DIVOAmplify CWP Enhanced Dividend Income ETF

Get income9y track recordRanked #343 of 1,706 in this goal

Seeks a high level of risk-adjusted total return through a combination of current income and capital appreciation.

By Amplify ETFs · Launched 2016

Annual Cost

0.56%

#3,083 of 6,040 · average

Fund Size

$7.9B

#350 of 6,040 · large

Return (1Y)

+15.5%

Track Record

9 years

#1,495 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,483+14.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Option income

Holdings

By weight

Concentration

Top 10 holdings = 49.1% of fundmoderately concentrated

RTX Corp

5.3%

Goldman Sachs Group Inc/The

5.1%

Microsoft Corp

5.1%

Caterpillar Inc

5.0%

JPMorgan Chase & Co

5.0%

Apple Inc

4.9%

American Express Co

4.9%

Chevron Corp

4.8%

TJX Cos Inc/The

4.7%

Amplify Samsung SOFR ETF

4.4%

Asset allocation

Stocks

90.6%

Cash

9.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

9.5%Low

Year-on-year price swings

Max drawdown

-31.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.06Strong risk-adjusted returns

Sortino (3Y)

1.58Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks a high level of risk-adjusted total return through a combination of current income and capital appreciation.
Strategy: Invests primarily in dividend-paying U.S. exchange-traded equity securities, tactically writing covered call options to generate additional income. Focuses on large-cap companies across financials, industrials, and information technology sectors, aiming for consistent dividend growth and capital appreciation.
Inception date: December 13, 2016
Fund family: Amplify ETFs