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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
$1.20B
Winner
SPY
$784B
Expense Ratio
IDVO
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
IDVO
15.88%
SPY
56.47%
Sharpe Ratio
Winner
IDVO
1.60
SPY
1.54
5Y Beta
Winner
IDVO
0.80
SPY
1.00
P/E Ratio
Winner
IDVO
17.90
SPY
27.62
Forward P/E
Winner
IDVO
13.36
SPY
21.11
PEG Ratio
IDVO
0.36
SPY
N/A
5Y Dividends CAGR
IDVO
N/A
SPY
6.00%
5Y EPS CAGR
IDVO
11.94%
Winner
SPY
25.30%
Debt to Equity
IDVO
N/A
SPY
31.11%
P/S Ratio
Winner
IDVO
0.01
SPY
3.49
P/B Ratio
Winner
IDVO
1.90
SPY
5.30

IDVO vs SPY - Holdings Comparison

IDVO and SPY have 2 common holdings. Overlap is -0.54%

IDVO's top 25 holdings weight is 61.91%. SPY's top 25 holdings weight is 51.24%.

RankIDVOSPY
#1
n/a (TSM) - 4.37%
NVIDIA CORP (NVDA) - 7.81%
#2
NUTRIEN LTD (n/a) - 3.38%
APPLE INC (AAPL) - 6.81%
#3
BANK OF MONTREAL (n/a) - 3.19%
MICROSOFT CORP (MSFT) - 4.53%
#4
ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.91%
AMAZON.COM INC (AMZN) - 3.72%
#5
CAMECO CORP (n/a) - 2.88%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 2.83%
BROADCOM INC (AVGO) - 2.77%
#7
SIEMENS AG ADR (SIEGY) - 2.63%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.59%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 2.55%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
AGNICO EAGLE MINES LTD (AEM) - 2.53%
TESLA INC (TSLA) - 1.76%
#11
AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ASTRAZENECA PLC (AZN:XLON) - 2.50%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WHEATON PRECIOUS METALS CORP (WPM) - 2.27%
ELI LILLY AND CO (LLY) - 1.38%
#14
SOUTHERN COPPER CORP (SCCO) - 2.26%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
GRUPO CIBEST SA ADR (CIB) - 2.25%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ASML HOLDING NV ADR (ASML) - 2.23%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
n/a (SBS) - 2.22%
VISA INC CLASS A (V) - 0.87%
#18
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.14%
INTEL CORP (INTC) - 0.85%
#19
ENBRIDGE INC (ENB) - 2.00%
WALMART INC (WMT) - 0.82%
#20
VODAFONE GROUP PLC ADR (VOD) - 2.00%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
BARCLAYS PLC ADR (BCS) - 1.99%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
IMPERIAL OIL LTD (IMO) - 1.95%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ENI SPA ADR (E) - 1.93%
CATERPILLAR INC (CAT) - 0.68%
#24
RYANAIR HOLDINGS PLC ADR (RYAAY) - 1.90%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
AMPLIFY SAMSUNG SOFR ETF (SOFR) - 1.89%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings100505

IDVO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IDVO
-1.08%
SPY
-1.37%
3M
IDVO
+7.06%
Winner
SPY
+12.22%
6M
Winner
IDVO
+10.98%
SPY
+7.20%
1Y
Winner
IDVO
+32.71%
SPY
+23.58%
5Y(CAGR)
IDVO
N/A
SPY
+13.19%
10Y(CAGR)
IDVO
N/A
SPY
+15.12%
Max(CAGR)
Winner
IDVO
+21.34%
SPY
+8.44%

IDVO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIDVOSPY
2026+9.13%+7.95%
2025+35.55%+18.00%
2024+11.78%+25.59%
2023+18.31%+26.72%
2022+5.47%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -3.34%. The current SPY drawdown is -3.18%.

RankIDVOSPY
#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
#9-4.54%
May 6, 2026 - Jun 10, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.40%
Dec 5, 2024 - Jan 21, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.19%
Dec 1, 2022 - Jan 10, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.06%
Jan 29, 2026 - Feb 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.88%
Apr 9, 2024 - Apr 29, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.85%
Oct 6, 2025 - Oct 27, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.62%
Dec 27, 2023 - Jan 26, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.96
-101

Dividend Comparison (1999 - 2026)

IDVO vs SPY dividend yield comparison.

YearIDVOSPY
20262.55%0.50%
20255.43%1.07%
20246.14%1.21%
20235.72%1.40%
20221.96%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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