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IAUM vs DIVO

Comparison between iShares Gold Trust Micro (IAUM, ETF) and AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO, ETF).

5-Year PerformanceIAUM has outperformed DIVO, delivering a return of +19.1% compared to +10.9%

IAUM vs DIVO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAUM
$7.20B
DIVO
$7.10B
Expense Ratio
Winner
IAUM
0.09%
DIVO
0.56%
Max Drawdown
Winner
IAUM
24.37%
DIVO
31.72%
Sharpe Ratio
IAUM
0.85
Winner
DIVO
1.52
5Y Beta
Winner
IAUM
0.22
DIVO
0.60
P/E Ratio
IAUM
N/A
DIVO
24.27
Forward P/E
IAUM
N/A
DIVO
19.47
PEG Ratio
IAUM
N/A
DIVO
0.78
5Y Dividends CAGR
IAUM
N/A
DIVO
12.33%
5Y EPS CAGR
IAUM
N/A
DIVO
13.22%
Debt to Equity
IAUM
N/A
DIVO
-70.18%
P/S Ratio
IAUM
N/A
DIVO
2.79
P/B Ratio
IAUM
N/A
DIVO
5.08

IAUM vs DIVO - Historical Returns

Returns include dividend reinvestment.

1M
IAUM
-10.70%
Winner
DIVO
+2.21%
3M
IAUM
-17.19%
Winner
DIVO
+3.49%
6M
IAUM
-2.08%
Winner
DIVO
+5.63%
1Y
Winner
IAUM
+24.22%
DIVO
+18.49%
5Y(CAGR)
Winner
IAUM
+19.15%
DIVO
+10.91%
10Y(CAGR)
IAUM
N/A
DIVO
+12.61%
Max(CAGR)
Winner
IAUM
+19.15%
DIVO
+12.61%

IAUM vs DIVO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearIAUMDIVO
2026-2.83%+5.95%
2025+62.10%+17.41%
2024+27.35%+15.90%
2023+12.14%+7.53%
2022+1.05%-1.47%
2021+3.87%+23.62%
2020N/A+11.91%
2019N/A+24.48%
2018N/A-3.21%
2017N/A+20.81%
2016N/A-0.56%

IAUM vs DIVO Drawdown Comparison

The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for DIVO was -30.03%, occurring on Mar 23, 2020. Recovery took 143 trading sessions.

The current IAUM drawdown is -21.99%. The current DIVO drawdown is -0.19%.

RankIAUMDIVO
#1-24.37%
Jan 29, 2026 - Jun 10, 2026
-30.03%
Jan 17, 2020 - Aug 12, 2020
#2-20.87%
Mar 8, 2022 - Dec 1, 2023
-15.15%
Oct 3, 2018 - Apr 1, 2019
#3-10.05%
Oct 20, 2025 - Dec 22, 2025
-13.73%
Apr 20, 2022 - Nov 30, 2022
#4-8.09%
Oct 30, 2024 - Jan 30, 2025
-12.12%
Feb 13, 2025 - Jun 24, 2025
#5-7.14%
Apr 21, 2025 - Jun 13, 2025
-9.64%
Jan 26, 2018 - Aug 27, 2018
#6-5.74%
May 20, 2024 - Jul 16, 2024
-7.46%
Jul 24, 2023 - Dec 18, 2023
#7-5.69%
Jul 29, 2021 - Nov 9, 2021
-7.17%
Oct 12, 2020 - Nov 9, 2020
#8-5.25%
Nov 12, 2021 - Feb 14, 2022
-6.73%
Jan 4, 2022 - Apr 20, 2022
#9-4.88%
Mar 31, 2025 - Apr 10, 2025
-6.53%
Dec 2, 2022 - Jun 30, 2023
#10-4.85%
Dec 26, 2025 - Jan 12, 2026
-5.95%
Feb 9, 2026 - Jun 4, 2026
#11-4.79%
Jun 13, 2025 - Aug 29, 2025
-5.85%
Nov 29, 2024 - Feb 5, 2025
#12-4.40%
Dec 1, 2023 - Dec 27, 2023
-5.62%
Sep 2, 2020 - Oct 12, 2020
#13-4.38%
Jul 16, 2024 - Aug 12, 2024
-5.47%
Jul 17, 2024 - Aug 26, 2024
#14-4.23%
Apr 16, 2024 - May 17, 2024
-4.83%
Aug 16, 2021 - Oct 20, 2021
#15-4.15%
Dec 27, 2023 - Mar 1, 2024
-4.58%
Jul 13, 2017 - Oct 9, 2017

Correlation

Correlation between IAUM and DIVO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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