DIVO vs SPY
Comparison between AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DIVO, delivering a return of +13.2% compared to +11.1%
DIVO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVO
$7.20B
Winner
SPY
$781B
Expense Ratio
DIVO
0.56%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVO
31.72%
SPY
56.47%
Sharpe Ratio
Winner
DIVO
1.56
SPY
1.43
5Y Beta
Winner
DIVO
0.59
SPY
1.00
P/E Ratio
Winner
DIVO
23.29
SPY
26.48
Forward P/E
Winner
DIVO
20.40
SPY
20.89
PEG Ratio
DIVO
0.54
Winner
SPY
0.30
5Y Dividends CAGR
Winner
DIVO
12.13%
SPY
6.00%
5Y EPS CAGR
DIVO
17.44%
Winner
SPY
26.40%
Debt to Equity
Winner
DIVO
-73.13%
SPY
48.17%
P/S Ratio
Winner
DIVO
2.76
SPY
3.72
P/B Ratio
Winner
DIVO
5.13
SPY
5.55
DIVO vs SPY - Holdings Comparison
DIVO and SPY have 28 common holdings. Overlap is 21.50%
DIVO's top 25 holdings weight is 92.73%. SPY's top 25 holdings weight is 51.49%.
| Rank | DIVO | SPY |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 6.04% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | APPLE INC (AAPL) - 5.48% | APPLE INC (AAPL) - 7.44% |
| #3 | THE GOLDMAN SACHS GROUP INC (GS) - 5.36% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | JPMORGAN CHASE & CO (JPM) - 5.03% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | MICROSOFT CORP (MSFT) - 5.02% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | AMERICAN EXPRESS CO (AXP) - 4.68% | BROADCOM INC (AVGO) - 2.83% |
| #7 | TJX COMPANIES INC (TJX) - 4.34% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | CME GROUP INC CLASS A (CME) - 4.34% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | CHEVRON CORP (CVX) - 4.29% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 4.26% | TESLA INC (TSLA) - 1.65% |
| #11 | AMGEN INC (AMGN) - 4.06% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.78% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | VISA INC CLASS A (V) - 3.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | RTX CORP (RTX) - 3.26% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | WALMART INC (WMT) - 3.14% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | MERCK & CO INC (MRK) - 3.11% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | MARATHON PETROLEUM CORP (MPC) - 3.08% | VISA INC CLASS A (V) - 0.91% |
| #18 | THE HOME DEPOT INC (HD) - 3.00% | INTEL CORP (INTC) - 0.77% |
| #19 | MCDONALD'S CORP (MCD) - 2.83% | WALMART INC (WMT) - 0.75% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.69% | ABBVIE INC (ABBV) - 0.70% |
| #21 | COCA-COLA CO (KO) - 2.63% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | FEDEX CORP (FDX) - 2.39% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | NVIDIA CORP (NVDA) - 2.26% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | NORFOLK SOUTHERN CORP (NSC) - 2.14% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | AGNICO EAGLE MINES LTD (AEM) - 2.07% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 35 | 505 |
DIVO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVO
+3.56%
SPY
+2.30%
3M
Winner
DIVO
+6.01%
SPY
+5.00%
6M
DIVO
+4.13%
Winner
SPY
+11.88%
1Y
DIVO
+19.08%
Winner
SPY
+22.80%
5Y(CAGR)
DIVO
+11.13%
Winner
SPY
+13.20%
10Y(CAGR)
DIVO
+12.86%
Winner
SPY
+15.26%
Max(CAGR)
Winner
DIVO
+12.86%
SPY
+8.59%
DIVO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DIVO | SPY |
|---|---|---|
| 2026 | +10.18% | +13.10% |
| 2025 | +17.41% | +18.00% |
| 2024 | +15.90% | +25.59% |
| 2023 | +7.53% | +26.72% |
| 2022 | -1.47% | -18.64% |
| 2021 | +23.62% | +30.52% |
| 2020 | +11.91% | +17.28% |
| 2019 | +24.48% | +31.09% |
| 2018 | -3.21% | -5.24% |
| 2017 | +20.81% | +20.78% |
| 2016 | -0.56% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DIVO vs SPY Drawdown Comparison
The maximum drawdown for DIVO was -30.03%, occurring on Mar 23, 2020. Recovery took 143 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DIVO drawdown is -0.08%. The current SPY drawdown is -0.36%.
| Rank | DIVO | SPY |
|---|---|---|
| #1 | -30.03% Jan 17, 2020 - Aug 12, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.15% Oct 3, 2018 - Apr 1, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.73% Apr 20, 2022 - Nov 30, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.12% Feb 13, 2025 - Jun 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.64% Jan 26, 2018 - Aug 27, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.46% Jul 24, 2023 - Dec 18, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.17% Oct 12, 2020 - Nov 9, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.73% Jan 4, 2022 - Apr 20, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.53% Dec 2, 2022 - Jun 30, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.95% Feb 9, 2026 - Jun 4, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.85% Nov 29, 2024 - Feb 5, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.62% Sep 2, 2020 - Oct 12, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.47% Jul 17, 2024 - Aug 26, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.83% Aug 16, 2021 - Oct 20, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.58% Jul 13, 2017 - Oct 9, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DIVO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
DIVO vs SPY dividend yield comparison.
| Year | DIVO | SPY |
|---|---|---|
| 2026 | 2.68% | 0.48% |
| 2025 | 6.44% | 1.07% |
| 2024 | 4.70% | 1.21% |
| 2023 | 4.67% | 1.40% |
| 2022 | 4.76% | 1.65% |
| 2021 | 4.79% | 1.20% |
| 2020 | 4.91% | 1.52% |
| 2019 | 8.16% | 1.75% |
| 2018 | 5.27% | 2.04% |
| 2017 | 3.83% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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