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NDIV vs DGRO

Amplify Energy & Natural Resources Covered Call ETF vs iShares Core Dividend Growth ETF

NDIV

Amplify Energy & Natural Resources Covered Call ETF

Annual cost

0.59%

Fund size

$29M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

NDIV is an alternative ETF, while DGRO is an equity ETF. NDIV charges 0.59% a year and DGRO 0.08%.

  • NDIV is an alternative fund, while DGRO is an equity fund. They carry different risk/return profiles.
  • NDIV follows a option income strategy; DGRO uses index tracking.
  • NDIV covers global markets; DGRO covers North America.
  • DGRO costs 0.51% less per year.
  • DGRO is much larger than NDIV. Larger funds are usually more liquid and less likely to close.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NDIVDGRO
Annual cost (TER)0.59%0.08%
Fund size (AUM)$29M$40.5B
Since20222014
Dividend yield6.62%1.96%
Asset classalternativeequity
Regionglobalnorth america
Strategyoption incomeindex tracking
CAGR 1Y+27.3%+23.0%
CAGR 3Y+18.0%+17.3%
CAGR 5YN/A+10.8%
Sharpe 3Y0.781.11
Volatility 1Y20.00%9.59%
Max drawdown-19.73%-35.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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