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SWP vs DIVO

SWP Growth & Income ETF vs Amplify CWP Enhanced Dividend Income ETF

SWP

SWP Growth & Income ETF

Annual cost

0.99%

Fund size

$154M

DIVO

Amplify CWP Enhanced Dividend Income ETF

Annual cost

0.56%

Fund size

$7.1B

Key differences

Both SWP and DIVO are alternative ETFs. SWP charges 0.99% a year and DIVO 0.56%. The main difference: DIVO costs 0.43% less per year.

  • DIVO costs 0.43% less per year.
  • DIVO is much larger than SWP. Larger funds are usually more liquid and less likely to close.
  • DIVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SWPDIVO
Annual cost (TER)0.99%0.56%
Fund size (AUM)$154M$7.1B
Since20242016
Dividend yield3.94%0.40%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.1%+18.8%
CAGR 3YN/A+15.8%
CAGR 5YN/A+10.9%
Sharpe 3YN/A1.09
Volatility 1Y12.08%9.20%
Max drawdown-16.41%-30.04%

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

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