IYLD vs AIVC
Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF).
5-Year PerformanceAIVC has outperformed IYLD, delivering a return of +15.7% compared to +3.3%
IYLD vs AIVC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYLD
$126M
Winner
AIVC
$127M
Expense Ratio
Winner
IYLD
0.50%
AIVC
0.59%
Max Drawdown
Winner
IYLD
34.52%
AIVC
56.11%
Sharpe Ratio
IYLD
1.48
Winner
AIVC
1.99
5Y Beta
Winner
IYLD
0.25
AIVC
1.60
P/E Ratio
IYLD
N/A
AIVC
52.51
Forward P/E
IYLD
N/A
AIVC
22.70
PEG Ratio
IYLD
N/A
AIVC
0.23
5Y Dividends CAGR
Winner
IYLD
2.51%
AIVC
-10.05%
5Y EPS CAGR
IYLD
N/A
AIVC
25.05%
Debt to Equity
IYLD
N/A
AIVC
-217.80%
P/S Ratio
IYLD
N/A
AIVC
4.93
P/B Ratio
IYLD
N/A
AIVC
6.87
IYLD vs AIVC - Holdings Comparison
IYLD and AIVC have 0 common holdings. Overlap is 0.00%
IYLD's top 25 holdings weight is 99.88%. AIVC's top 25 holdings weight is 66.58%.
| Rank | IYLD | AIVC |
|---|---|---|
| #1 | ISHARES LATIN AMERICA 40 ETF (ILF) - 15.88% | MICRON TECHNOLOGY INC (MU) - 3.93% |
| #2 | ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) - 15.01% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.84% |
| #3 | ISHARES FLOATING RATE BOND ETF (FLOT) - 14.82% | ADVANCED MICRO DEVICES INC (AMD) - 3.69% |
| #4 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 14.69% | MEDIATEK INC (n/a) - 3.63% |
| #5 | ISHARES PREFERRED&INCOME SECURITIES ETF (PFF) - 14.25% | DATADOG INC CLASS A (DDOG) - 3.30% |
| #6 | ISHARES MSCI EAFE VALUE ETF (EFV) - 5.33% | SK HYNIX INC (n/a) - 3.23% |
| #7 | ISHARES JP MORGAN EM LOCAL CCY BD ETF (LEMB) - 5.15% | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% |
| #8 | ISHARES AGENCY BOND ETF (AGZ) - 5.01% | MARVELL TECHNOLOGY INC (MRVL) - 3.04% |
| #9 | ISHARES JP MORGAN EM CORPORATE BOND ETF (CEMB) - 4.93% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.00% |
| #10 | ISHARES GLOBAL REIT ETF (REET) - 4.81% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.95% |
| #11 | N/A | WESTERN DIGITAL CORP (WDC) - 2.80% |
| #12 | N/A | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.66% |
| #13 | N/A | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.61% |
| #14 | N/A | NETAPP INC (NTAP) - 2.47% |
| #15 | N/A | GITLAB INC CLASS A (GTLB) - 2.14% |
| #16 | N/A | ARISTA NETWORKS INC (ANET) - 2.11% |
| #17 | N/A | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.10% |
| #18 | N/A | QUALCOMM INC (QCOM) - 2.06% |
| #19 | N/A | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.06% |
| #20 | N/A | MONGODB INC CLASS A (MDB) - 2.00% |
| #21 | N/A | ADVANTEST CORP (n/a) - 1.99% |
| #22 | N/A | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.98% |
| #23 | N/A | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 1.96% |
| #24 | N/A | QUANTA COMPUTER INC (n/a) - 1.95% |
| #25 | N/A | ASML HOLDING NV (n/a) - 1.95% |
| Total Holdings | 10 | 48 |
IYLD vs AIVC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYLD
+0.25%
AIVC
-10.73%
3M
IYLD
+1.49%
Winner
AIVC
+23.76%
6M
IYLD
+2.94%
Winner
AIVC
+50.24%
1Y
IYLD
+12.68%
Winner
AIVC
+92.59%
5Y(CAGR)
IYLD
+3.27%
Winner
AIVC
+15.71%
10Y(CAGR)
IYLD
+3.78%
Winner
AIVC
+15.48%
Max(CAGR)
IYLD
+4.34%
Winner
AIVC
+15.25%
IYLD vs AIVC - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IYLD | AIVC |
|---|---|---|
| 2026 | +5.09% | +52.83% |
| 2025 | +15.02% | +39.66% |
| 2024 | +3.69% | +22.20% |
| 2023 | +12.27% | +38.41% |
| 2022 | -16.22% | -38.20% |
| 2021 | +3.72% | -4.99% |
| 2020 | -1.66% | +39.68% |
| 2019 | +15.57% | +26.97% |
| 2018 | -4.67% | -19.55% |
| 2017 | +10.40% | +35.82% |
| 2016 | +10.26% | +7.31% |
| 2015 | -4.94% | N/A |
| 2014 | +10.28% | N/A |
| 2013 | -0.31% | N/A |
| 2012 | +9.00% | N/A |
IYLD vs AIVC Drawdown Comparison
The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The current IYLD drawdown is -0.18%. The current AIVC drawdown is -14.20%.
