QDVOAmplify CWP Growth & Income ETF

Get income2y track recordRanked #610 of 1,706 in this goal

Seeks capital appreciation and high current income.

By Amplify ETFs · Launched 2024

Annual Cost

0.56%

#3,083 of 6,040 · average

Fund Size

$749M

#1,362 of 6,040 · large

Return (1Y)

+13.6%

Track Record

2 years

#3,677 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,394+13.9%

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 = 59.9% of fundmoderately concentrated

NVIDIA Corp

10.8%

Apple Inc

10.1%

Microsoft Corp

7.9%

Alphabet Inc

7.8%

Amazon.com Inc

5.6%

Meta Platforms Inc

4.0%

Tesla Inc

3.9%

Broadcom Inc

3.8%

Invesco Government & Agency Po

3.3%

Amplify Samsung SOFR ETF

2.7%

Asset allocation

Stocks

94.8%

Cash

5.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.2%Moderate

Year-on-year price swings

Max drawdown

-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation and high current income.
Strategy: Invests at least 80% of net assets in growth-oriented U.S. exchange-traded equity securities, primarily large-cap stocks, while tactically writing call options to generate additional income. Aims for high total return on a risk-adjusted basis.
Inception date: August 21, 2024
Fund family: Amplify ETFs