EDF vs IPAY

Comparison between Virtus Stone Harbor Emerging Markets Income Fund (EDF, ETF) and Amplify Mobile Payments ETF (IPAY, ETF).

5-Year PerformanceEDF has outperformed IPAY, delivering a return of +5.9% compared to -8.5%

EDF vs IPAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDF(ETF)	IPAY(ETF)
Net Assets	$163M	$163M
Expense Ratio	N/A	0.75%
Max Drawdown	86.83%	51.75%
Sharpe Ratio	1.50	-1.21
5Y Beta	0.32	1.17
P/E Ratio	N/A	19.11
Forward P/E	N/A	11.40
PEG Ratio	N/A	0.32
5Y Dividends CAGR	-5.19%	N/A
Debt to Equity	N/A	121.54%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.21

Net Assets

EDF

$163M

IPAY

$163M

Expense Ratio

EDF

N/A

IPAY

0.75%

Max Drawdown

EDF

86.83%

Winner

IPAY

51.75%

Sharpe Ratio

Winner

EDF

1.50

IPAY

-1.21

5Y Beta

Winner

EDF

0.32

IPAY

1.17

P/E Ratio

EDF

N/A

IPAY

19.11

Forward P/E

EDF

N/A

IPAY

11.40

PEG Ratio

EDF

N/A

IPAY

0.32

5Y Dividends CAGR

EDF

-5.19%

IPAY

N/A

Debt to Equity

EDF

N/A

IPAY

121.54%

P/S Ratio

EDF

N/A

IPAY

1.39

P/B Ratio

EDF

N/A

IPAY

2.21

EDF vs IPAY - Historical Returns

Returns include dividend reinvestment.

Period	EDF	IPAY
1 month	+7.47%	-0.96%
3 months	+11.05%	+1.46%
6 months	+25.23%	-15.10%
1 year	+28.59%	-22.03%
5 years(CAGR)	+5.93%	-8.50%
10 years(CAGR)	+5.30%	+6.63%
Max(CAGR)	+3.75%	+5.43%

Winner

EDF

+7.47%

IPAY

-0.96%

Winner

EDF

+11.05%

IPAY

+1.46%

Winner

EDF

+25.23%

IPAY

-15.10%

Winner

EDF

+28.59%

IPAY

-22.03%

5Y(CAGR)

Winner

EDF

+5.93%

IPAY

-8.50%

10Y(CAGR)

EDF

+5.30%

Winner

IPAY

+6.63%

Max(CAGR)

EDF

+3.75%

Winner

IPAY

+5.43%

EDF vs IPAY - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EDF	IPAY
2026	+19.45%	-14.05%
2025	+19.95%	-9.72%
2024	+25.32%	+27.55%
2023	+17.80%	+18.33%
2022	-28.32%	-33.83%
2021	-6.82%	-11.52%
2020	-31.22%	+32.25%
2019	+44.37%	+41.36%
2018	-19.34%	-0.03%
2017	+22.61%	+34.66%
2016	+41.18%	+6.72%
2015	-9.74%	-2.75%
2014	-6.26%	N/A
2013	-19.19%	N/A
2012	+25.22%	N/A
2011	-9.26%	N/A
2010	-0.04%	N/A

EDF vs IPAY Drawdown Comparison

The maximum drawdown for EDF was -64.13%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IPAY was -51.75%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current EDF drawdown is -1.35%. The current IPAY drawdown is -38.32%.

Rank	EDF	IPAY
#1	-64.13% Jan 15, 2020 - Oct 20, 2022	-51.75% Apr 28, 2021 - Oct 27, 2023
#2	-45.74% Feb 20, 2013 - Feb 7, 2017	-42.94% Feb 19, 2020 - Aug 24, 2020
#3	-28.36% Jan 26, 2018 - Jun 7, 2019	-25.01% Sep 25, 2018 - Apr 1, 2019
#4	-13.72% Sep 6, 2011 - Jan 26, 2012	-21.72% Oct 28, 2015 - Jan 3, 2017
#5	-12.48% Oct 11, 2017 - Jan 22, 2018	-12.48% Oct 12, 2020 - Nov 9, 2020
#6	-10.11% Aug 1, 2019 - Dec 24, 2019	-10.15% Jan 26, 2018 - May 17, 2018
#7	-8.84% May 8, 2012 - Jul 31, 2012	-10.04% Jul 29, 2019 - Jan 2, 2020
#8	-7.79% Aug 1, 2011 - Sep 6, 2011	-9.86% Aug 18, 2015 - Oct 28, 2015
#9	-7.09% Jun 14, 2017 - Jul 28, 2017	-8.76% Sep 2, 2020 - Oct 12, 2020
#10	-6.25% Jan 13, 2011 - Apr 14, 2011	-8.12% Feb 16, 2021 - Apr 15, 2021
#11	-4.74% Mar 7, 2017 - Mar 15, 2017	-6.73% Jan 8, 2021 - Feb 4, 2021
#12	-4.66% Jul 31, 2017 - Aug 29, 2017	-5.35% Apr 30, 2019 - May 22, 2019
#13	-4.54% May 20, 2011 - Jul 26, 2011	-4.77% Jul 25, 2018 - Aug 24, 2018
#14	-4.45% Feb 17, 2012 - May 7, 2012	-4.46% Jun 18, 2018 - Jul 12, 2018
#15	-3.50% Oct 17, 2012 - Nov 19, 2012	-3.83% May 22, 2019 - Jun 5, 2019

Correlation

Correlation between EDF and IPAY is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (2011 - 2026)

EDF vs IPAY dividend yield comparison.

Year	EDF	IPAY
2026	6.49%	0.00%
2025	14.49%	0.79%
2024	15.32%	0.77%
2023	16.71%	0.00%
2022	17.31%	0.00%
2021	12.91%	0.00%
2020	16.46%	0.00%
2019	15.67%	0.00%
2018	19.37%	0.00%
2017	13.58%	0.00%
2016	14.75%	0.00%
2015	17.93%	0.00%
2014	13.92%	0.00%
2013	11.79%	0.00%
2012	8.72%	0.00%
2011	9.48%	0.00%