 2024 | +22.20% | +4.36% |
| 2023 | +38.41% | +4.73% |
| 2022 | -38.20% | -3.64% |
| 2021 | -4.99% | +15.88% |
| 2020 | +39.68% | +1.16% |
| 2019 | +26.97% | +8.24% |
| 2018 | -19.55% | -5.75% |
| 2017 | +35.82% | N/A |
| 2016 | +7.31% | N/A |
AIVC vs TRTY Drawdown Comparison
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The maximum drawdown for TRTY was -22.35%, occurring on Mar 19, 2020. Recovery took 240 trading sessions.
The current AIVC drawdown is -9.12%. The current TRTY drawdown is -1.03%.
| Rank | AIVC | TRTY |
|---|---|---|
| #1 | -56.11% Feb 9, 2021 - Sep 9, 2025 | -22.35% Jan 17, 2020 - Dec 30, 2020 |
| #2 | -41.60% Feb 12, 2020 - Jun 22, 2020 | -13.72% Mar 18, 2022 - May 15, 2024 |
| #3 | -28.59% Sep 18, 2018 - Jan 13, 2020 | -9.25% Nov 29, 2024 - Jun 11, 2025 |
| #4 | -14.11% Nov 3, 2025 - Jan 27, 2026 | -7.75% Sep 26, 2018 - Dec 12, 2019 |
| #5 | -13.37% Jun 2, 2026 - Jun 10, 2026 | -6.46% Nov 5, 2021 - Jan 12, 2022 |
| #6 | -13.33% Aug 24, 2016 - Mar 17, 2017 | -6.05% Jun 8, 2021 - Oct 20, 2021 |
| #7 | -12.80% Jan 28, 2026 - Apr 8, 2026 | -5.80% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -12.55% Oct 13, 2020 - Nov 25, 2020 | -5.49% Feb 27, 2026 - Apr 30, 2026 |
| #9 | -11.05% Apr 27, 2016 - Aug 8, 2016 | -4.06% Mar 15, 2021 - Apr 15, 2021 |
| #10 | -10.82% Jan 26, 2018 - Sep 11, 2018 | -3.90% Jan 12, 2022 - Mar 2, 2022 |
| #11 | -10.64% Sep 1, 2020 - Oct 9, 2020 | -3.73% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -8.10% Aug 5, 2020 - Aug 28, 2020 | -3.04% Mar 8, 2022 - Mar 18, 2022 |
| #13 | -7.58% Nov 6, 2017 - Jan 4, 2018 | -2.89% May 7, 2021 - Jun 1, 2021 |
| #14 | -7.30% Jul 9, 2020 - Aug 3, 2020 | -2.81% May 20, 2024 - Jul 12, 2024 |
| #15 | -5.36% Oct 8, 2025 - Oct 20, 2025 | -2.79% Oct 1, 2024 - Nov 25, 2024 |
Correlation
Correlation between AIVC and TRTY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2016 - 2026)
AIVC vs TRTY dividend yield comparison.
| Year | AIVC | TRTY |
|---|---|---|
| 2026 | 0.00% | 0.73% |
| 2025 | 0.17% | 2.86% |
| 2024 | 0.21% | 3.55% |
| 2023 | 0.00% | 3.24% |
| 2022 | 0.00% | 5.17% |
| 2021 | 0.00% | 4.52% |
| 2020 | 0.39% | 1.99% |
| 2019 | 1.16% | 2.64% |
| 2018 | 0.38% | 1.07% |
| 2017 | 0.92% | 0.00% |
| 2016 | 0.64% | 0.00% |
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