HEFA vs DIVO
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO, ETF).
5-Year PerformanceHEFA has outperformed DIVO, delivering a return of +14.1% compared to +10.6%
HEFA vs DIVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEFA
$7B
DIVO
$7B
Expense Ratio
Winner
HEFA
0.35%
DIVO
0.56%
Max Drawdown
HEFA
32.39%
Winner
DIVO
31.72%
Sharpe Ratio
Winner
HEFA
1.55
DIVO
1.46
5Y Beta
HEFA
0.74
Winner
DIVO
0.60
P/E Ratio
HEFA
N/A
DIVO
24.17
Forward P/E
HEFA
N/A
DIVO
19.29
PEG Ratio
HEFA
N/A
DIVO
0.78
5Y Dividends CAGR
Winner
HEFA
20.05%
DIVO
12.55%
5Y EPS CAGR
HEFA
N/A
DIVO
18.54%
Debt to Equity
HEFA
N/A
DIVO
-47.47%
P/S Ratio
HEFA
N/A
DIVO
3.01
P/B Ratio
HEFA
N/A
DIVO
5.09
HEFA vs DIVO - Holdings Comparison
HEFA and DIVO have 1 common holdings. Overlap is -107.51%
HEFA's top 25 holdings weight is 247.09%. DIVO's top 25 holdings weight is 97.71%.
| Rank | HEFA | DIVO |
|---|---|---|
| #1 | EUR/USD PURCHASED (n/a) - 105.10% | MICROSOFT CORP (MSFT) - 5.55% |
| #2 | ISHARES MSCI EAFE ETF (EFA) - 100.44% | CATERPILLAR INC (CAT) - 5.48% |
| #3 | JPY/USD PURCHASED (n/a) - 67.82% | THE GOLDMAN SACHS GROUP INC (GS) - 5.25% |
| #4 | GBP/USD PURCHASED (n/a) - 44.82% | RTX CORP (RTX) - 5.18% |
| #5 | CHF/USD PURCHASED (n/a) - 27.78% | JPMORGAN CHASE & CO (JPM) - 5.11% |
| #6 | AUD/USD PURCHASED (n/a) - 20.18% | AMERICAN EXPRESS CO (AXP) - 5.10% |
| #7 | SEK/USD PURCHASED (n/a) - 9.72% | APPLE INC (AAPL) - 5.04% |
| #8 | DKK/USD PURCHASED (n/a) - 0.27% | TJX COMPANIES INC (TJX) - 4.56% |
| #9 | NOK/USD PURCHASED (n/a) - 0.17% | THE HOME DEPOT INC (HD) - 4.35% |
| #10 | ILS/USD PURCHASED (n/a) - 0.16% | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 4.24% |
| #11 | HKD/USD PURCHASED (n/a) - 0.15% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.04% |
| #12 | SGD/USD PURCHASED (n/a) - 0.08% | VISA INC CLASS A (V) - 4.01% |
| #13 | NZD/USD PURCHASED (n/a) - 0.01% | CME GROUP INC CLASS A (CME) - 3.93% |
| #14 | USD CASH (n/a) - -0.04% | MCDONALD'S CORP (MCD) - 3.87% |
| #15 | NZD/USD SOLD (n/a) - -0.52% | CHEVRON CORP (CVX) - 3.87% |
| #16 | NOK/USD SOLD (n/a) - -2.29% | AMGEN INC (AMGN) - 3.68% |
| #17 | ILS/USD SOLD (n/a) - -2.52% | WALMART INC (WMT) - 3.52% |
| #18 | CASH OFFSET (n/a) - -3.52% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.13% |
| #19 | SGD/USD SOLD (n/a) - -4.39% | AGNICO EAGLE MINES LTD (AEM) - 3.08% |
| #20 | DKK/USD SOLD (n/a) - -4.98% | MERCK & CO INC (MRK) - 3.01% |
| #21 | HKD/USD SOLD (n/a) - -5.65% | FEDEX CORP (FDX) - 2.99% |
| #22 | SEK/USD SOLD (n/a) - -10.13% | MARATHON PETROLEUM CORP (MPC) - 2.61% |
| #23 | AUD/USD SOLD (n/a) - -20.51% | COCA-COLA CO (KO) - 2.14% |
| #24 | CHF/USD SOLD (n/a) - -28.95% | NORFOLK SOUTHERN CORP (NSC) - 1.99% |
| #25 | GBP/USD SOLD (n/a) - -46.11% | DUKE ENERGY CORP (DUK) - 1.98% |
| Total Holdings | 27 | 34 |
