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COWSAmplify Cash Flow Dividend Leaders ETF

Get income2y track recordRanked #895 of 1,624 in this goal

Seeks investment results that generally track the total return performance of the Kelly US Cash Flow Dividend Leaders Index.

By Amplify ETFs · Launched 2023

Annual Cost

0.19%

#957 of 5,568 · low cost

Fund Size

$34M

#3,917 of 5,568 · small

Dividend YieldGoal

1.60%

Track Record

2 years

#3,148 of 5,568 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,736+27.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Kelly US Cash Flow Dividend Leaders Index

What it actually holds

By weight

Concentration

Top 10 holdings = 24.7% of fundwell diversified

Merck & Co Inc
2.7%
FedEx Corp
2.5%
Genpact Ltd
2.5%
Cognizant Technology Solutions
2.5%
Delta Air Lines Inc
2.5%
Nexstar Media Group Inc
2.5%
Owens Corning
2.4%
Leidos Holdings Inc
2.4%
NRG Energy Inc
2.4%
Range Resources Corp
2.4%

Asset allocation

Stocks
99.5%
Cash
0.4%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.4%Moderate

Year-on-year price swings

Max drawdown
-24.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that generally track the total return performance of the Kelly US Cash Flow Dividend Leaders Index.
Strategy
Invests primarily in dividend paying U.S. equity securities, holding at least 80% of net assets in securities that comprise the Index. The Index is based on a proprietary methodology developed and maintained by Kelly Indexes, LLC.
Inception date
September 12, 2023
Fund family
Amplify ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-20