DIVO vs HEFA
Comparison between AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF).
5-Year PerformanceHEFA has outperformed DIVO, delivering a return of +14.3% compared to +11.5%
DIVO vs HEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIVO
$7.60B
HEFA
$7.50B
Expense Ratio
DIVO
0.56%
Winner
HEFA
0.35%
Max Drawdown
Winner
DIVO
31.72%
HEFA
32.39%
Sharpe Ratio
Winner
DIVO
1.57
HEFA
1.53
5Y Beta
Winner
DIVO
0.59
HEFA
0.72
P/E Ratio
DIVO
23.20
HEFA
N/A
Forward P/E
DIVO
20.97
HEFA
N/A
PEG Ratio
DIVO
0.51
HEFA
N/A
5Y Dividends CAGR
DIVO
12.13%
Winner
HEFA
17.50%
5Y EPS CAGR
DIVO
20.52%
HEFA
N/A
Debt to Equity
DIVO
-20.11%
HEFA
N/A
P/S Ratio
DIVO
3.04
HEFA
N/A
P/B Ratio
DIVO
5.24
HEFA
N/A
DIVO vs HEFA - Holdings Comparison
DIVO and HEFA have 1 common holdings. Overlap is -34.48%
DIVO's top 25 holdings weight is 92.63%. HEFA's top 25 holdings weight is 157.18%.
| Rank | DIVO | HEFA |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 6.16% | ISHARES MSCI EAFE ETF (EFA) - 100.39% |
| #2 | CATERPILLAR INC (CAT) - 5.31% | EUR/USD PURCHASED (n/a) - 34.23% |
| #3 | APPLE INC (AAPL) - 5.05% | JPY/USD PURCHASED (n/a) - 23.66% |
| #4 | AMGEN INC (AMGN) - 5.03% | GBP/USD PURCHASED (n/a) - 14.21% |
| #5 | JPMORGAN CHASE & CO (JPM) - 4.93% | CHF/USD PURCHASED (n/a) - 9.26% |
| #6 | VISA INC CLASS A (V) - 4.78% | AUD/USD PURCHASED (n/a) - 6.64% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 4.76% | SEK/USD PURCHASED (n/a) - 2.98% |
| #8 | CHEVRON CORP (CVX) - 4.45% | HKD/USD PURCHASED (n/a) - 1.73% |
| #9 | AMERICAN EXPRESS CO (AXP) - 4.36% | DKK/USD PURCHASED (n/a) - 1.65% |
| #10 | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 4.10% | SGD/USD PURCHASED (n/a) - 1.60% |
| #11 | TJX COMPANIES INC (TJX) - 4.04% | ILS/USD PURCHASED (n/a) - 0.85% |
| #12 | NVIDIA CORP (NVDA) - 3.93% | NOK/USD PURCHASED (n/a) - 0.58% |
| #13 | RTX CORP (RTX) - 3.61% | NZD/USD PURCHASED (n/a) - 0.18% |
| #14 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.44% | USD CASH (n/a) - 0.00% |
| #15 | CME GROUP INC CLASS A (CME) - 3.33% | NZD/USD SOLD (n/a) - -0.19% |
| #16 | MERCK & CO INC (MRK) - 3.29% | CASH OFFSET (n/a) - -0.42% |
| #17 | WALMART INC (WMT) - 3.08% | NOK/USD SOLD (n/a) - -0.62% |
| #18 | ALPHABET INC CLASS A (GOOGL) - 2.89% | ILS/USD SOLD (n/a) - -0.88% |
| #19 | AGNICO EAGLE MINES LTD (AEM) - 2.78% | SGD/USD SOLD (n/a) - -1.62% |
| #20 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.73% | DKK/USD SOLD (n/a) - -1.72% |
| #21 | FEDEX CORP (FDX) - 2.45% | HKD/USD SOLD (n/a) - -1.74% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 2.43% | SEK/USD SOLD (n/a) - -3.06% |
| #23 | SOUTHERN COPPER CORP (SCCO) - 1.94% | AUD/USD SOLD (n/a) - -6.72% |
| #24 | COCA-COLA CO (KO) - 1.89% | CHF/USD SOLD (n/a) - -9.49% |
| #25 | DUKE ENERGY CORP (DUK) - 1.87% | GBP/USD SOLD (n/a) - -14.32% |
| Total Holdings | 40 | 27 |
DIVO vs HEFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVO
+4.98%
HEFA
+1.92%
3M
Winner
DIVO
+7.09%
HEFA
+5.65%
6M
DIVO
+6.04%
Winner
HEFA
+7.01%
1Y
DIVO
+19.91%
Winner
HEFA
+25.68%
5Y(CAGR)
DIVO
+11.48%
Winner
HEFA
+14.27%
10Y(CAGR)
Winner
DIVO
+12.96%
HEFA
+12.87%
Max(CAGR)
Winner
DIVO
+12.96%
HEFA
+10.90%
DIVO vs HEFA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DIVO | HEFA |
|---|---|---|
| 2026 | +11.75% | +14.53% |
| 2025 | +17.41% | +24.11% |
| 2024 | +15.90% | +13.79% |
| 2023 | +7.53% | +18.27% |
| 2022 | -1.47% | -5.86% |
| 2021 | +23.62% | +19.07% |
| 2020 | +11.91% | +0.72% |
| 2019 | +24.48% | +27.05% |
| 2018 | -3.21% | -9.58% |
| 2017 | +20.81% | +15.19% |
| 2016 | -0.56% | +8.06% |
| 2015 | N/A | +3.94% |
| 2014 | N/A | +6.13% |
DIVO vs HEFA Drawdown Comparison
The maximum drawdown for DIVO was -30.03%, occurring on Mar 23, 2020. Recovery took 143 trading sessions.
