HYUP vs AIVC

Comparison between XTRACKERS HIGH BETA HIGH YIELD BOND ETF (HYUP, ETF) and AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF).

5-Year PerformanceAIVC has outperformed HYUP, delivering a return of +18.1% compared to +4.3%

HYUP vs AIVC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYUP(ETF)	AIVC(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.20%	0.59%
Max Drawdown	26.54%	56.11%
Sharpe Ratio	0.76	2.68
5Y Beta	0.27	1.55
P/E Ratio	N/A	64.19
Forward P/E	N/A	31.95
PEG Ratio	N/A	0.41
5Y Dividends CAGR	-1.93%	-10.05%
5Y EPS CAGR	N/A	21.01%
Debt to Equity	N/A	-12.32%
P/S Ratio	N/A	5.18
P/B Ratio	N/A	7.13

Net Assets

HYUP

$44M

Winner

AIVC

$44M

Expense Ratio

Winner

HYUP

0.20%

AIVC

0.59%

Max Drawdown

Winner

HYUP

26.54%

AIVC

56.11%

Sharpe Ratio

HYUP

0.76

Winner

AIVC

2.68

5Y Beta

Winner

HYUP

0.27

AIVC

1.55

P/E Ratio

HYUP

N/A

AIVC

64.19

Forward P/E

HYUP

N/A

AIVC

31.95

PEG Ratio

HYUP

N/A

AIVC

0.41

5Y Dividends CAGR

Winner

HYUP

-1.93%

AIVC

-10.05%

5Y EPS CAGR

HYUP

N/A

AIVC

21.01%

Debt to Equity

HYUP

N/A

AIVC

-12.32%

P/S Ratio

HYUP

N/A

AIVC

5.18

P/B Ratio

HYUP

N/A

AIVC

7.13

HYUP vs AIVC - Historical Returns

Returns include dividend reinvestment.

Period	HYUP	AIVC
1 month	+0.19%	+13.80%
3 months	+0.87%	+57.56%
6 months	+1.94%	+59.68%
1 year	+7.25%	+124.77%
5 years(CAGR)	+4.33%	+18.10%
10 years(CAGR)	+4.97%	+15.93%
Max(CAGR)	+4.97%	+15.92%

HYUP

+0.19%

Winner

AIVC

+13.80%

HYUP

+0.87%

Winner

AIVC

+57.56%

HYUP

+1.94%

Winner

AIVC

+59.68%

HYUP

+7.25%

Winner

AIVC

+124.77%

5Y(CAGR)

HYUP

+4.33%

Winner

AIVC

+18.10%

10Y(CAGR)

HYUP

+4.97%

Winner

AIVC

+15.93%

Max(CAGR)

HYUP

+4.97%

Winner

AIVC

+15.92%

HYUP vs AIVC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HYUP	AIVC
2026	+1.55%	+59.24%
2025	+8.53%	+39.66%
2024	+10.78%	+22.20%
2023	+14.23%	+38.41%
2022	-13.30%	-38.20%
2021	+5.32%	-4.99%
2020	+5.52%	+39.68%
2019	+16.54%	+26.97%
2018	-3.92%	-19.55%
2017	N/A	+35.82%
2016	N/A	+7.31%

HYUP vs AIVC Drawdown Comparison

The maximum drawdown for HYUP was -24.79%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

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

The current HYUP drawdown is -0.61%. The current AIVC drawdown is -10.60%.

Rank	HYUP	AIVC
#1	-24.79% Feb 20, 2020 - Nov 9, 2020	-56.11% Feb 9, 2021 - Sep 9, 2025
#2	-18.06% Dec 27, 2021 - Mar 4, 2024	-41.60% Feb 12, 2020 - Jun 22, 2020
#3	-7.62% Oct 2, 2018 - Feb 25, 2019	-28.59% Sep 18, 2018 - Jan 13, 2020
#4	-6.03% Feb 28, 2025 - May 29, 2025	-14.11% Nov 3, 2025 - Jan 27, 2026
#5	-3.06% Jan 24, 2018 - Jul 3, 2018	-13.33% Aug 24, 2016 - Mar 17, 2017
#6	-3.05% Feb 20, 2026 - Apr 14, 2026	-12.80% Jan 28, 2026 - Apr 8, 2026
#7	-2.79% Nov 5, 2021 - Dec 23, 2021	-12.55% Oct 13, 2020 - Nov 25, 2020
#8	-2.58% Mar 20, 2024 - May 15, 2024	-11.05% Apr 27, 2016 - Aug 8, 2016
#9	-2.30% Apr 26, 2019 - Jun 18, 2019	-10.82% Jan 26, 2018 - Sep 11, 2018
#10	-2.22% Jul 3, 2019 - Sep 5, 2019	-10.64% Sep 1, 2020 - Oct 9, 2020
#11	-2.02% Sep 16, 2019 - Nov 4, 2019	-10.60% Jun 2, 2026 - Jun 5, 2026
#12	-1.85% Jan 16, 2020 - Feb 12, 2020	-8.10% Aug 5, 2020 - Aug 28, 2020
#13	-1.76% Jul 31, 2024 - Aug 13, 2024	-7.58% Nov 6, 2017 - Jan 4, 2018
#14	-1.76% Dec 6, 2024 - Jan 16, 2025	-7.30% Jul 9, 2020 - Aug 3, 2020
#15	-1.68% Sep 29, 2025 - Oct 27, 2025	-5.36% Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between HYUP and AIVC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2016 - 2026)

HYUP vs AIVC dividend yield comparison.

Year	HYUP	AIVC
2026	3.01%	0.00%
2025	7.44%	0.17%
2024	7.78%	0.21%
2023	7.48%	0.00%
2022	7.15%	0.00%
2021	6.19%	0.00%
2020	6.89%	0.39%
2019	6.78%	1.16%
2018	6.98%	0.38%
2017	0.00%	0.92%
2016	0.00%	0.64%