IPAYAmplify Digital Payments ETF

Grow my money10y track recordRanked #1,470 of 2,960 in this goal

Seeks investment results that generally correlate to the total return performance of the Nasdaq CTA Global Digital Payments Index.

By Amplify ETFs · Launched 2015

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$163M

#2,473 of 5,562 · mid-size

Return (1Y)Goal

-21.4%

Track Record

10 years

#1,320 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$7,909-20.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Financials

Index tracked

Nasdaq CTA Global Digital Payments Index

What it actually holds

By weight

Concentration

Top 10 holdings = 53.2% of fundmoderately concentrated

Adyen NV

6.2%

Visa Inc

6.1%

Mastercard Inc

6.1%

American Express Co

6.0%

PayPal Holdings Inc

5.5%

Affirm Holdings Inc

5.0%

Fiserv Inc

4.7%

Global Payments Inc

4.5%

Block Inc

4.5%

Wise PLC

4.5%

Asset allocation

Stocks

99.3%

Cash

0.6%

Other

0.2%

By sector

Technology

53.9%

Financial Services

41.8%

Industrials

4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.9%High

Year-on-year price swings

Max drawdown

-51.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.04Below average

Sortino (3Y)

0.06Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that generally correlate to the total return performance of the Nasdaq CTA Global Digital Payments Index.
Strategy: Uses a passive indexing approach to achieve its investment objective by investing in the securities of the Index in approximately the same proportions as in the Index. The Fund invests at least 80% of its net assets in Mobile Payments Companies.
Inception date: July 15, 2015
Fund family: Amplify ETFs