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The current DIVO drawdown is -0.33%. The current HEFA drawdown is -1.47%.
| Rank | DIVO | HEFA |
|---|---|---|
| #1 | -30.03% Jan 17, 2020 - Aug 12, 2020 | -32.39% Feb 12, 2020 - Jan 5, 2021 |
| #2 | -15.15% Oct 3, 2018 - Apr 1, 2019 | -23.14% May 27, 2015 - Mar 1, 2017 |
| #3 | -13.73% Apr 20, 2022 - Nov 30, 2022 | -15.43% Jan 23, 2018 - Apr 12, 2019 |
| #4 | -12.12% Feb 13, 2025 - Jun 24, 2025 | -14.77% Jan 4, 2022 - Jan 23, 2023 |
| #5 | -9.64% Jan 26, 2018 - Aug 27, 2018 | -14.28% Feb 18, 2025 - May 12, 2025 |
| #6 | -7.46% Jul 24, 2023 - Dec 18, 2023 | -9.79% Jul 12, 2024 - Oct 14, 2024 |
| #7 | -7.17% Oct 12, 2020 - Nov 9, 2020 | -9.52% Feb 25, 2026 - May 21, 2026 |
| #8 | -6.73% Jan 4, 2022 - Apr 20, 2022 | -9.48% Sep 4, 2014 - Nov 18, 2014 |
| #9 | -6.53% Dec 2, 2022 - Jun 30, 2023 | -7.49% Dec 5, 2014 - Jan 26, 2015 |
| #10 | -5.95% Feb 9, 2026 - Jun 4, 2026 | -6.87% Jul 3, 2019 - Sep 12, 2019 |
| #11 | -5.85% Nov 29, 2024 - Feb 5, 2025 | -6.78% Jul 31, 2023 - Nov 24, 2023 |
| #12 | -5.62% Sep 2, 2020 - Oct 12, 2020 | -5.83% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -5.47% Jul 17, 2024 - Aug 26, 2024 | -5.59% Nov 16, 2021 - Jan 3, 2022 |
| #14 | -4.83% Aug 16, 2021 - Oct 20, 2021 | -4.97% Apr 29, 2019 - Jul 1, 2019 |
| #15 | -4.58% Jul 13, 2017 - Oct 9, 2017 | -4.84% Jun 19, 2014 - Sep 4, 2014 |
Correlation
Correlation between DIVO and HEFA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
DIVO vs HEFA dividend yield comparison.
| Year | DIVO | HEFA |
|---|---|---|
| 2026 | 2.64% | 1.46% |
| 2025 | 6.44% | 4.40% |
| 2024 | 4.70% | 3.09% |
| 2023 | 4.67% | 3.02% |
| 2022 | 4.76% | 25.14% |
| 2021 | 4.79% | 3.06% |
| 2020 | 4.91% | 2.10% |
| 2019 | 8.16% | 7.56% |
| 2018 | 5.27% | 4.58% |
| 2017 | 3.83% | 2.55% |
| 2016 | 0.00% | 3.17% |
| 2015 | 0.00% | 3.54% |
| 2014 | 0.00% | 3.40% |
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