IDVO vs SPY
Comparison between AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF (IDVO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
IDVO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDVO
$1B
Winner
SPY
$652B
Expense Ratio
IDVO
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
IDVO
15.88%
SPY
56.47%
Sharpe Ratio
Winner
IDVO
2.11
SPY
2.07
5Y Beta
Winner
IDVO
0.79
SPY
1.00
P/E Ratio
Winner
IDVO
17.62
SPY
28.24
Forward P/E
Winner
IDVO
13.11
SPY
21.85
PEG Ratio
IDVO
0.35
SPY
N/A
5Y Dividends CAGR
IDVO
N/A
SPY
5.43%
5Y EPS CAGR
IDVO
16.63%
Winner
SPY
25.79%
Debt to Equity
IDVO
N/A
SPY
22.35%
P/S Ratio
Winner
IDVO
0.01
SPY
3.55
P/B Ratio
Winner
IDVO
1.91
SPY
5.29
IDVO vs SPY - Holdings Comparison
IDVO and SPY have 2 common holdings. Overlap is -0.53%
IDVO's top 25 holdings weight is 61.91%. SPY's top 25 holdings weight is 51.32%.
| Rank | IDVO | SPY |
|---|---|---|
| #1 | n/a (TSM) - 4.37% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NUTRIEN LTD (n/a) - 3.38% | APPLE INC (AAPL) - 6.48% |
| #3 | BANK OF MONTREAL (n/a) - 3.19% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.91% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CAMECO CORP (n/a) - 2.88% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 2.83% | BROADCOM INC (AVGO) - 3.09% |
| #7 | SIEMENS AG ADR (SIEGY) - 2.63% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.59% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 2.55% | TESLA INC (TSLA) - 1.73% |
| #10 | AGNICO EAGLE MINES LTD (AEM) - 2.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.52% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ASTRAZENECA PLC (AZN:XLON) - 2.50% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | WHEATON PRECIOUS METALS CORP (WPM) - 2.27% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | SOUTHERN COPPER CORP (SCCO) - 2.26% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | GRUPO CIBEST SA ADR (CIB) - 2.25% | WALMART INC (WMT) - 0.91% |
| #16 | ASML HOLDING NV ADR (ASML) - 2.23% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | n/a (SBS) - 2.22% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.14% | VISA INC CLASS A (V) - 0.85% |
| #19 | ENBRIDGE INC (ENB) - 2.00% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | VODAFONE GROUP PLC ADR (VOD) - 2.00% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BARCLAYS PLC ADR (BCS) - 1.99% | INTEL CORP (INTC) - 0.65% |
| #22 | IMPERIAL OIL LTD (IMO) - 1.95% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ENI SPA ADR (E) - 1.93% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | RYANAIR HOLDINGS PLC ADR (RYAAY) - 1.90% | CHEVRON CORP (CVX) - 0.58% |
| #25 | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 1.89% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 100 | 505 |
IDVO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IDVO
+1.82%
Winner
SPY
+9.11%
3M
IDVO
+0.96%
Winner
SPY
+6.59%
6M
Winner
IDVO
+17.17%
SPY
+10.56%
1Y
Winner
IDVO
+41.35%
SPY
+32.04%
5Y(CAGR)
IDVO
N/A
SPY
+13.35%
10Y(CAGR)
IDVO
N/A
SPY
+15.49%
Max(CAGR)
Winner
IDVO
+22.80%
SPY
+8.50%
IDVO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IDVO | SPY |
|---|---|---|
| 2026 | +11.26% | +8.27% |
| 2025 | +35.55% | +18.00% |
| 2024 | +11.78% | +25.59% |
| 2023 | +18.31% | +26.72% |
| 2022 | +5.47% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +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% |
IDVO vs SPY Drawdown Comparison
The maximum drawdown for IDVO was -15.45%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IDVO drawdown is -1.45%.
| Rank | IDVO | SPY |
|---|---|---|
| #1 | -15.45% Mar 19, 2025 - May 13, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.00% Sep 12, 2022 - Nov 10, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -10.37% Feb 25, 2026 - May 6, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.21% May 20, 2024 - Oct 14, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.91% Jan 26, 2023 - Jun 13, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.05% Jul 31, 2023 - Nov 20, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.28% Nov 12, 2025 - Dec 2, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.93% Feb 20, 2025 - Mar 17, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.40% Dec 5, 2024 - Jan 21, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.19% Dec 1, 2022 - Jan 10, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.06% Jan 29, 2026 - Feb 9, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.88% Apr 9, 2024 - Apr 29, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.85% Oct 6, 2025 - Oct 27, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.62% Dec 27, 2023 - Jan 26, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.51% Oct 14, 2024 - Dec 5, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IDVO and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
IDVO vs SPY dividend yield comparison.
| Year | IDVO | SPY |
|---|---|---|
| 2026 | 1.98% | 0.24% |
| 2025 | 5.43% | 1.07% |
| 2024 | 6.14% | 1.21% |
| 2023 | 5.72% | 1.40% |
| 2022 | 1.96% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 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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