HEFA vs DIVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEFA
+0.99%
DIVO
-0.17%
3M
Winner
HEFA
+1.85%
DIVO
-1.31%
6M
Winner
HEFA
+12.03%
DIVO
+4.89%
1Y
Winner
HEFA
+25.95%
DIVO
+18.25%
5Y(CAGR)
Winner
HEFA
+14.07%
DIVO
+10.57%
10Y(CAGR)
Winner
HEFA
+12.68%
DIVO
+12.42%
Max(CAGR)
HEFA
+10.57%
Winner
DIVO
+12.42%
HEFA vs DIVO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | DIVO |
|---|---|---|
| 2026 | +7.28% | +3.28% |
| 2025 | +24.11% | +17.41% |
| 2024 | +13.79% | +15.90% |
| 2023 | +18.27% | +7.53% |
| 2022 | -5.86% | -1.47% |
| 2021 | +19.07% | +23.62% |
| 2020 | +0.72% | +11.91% |
| 2019 | +27.05% | +24.48% |
| 2018 | -9.58% | -3.21% |
| 2017 | +15.19% | +20.81% |
| 2016 | +8.06% | -0.56% |
| 2015 | +3.94% | N/A |
| 2014 | +6.13% | N/A |
HEFA vs DIVO Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for DIVO was -30.03%, occurring on Mar 23, 2020. Recovery took 143 trading sessions.
The current HEFA drawdown is -0.58%. The current DIVO drawdown is -2.50%.
| Rank | HEFA | DIVO |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -30.03% Jan 17, 2020 - Aug 12, 2020 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -15.15% Oct 3, 2018 - Apr 1, 2019 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -13.73% Apr 20, 2022 - Nov 30, 2022 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -12.12% Feb 13, 2025 - Jun 24, 2025 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -9.64% Jan 26, 2018 - Aug 27, 2018 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -7.46% Jul 24, 2023 - Dec 18, 2023 |
| #7 | -9.52% Feb 25, 2026 - Mar 20, 2026 | -7.17% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -6.73% Jan 4, 2022 - Apr 20, 2022 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -6.53% Dec 2, 2022 - Jun 30, 2023 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -5.95% Feb 9, 2026 - Mar 30, 2026 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -5.85% Nov 29, 2024 - Feb 5, 2025 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -5.62% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -5.47% Jul 17, 2024 - Aug 26, 2024 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -4.83% Aug 16, 2021 - Oct 20, 2021 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -4.58% Jul 13, 2017 - Oct 9, 2017 |
Correlation
Correlation between HEFA and DIVO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
HEFA vs DIVO dividend yield comparison.
| Year | HEFA | DIVO |
|---|---|---|
| 2026 | 0.00% | 1.60% |
| 2025 | 4.40% | 6.44% |
| 2024 | 3.09% | 4.70% |
| 2023 | 3.02% | 4.67% |
| 2022 | 25.14% | 4.76% |
| 2021 | 3.06% | 4.79% |
| 2020 | 2.10% | 4.91% |
| 2019 | 7.56% | 8.16% |
| 2018 | 4.58% | 5.27% |
| 2017 | 2.55% | 3.83% |
| 2016 | 3.17% | 0.00% |
| 2015 | 3.54% | 0.00% |
| 2014 | 3.40% | 0.00% |
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