IPAY vs EDF

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

5-Year PerformanceEDF has outperformed IPAY, delivering a return of +5.6% compared to -8.8%

IPAY vs EDF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IPAY(ETF)	EDF(ETF)
Net Assets	$163M	$163M
Expense Ratio	0.75%	N/A
Max Drawdown	51.75%	86.83%
Sharpe Ratio	-1.21	1.50
5Y Beta	1.17	0.32
P/E Ratio	19.11	N/A
Forward P/E	11.40	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	N/A	-4.07%
Debt to Equity	121.54%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.21	N/A

Net Assets

IPAY

$163M

EDF

$163M

Expense Ratio

IPAY

0.75%

EDF

N/A

Max Drawdown

Winner

IPAY

51.75%

EDF

86.83%

Sharpe Ratio

IPAY

-1.21

Winner

EDF

1.50

5Y Beta

IPAY

1.17

Winner

EDF

0.32

P/E Ratio

IPAY

19.11

EDF

N/A

Forward P/E

IPAY

11.40

EDF

N/A

PEG Ratio

IPAY

0.32

EDF

N/A

5Y Dividends CAGR

IPAY

N/A

EDF

-4.07%

Debt to Equity

IPAY

121.54%

EDF

N/A

P/S Ratio

IPAY

1.39

EDF

N/A

P/B Ratio

IPAY

2.21

EDF

N/A

IPAY vs EDF - Historical Returns

Returns include dividend reinvestment.

Period	IPAY	EDF
1 month	-4.67%	+5.84%
3 months	+0.33%	+14.98%
6 months	-17.01%	+24.93%
1 year	-23.80%	+27.03%
5 years(CAGR)	-8.79%	+5.61%
10 years(CAGR)	+6.40%	+5.26%
Max(CAGR)	+5.31%	+3.76%

IPAY

-4.67%

Winner

EDF

+5.84%

IPAY

+0.33%

Winner

EDF

+14.98%

IPAY

-17.01%

Winner

EDF

+24.93%

IPAY

-23.80%

Winner

EDF

+27.03%

5Y(CAGR)

IPAY

-8.79%

Winner

EDF

+5.61%

10Y(CAGR)

Winner

IPAY

+6.40%

EDF

+5.26%

Max(CAGR)

Winner

IPAY

+5.31%

EDF

+3.76%

IPAY vs EDF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IPAY	EDF
2026	-15.10%	+19.66%
2025	-9.72%	+19.95%
2024	+27.55%	+25.32%
2023	+18.33%	+17.80%
2022	-33.83%	-28.32%
2021	-11.52%	-6.82%
2020	+32.25%	-31.22%
2019	+41.36%	+44.37%
2018	-0.03%	-19.34%
2017	+34.66%	+22.61%
2016	+6.72%	+41.18%
2015	-2.75%	-9.74%
2014	N/A	-6.26%
2013	N/A	-19.19%
2012	N/A	+25.22%
2011	N/A	-9.26%
2010	N/A	-0.04%

IPAY vs EDF Drawdown Comparison

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

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

The current IPAY drawdown is -39.08%. The current EDF drawdown is -1.18%.

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

Correlation

Correlation between IPAY and EDF 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)

IPAY vs EDF dividend yield comparison.

Year	IPAY	EDF
2026	0.00%	5.34%
2025	0.79%	14.49%
2024	0.77%	15.32%
2023	0.00%	16.71%
2022	0.00%	17.31%
2021	0.00%	12.91%
2020	0.00%	16.46%
2019	0.00%	15.67%
2018	0.00%	19.37%
2017	0.00%	13.58%
2016	0.00%	14.75%
2015	0.00%	17.93%
2014	0.00%	13.92%
2013	0.00%	11.79%
2012	0.00%	8.72%
2011	0.00%	9.48%