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SWP vs IDVO

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

SWP

SWP Growth & Income ETF

Annual cost

0.99%

Fund size

$154M

IDVO

Amplify CWP International Enhanced Dividend Income ETF

Annual cost

0.65%

Fund size

$1.2B

Key differences

Both SWP and IDVO are alternative ETFs. SWP charges 0.99% a year and IDVO 0.65%. The main difference: IDVO costs 0.34% less per year.

  • IDVO costs 0.34% less per year.
  • IDVO is much larger than SWP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SWPIDVO
Annual cost (TER)0.99%0.65%
Fund size (AUM)$154M$1.2B
Since20242022
Dividend yield3.94%5.51%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+21.1%+35.5%
CAGR 3YN/A+23.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.19
Volatility 1Y12.08%16.40%
Max drawdown-16.41%-15.46%

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

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