IDVOAmplify CWP International Enhanced Dividend Income ETF

Get income4y track recordRanked #588 of 1,706 in this goal

Seeks current income and capital appreciation through dividend-paying ADRs and covered call options.

By Amplify ETFs · Launched 2022

Annual Cost

0.65%

#3,547 of 6,040 · average

Fund Size

$1.4B

#978 of 6,040 · large

Return (1Y)

+22.7%

Track Record

4 years

#2,720 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,232+22.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Concentration

Top 10 holdings = 37.3% of funddiversified

First American Government Obli

10.1%

TSMC

4.1%

Nutrien Ltd

3.7%

Bank of Montreal

3.1%

Alibaba Group Holding Ltd

2.9%

Cameco Corp

2.9%

Mitsubishi UFJ Financial Group

2.8%

America Movil SAB de CV

2.6%

AstraZeneca PLC

2.6%

Invesco Government & Agency Po

2.6%

Asset allocation

Stocks

95.8%

Cash

4.0%

Other

0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.7%Moderate

Year-on-year price swings

Max drawdown

-15.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.14Strong risk-adjusted returns

Sortino (3Y)

1.65Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks current income and capital appreciation through dividend-paying ADRs and covered call options.
Strategy: Invests primarily in dividend-paying ADR securities of large- and mid-cap companies from the MSCI ACWI ex USA Index, while tactically writing covered call options to generate additional income. Focuses on companies organized outside the U.S. to enhance total return.
Inception date: September 7, 2022
Fund family: Amplify ETFs