| Rank | IYLD | AIVC |
|---|---|---|
| #1 | -30.23% Feb 20, 2020 - Sep 2, 2021 | -56.11% Feb 9, 2021 - Sep 9, 2025 |
| #2 | -22.58% Sep 15, 2021 - Apr 29, 2025 | -41.60% Feb 12, 2020 - Jun 22, 2020 |
| #3 | -11.74% Apr 27, 2015 - Jun 8, 2016 | -28.59% Sep 18, 2018 - Jan 13, 2020 |
| #4 | -11.06% May 2, 2013 - Apr 8, 2014 | -17.86% Jun 2, 2026 - Jul 20, 2026 |
| #5 | -7.04% Jan 26, 2018 - Jan 31, 2019 | -14.11% Nov 3, 2025 - Jan 27, 2026 |
| #6 | -5.20% Sep 7, 2016 - Feb 21, 2017 | -13.33% Aug 24, 2016 - Mar 17, 2017 |
| #7 | -4.63% Feb 25, 2026 - Jul 6, 2026 | -12.80% Jan 28, 2026 - Apr 8, 2026 |
| #8 | -3.81% Aug 29, 2014 - Feb 3, 2015 | -12.55% Oct 13, 2020 - Nov 25, 2020 |
| #9 | -2.86% Feb 25, 2015 - Apr 15, 2015 | -11.05% Apr 27, 2016 - Aug 8, 2016 |
| #10 | -2.59% Jul 24, 2019 - Sep 20, 2019 | -10.82% Jan 26, 2018 - Sep 11, 2018 |
| #11 | -2.41% Oct 17, 2012 - Dec 5, 2012 | -10.64% Sep 1, 2020 - Oct 9, 2020 |
| #12 | -2.38% Apr 23, 2019 - Jun 18, 2019 | -8.10% Aug 5, 2020 - Aug 28, 2020 |
| #13 | -2.34% Jun 8, 2016 - Jun 30, 2016 | -7.58% Nov 6, 2017 - Jan 4, 2018 |
| #14 | -2.00% Oct 17, 2017 - Dec 8, 2017 | -7.30% Jul 9, 2020 - Aug 3, 2020 |
| #15 | -1.98% Jul 23, 2014 - Aug 19, 2014 | -5.36% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between IYLD and AIVC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2012 - 2026)
IYLD vs AIVC dividend yield comparison.
| Year | IYLD | AIVC |
|---|---|---|
| 2026 | 2.21% | 0.00% |
| 2025 | 4.72% | 0.17% |
| 2024 | 5.32% | 0.21% |
| 2023 | 5.76% | 0.00% |
| 2022 | 5.45% | 0.00% |
| 2021 | 3.47% | 0.00% |
| 2020 | 4.38% | 0.39% |
| 2019 | 5.25% | 1.16% |
| 2018 | 5.78% | 0.38% |
| 2017 | 4.22% | 0.92% |
| 2016 | 4.84% | 0.64% |
| 2015 | 5.26% | 0.00% |
| 2014 | 6.33% | 0.00% |
| 2013 | 6.29% | 0.00% |
| 2012 | 3.89% | 0.00% |
Select Stocks to Compare
Popular: IYLD vs SPYAIVC vs SPY
More Comparisons
Compare with similar stocks